|
1926
|
Asset One Wealth Management
Bellevue,
Washington
|
$7303万
|
+$144万
|
5
|
7.71%
|
買い増し
|
|
|
1927
|
|
$7294万
|
+$730万
|
9
|
2.36%
|
買い増し
|
|
|
1928
|
Ardsley Advisory Partners
Stamford,
Connecticut
|
$7287万
|
+$1944万
|
6
|
7.59%
|
買い増し
|
|
|
1929
|
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
|
$7287万
|
+$84.9万
|
5
|
13.82%
|
買い増し
|
|
|
1930
|
Perkins Coie Trust Company
Seattle,
Washington
|
$7284万
|
-$14.3万
|
9
|
12.07%
|
減少
|
|
|
1931
|
Family Management
New York
|
$7274万
|
+$9.27万
|
7
|
7.46%
|
買い増し
|
|
|
1932
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$7271万
|
-$537万
|
6
|
5.7%
|
減少
|
|
|
1933
|
TriCert Investment Counsel
Waterloo,
|
$7270万
|
+$7653万
|
4
|
6.77%
|
新規
|
|
|
1934
|
Chemistry Wealth Management
New York
|
$7267万
|
+$179万
|
6
|
11.62%
|
買い増し
|
|
|
1935
|
Berger Financial Group
Plymouth,
Minnesota
|
$7265万
|
+$201万
|
9
|
3.71%
|
買い増し
|
|
|
1936
|
NWF Advisory Services
Los Angeles,
California
|
$7257万
|
+$223万
|
8
|
6.82%
|
買い増し
|
|
|
1937
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$7254万
|
+$491万
|
10
|
7.19%
|
買い増し
|
|
|
1938
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$7250万
|
+$47万
|
7
|
10.67%
|
買い増し
|
|
|
1939
|
Central Bank & Trust
Lexington,
Kentucky
|
$7240万
|
-$58.8万
|
7
|
10.27%
|
減少
|
|
|
1940
|
Capco Asset Management
Tampa,
Florida
|
$7232万
|
-$132万
|
3
|
19.77%
|
減少
|
|
|
1941
|
Auxier Asset Management
Aurora,
Oregon
|
$7229万
|
-$85.4万
|
7
|
9.7%
|
減少
|
|
|
1942
|
Absher Wealth Management
Chapel Hill,
North Carolina
|
$7228万
|
-$117万
|
4
|
8.23%
|
減少
|
|
|
1943
|
BTG Pactual Asset Management US
New York
|
$7225万
|
+$394万
|
6
|
4.49%
|
買い増し
|
|
|
1944
|
Nilsine Partners
Greenwood Village,
Colorado
|
$7221万
|
+$380万
|
11
|
4.99%
|
買い増し
|
|
|
1945
|
Stokes Family Office
New Orleans,
Louisiana
|
$7216万
|
-$1182万
|
6
|
8.41%
|
減少
|
|
|
1946
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$7212万
|
+$101万
|
8
|
15.28%
|
買い増し
|
|
|
1947
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$7193万
|
-$191万
|
11
|
10.31%
|
減少
|
|
|
1948
|
Consolidated Investment Group
Englewood,
Colorado
|
$7193万
|
+$177万
|
6
|
6.25%
|
買い増し
|
|
|
1949
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$7187万
|
-$85.6万
|
8
|
4.28%
|
減少
|
|
|
1950
|
Torray Investment Partners
Bethesda,
Maryland
|
$7185万
|
+$537万
|
5
|
9.69%
|
買い増し
|
|
