|
1876
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$3554万
|
+$65.1万
|
6
|
8.92%
|
買い増し
|
|
|
1877
|
Compound Global Advisors
Mercer Island,
Washington
|
$3547万
|
-$3545万
|
2
|
9.01%
|
減少
|
|
|
1878
|
Bourgeon Capital Management
Darien,
Connecticut
|
$3547万
|
+$618万
|
11
|
8.44%
|
買い増し
|
|
|
1879
|
Forum Financial Management
Lombard,
Illinois
|
$3535万
|
+$146万
|
8
|
1.02%
|
買い増し
|
|
|
1880
|
Xcel Wealth Management
Holly Hill,
Florida
|
$3533万
|
+$19.4万
|
8
|
12.43%
|
買い増し
|
|
|
1881
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$3532万
|
-$33.5万
|
8
|
6.1%
|
減少
|
|
|
1882
|
Whalerock Point Partners
Providence,
Rhode Island
|
$3531万
|
+$109万
|
6
|
13.12%
|
買い増し
|
|
|
1883
|
Quantum Private Wealth
Tampa,
Florida
|
$3528万
|
-$14.9万
|
9
|
19.1%
|
減少
|
|
|
1884
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$3520万
|
+$498万
|
7
|
9.13%
|
買い増し
|
|
|
1885
|
Graypoint LLC
Albany,
New York
|
$3518万
|
+$319万
|
9
|
3.82%
|
買い増し
|
|
|
1886
|
CenterBook Partners
Greenwich,
Connecticut
|
$3517万
|
+$71.9万
|
6
|
4.97%
|
買い増し
|
|
|
1887
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$3514万
|
+$60.6万
|
5
|
3.74%
|
買い増し
|
|
|
1888
|
Physicians Financial Services
Raleigh,
North Carolina
|
$3510万
|
+$17.3万
|
7
|
14.84%
|
買い増し
|
|
|
1889
|
Mirador Capital Partners
Pleasanton,
California
|
$3508万
|
-$152万
|
7
|
8.31%
|
減少
|
|
|
1890
|
Chicago Trust
Grayslake,
Illinois
|
$3504万
|
-$419万
|
8
|
8.8%
|
減少
|
|
|
1891
|
Hollencrest Capital Management
Newport Beach,
California
|
$3502万
|
+$1626万
|
17
|
3.74%
|
買い増し
|
|
|
1892
|
Edgar Lomax Company
Kingstowne,
Virginia
|
$3502万
|
-$1334万
|
1
|
2.25%
|
減少
|
|
|
1893
|
Morse Asset Management
Darien,
Connecticut
|
$3500万
|
-$11.1万
|
5
|
11.83%
|
減少
|
|
|
1894
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$3492万
|
+$37万
|
5
|
16.25%
|
買い増し
|
|
|
1895
|
Zions Bancorporation
Salt Lake City,
Utah
|
$3490万
|
+$313万
|
16
|
3%
|
買い増し
|
|
|
1896
|
Hilltop Holdings
Dallas,
Texas
|
$3488万
|
-$500万
|
8
|
4.58%
|
減少
|
|
|
1897
|
|
$3487万
|
+$32.1万
|
5
|
12.45%
|
買い増し
|
|
|
1898
|
Delta Investment Management
San Francisco,
California
|
$3481万
|
+$70.2万
|
5
|
9.96%
|
買い増し
|
|
|
1899
|
Condor Capital Management
Martinsville,
New Jersey
|
$3480万
|
-$101万
|
4
|
4.36%
|
減少
|
|
|
1900
|
Kinney Asset Management
Chicago,
Illinois
|
$3480万
|
+$1022万
|
1
|
25.06%
|
買い増し
|
|