|
1926
|
John G. Ullman & Associates
Corning,
New York
|
$3208万
|
+$796万
|
6
|
4.97%
|
買い増し
|
|
|
1927
|
Managed Asset Portfolios
Rochester,
Michigan
|
$3207万
|
-$48.9万
|
2
|
5.64%
|
減少
|
|
|
1928
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$3203万
|
+$79.7万
|
6
|
2.65%
|
買い増し
|
|
|
1929
|
Condor Capital Management
Martinsville,
New Jersey
|
$3200万
|
+$89.7万
|
5
|
4.05%
|
買い増し
|
|
|
1930
|
Farmers Trust Company
Youngstown,
Ohio
|
$3198万
|
-$71.7万
|
5
|
7.81%
|
減少
|
|
|
1931
|
Transform Wealth
Greenwood Village,
Colorado
|
$3195万
|
-$1991万
|
4
|
6.68%
|
減少
|
|
|
1932
|
Trust Company of Kansas
Wichita,
Kansas
|
$3192万
|
+$29万
|
4
|
16.69%
|
買い増し
|
|
|
1933
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$3191万
|
-$68.2万
|
4
|
14.07%
|
減少
|
|
|
1934
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$3190万
|
+$15.6万
|
6
|
7.85%
|
買い増し
|
|
|
1935
|
Leuthold Group
Minneapolis,
Minnesota
|
$3189万
|
-$488万
|
3
|
4.2%
|
減少
|
|
|
1936
|
Stokes Family Office
New Orleans,
Louisiana
|
$3189万
|
+$83.3万
|
7
|
6.29%
|
買い増し
|
|
|
1937
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$3185万
|
-$457万
|
5
|
5.35%
|
減少
|
|
|
1938
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$3184万
|
+$161万
|
13
|
4.06%
|
買い増し
|
|
|
1939
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$3180万
|
+$43.9万
|
6
|
6.45%
|
買い増し
|
|
|
1940
|
Peninsula Wealth
San Francisco,
California
|
$3178万
|
+$819万
|
2
|
11.93%
|
買い増し
|
|
|
1941
|
Atwood & Palmer
Kansas City,
Missouri
|
$3176万
|
-$16.7万
|
10
|
3.41%
|
減少
|
|
|
1942
|
Koshinski Asset Management
Decatur,
Illinois
|
$3176万
|
+$209万
|
10
|
4.02%
|
買い増し
|
|
|
1943
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$3168万
|
+$3124万
|
5
|
10.28%
|
新規
|
|
|
1944
|
Chelsea Counsel Company
Los Angeles,
California
|
$3166万
|
+$127万
|
5
|
16.29%
|
買い増し
|
|
|
1945
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$3164万
|
+$87.5万
|
7
|
14.09%
|
買い増し
|
|
|
1946
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$3162万
|
+$4.03万
|
6
|
7.81%
|
買い増し
|
|
|
1947
|
Conway Capital Management
Burbank,
California
|
$3157万
|
+$3082万
|
6
|
23.12%
|
新規
|
|
|
1948
|
PM Capital
Sydney,
Australia
|
$3151万
|
-$1212万
|
1
|
6.16%
|
減少
|
|
|
1949
|
Columbus Circle Investors
|
$3147万
|
-$1943万
|
2
|
1.38%
|
減少
|
|
|
1950
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$3146万
|
+$392万
|
8
|
15.35%
|
買い増し
|
|
