|
1926
|
Generation Capital Management
Pittsford,
New York
|
$448万
|
+$97.9万
|
3
|
2.75%
|
買い増し
|
|
|
1927
|
Paller Financial Services
Centennial,
Colorado
|
$448万
|
+$440万
|
1
|
3.35%
|
新規
|
|
|
1928
|
Pasadena Private Wealth
Pasadena,
California
|
$447万
|
-$60.3万
|
3
|
0.57%
|
減少
|
|
|
1929
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$447万
|
+$1.46万
|
2
|
0.25%
|
買い増し
|
|
|
1930
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$447万
|
-$71.7万
|
2
|
0.05%
|
減少
|
|
|
1931
|
Parkshore Wealth Management
Granite Bay,
California
|
$447万
|
+$82.3万
|
1
|
1.28%
|
買い増し
|
|
|
1932
|
Aquamarine Financial
George Town,
|
$444万
|
+$44.6万
|
1
|
0.25%
|
買い増し
|
|
|
1933
|
Cromwell Holdings
Jackson,
Wyoming
|
$443万
|
+$66.6万
|
6
|
1.99%
|
買い増し
|
|
|
1934
|
Odyssean LLC
Darien,
Connecticut
|
$443万
|
+$176万
|
2
|
0.72%
|
買い増し
|
|
|
1935
|
Neo Ivy Capital Management
New York
|
$441万
|
+$381万
|
2
|
1.02%
|
買い増し
|
|
|
1936
|
|
$440万
|
-$109万
|
1
|
0.25%
|
減少
|
|
|
1937
|
James J. Burns & Company
Melville,
New York
|
$440万
|
+$5.97万
|
1
|
0.48%
|
買い増し
|
|
|
1938
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$439万
|
+$24.7万
|
2
|
0.83%
|
買い増し
|
|
|
1939
|
Privium Fund Management (UK)
London,
United Kingdom
|
$438万
|
$0
|
1
|
1.82%
|
維持
|
|
|
1940
|
TRB Wealth Management
Houston,
Texas
|
$437万
|
-$95.5万
|
2
|
0.58%
|
減少
|
|
|
1941
|
Cox Capital Management
Andover,
Massachusetts
|
$437万
|
-$2,860
|
1
|
2.43%
|
減少
|
|
|
1942
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$437万
|
-$13.2万
|
2
|
0.26%
|
減少
|
|
|
1943
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$436万
|
+$63.6万
|
5
|
0.2%
|
買い増し
|
|
|
1944
|
Diversified Enterprises
Wilmington,
Delaware
|
$435万
|
-$57.6万
|
2
|
0.21%
|
減少
|
|
|
1945
|
Iconiq Capital
San Francisco,
California
|
$435万
|
$0
|
1
|
0.13%
|
維持
|
|
|
1946
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$434万
|
-$20.9万
|
2
|
0.12%
|
減少
|
|
|
1947
|
True North Advisors
Dallas,
Texas
|
$434万
|
+$217万
|
4
|
0.41%
|
買い増し
|
|
|
1948
|
COFG Advisors
Oak Brook,
Illinois
|
$433万
|
+$27.4万
|
2
|
0.75%
|
買い増し
|
|
|
1949
|
M3 Wealth Management
Cincinnati,
Ohio
|
$433万
|
+$4.53万
|
1
|
2.81%
|
買い増し
|
|
|
1950
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$433万
|
-$7,895
|
2
|
0.36%
|
減少
|
|