|
1901
|
Institute for Wealth Management
Denver,
Colorado
|
$4628万
|
-$262万
|
10
|
7.51%
|
減少
|
|
|
1902
|
Stewart & Patten Company
Lafayette,
California
|
$4616万
|
-$109万
|
6
|
7.22%
|
減少
|
|
|
1903
|
RDST Capital
Seattle,
Washington
|
$4614万
|
-$234万
|
3
|
14.7%
|
減少
|
|
|
1904
|
|
$4599万
|
+$3.27万
|
6
|
7.16%
|
買い増し
|
|
|
1905
|
|
$4587万
|
$0
|
2
|
42.44%
|
維持
|
|
|
1906
|
Polaris Capital Management
Boston,
Massachusetts
|
$4577万
|
-$81.9万
|
1
|
2.21%
|
減少
|
|
|
1907
|
United Bank (Virginia)
Vienna,
Virginia
|
$4577万
|
-$12.1万
|
5
|
5.75%
|
減少
|
|
|
1908
|
Azzad Asset Management
Falls Church,
Virginia
|
$4576万
|
+$56.7万
|
6
|
5.79%
|
買い増し
|
|
|
1909
|
King Wealth Management Group
Naples,
Florida
|
$4570万
|
+$102万
|
8
|
8.83%
|
買い増し
|
|
|
1910
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$4568万
|
-$170万
|
4
|
10.09%
|
減少
|
|
|
1911
|
Managed Asset Portfolios
Rochester,
Michigan
|
$4567万
|
-$105万
|
1
|
6.93%
|
減少
|
|
|
1912
|
Stephens Investment Management Group
Houston,
Texas
|
$4564万
|
+$561万
|
6
|
0.67%
|
買い増し
|
|
|
1913
|
Great Lakes Retirement
Sandusky,
Ohio
|
$4561万
|
+$301万
|
3
|
7.51%
|
買い増し
|
|
|
1914
|
Legion Partners Asset Management
Los Angeles,
California
|
$4560万
|
-$4923万
|
1
|
11.89%
|
減少
|
|
|
1915
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$4556万
|
+$1420万
|
4
|
19.04%
|
買い増し
|
|
|
1916
|
Colonial Trust
Spartanburg,
South Carolina
|
$4555万
|
+$200万
|
14
|
9.49%
|
買い増し
|
|
|
1917
|
Romano Brothers & Co
Evanston,
Illinois
|
$4548万
|
-$229万
|
7
|
6.77%
|
減少
|
|
|
1918
|
Financial Engines Advisors
Santa Clara,
California
|
$4537万
|
+$525万
|
6
|
0.11%
|
買い増し
|
|
|
1919
|
PFG Investments
Woodbury,
New York
|
$4533万
|
+$99.3万
|
9
|
8.42%
|
買い増し
|
|
|
1920
|
Stokes Family Office
New Orleans,
Louisiana
|
$4530万
|
-$1375万
|
6
|
6.12%
|
減少
|
|
|
1921
|
Sargent Investment Group
Bethesda,
Maryland
|
$4511万
|
+$142万
|
6
|
9.88%
|
買い増し
|
|
|
1922
|
|
$4509万
|
-$137万
|
4
|
47.13%
|
減少
|
|
|
1923
|
Chicago Trust
Grayslake,
Illinois
|
$4505万
|
-$201万
|
8
|
10.02%
|
減少
|
|
|
1924
|
Red Door Wealth Management
Memphis,
Tennessee
|
$4503万
|
+$210万
|
7
|
9.78%
|
買い増し
|
|
|
1925
|
Bison Wealth
Atlanta,
Georgia
|
$4502万
|
+$46.9万
|
7
|
7.97%
|
買い増し
|
|
