|
1901
|
Cavalry Management Group
San Francisco,
California
|
$4579万
|
-$1052万
|
1
|
5.2%
|
減少
|
|
|
1902
|
Cubic Asset Management
Boston,
Massachusetts
|
$4574万
|
-$13.7万
|
6
|
10.36%
|
減少
|
|
|
1903
|
GM Advisory Group
Melville,
New York
|
$4569万
|
-$193万
|
8
|
4.07%
|
減少
|
|
|
1904
|
West Branch Capital
Amherst,
Massachusetts
|
$4569万
|
+$93.4万
|
15
|
19.45%
|
買い増し
|
|
|
1905
|
Riverstone Advisors
New Braunfels,
Texas
|
$4568万
|
+$591万
|
4
|
20.11%
|
買い増し
|
|
|
1906
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4561万
|
+$255万
|
5
|
3.42%
|
買い増し
|
|
|
1907
|
Cota Capital Management
San Francisco,
California
|
$4560万
|
+$730万
|
1
|
7.81%
|
買い増し
|
|
|
1908
|
Bremer Bank National Association
St Paul,
Minnesota
|
$4557万
|
-$661万
|
7
|
7.54%
|
減少
|
|
|
1909
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$4550万
|
+$125万
|
9
|
4.94%
|
買い増し
|
|
|
1910
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$4548万
|
+$414万
|
5
|
6.19%
|
買い増し
|
|
|
1911
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$4545万
|
-$275万
|
7
|
3.89%
|
減少
|
|
|
1912
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$4541万
|
-$3.06万
|
14
|
9.31%
|
減少
|
|
|
1913
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$4536万
|
+$198万
|
9
|
9.51%
|
買い増し
|
|
|
1914
|
Institute for Wealth Management
Denver,
Colorado
|
$4528万
|
+$180万
|
11
|
7.38%
|
買い増し
|
|
|
1915
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$4528万
|
-$47.8万
|
7
|
16.29%
|
減少
|
|
|
1916
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$4520万
|
-$68.2万
|
6
|
9.32%
|
減少
|
|
|
1917
|
Advisor Resource Council
Dallas,
Texas
|
$4516万
|
+$3308万
|
8
|
3.51%
|
買い増し
|
|
|
1918
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$4504万
|
-$60.1万
|
7
|
11.84%
|
減少
|
|
|
1919
|
Minot Wealth Management
Westwood,
Massachusetts
|
$4500万
|
-$25.1万
|
8
|
8.67%
|
減少
|
|
|
1920
|
Harbor Capital Advisors
Chicago,
Illinois
|
$4486万
|
+$4613万
|
7
|
16.33%
|
新規
|
|
|
1921
|
Avidian Wealth Enterprises
Houston,
Texas
|
$4484万
|
+$1130万
|
8
|
2.79%
|
買い増し
|
|
|
1922
|
Crescent Park Management
East Palo Alto,
California
|
$4482万
|
-$650万
|
2
|
7.3%
|
減少
|
|
|
1923
|
|
$4468万
|
-$149万
|
11
|
3.4%
|
減少
|
|
|
1924
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$4464万
|
-$2.84万
|
3
|
23.79%
|
減少
|
|
|
1925
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4462万
|
+$123万
|
26
|
2.75%
|
買い増し
|
|
