|
1926
|
Wishbone Management
Chicago,
Illinois
|
$3865万
|
$0
|
1
|
5.33%
|
維持
|
|
|
1927
|
First Interstate Bank
Billings,
Montana
|
$3862万
|
+$62万
|
5
|
3.96%
|
買い増し
|
|
|
1928
|
Ashford Capital Management
Wilmington,
Delaware
|
$3860万
|
+$113万
|
6
|
3.51%
|
買い増し
|
|
|
1929
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$3859万
|
-$301万
|
5
|
16.62%
|
減少
|
|
|
1930
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$3858万
|
-$31.5万
|
6
|
9.41%
|
減少
|
|
|
1931
|
CAAS Capital Management
New York
|
$3853万
|
-$5165万
|
8
|
0.77%
|
減少
|
|
|
1932
|
Emerson Point Capital
Larchmont,
New York
|
$3850万
|
-$890万
|
2
|
5.78%
|
減少
|
|
|
1933
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$3844万
|
+$206万
|
5
|
9.03%
|
買い増し
|
|
|
1934
|
McIlrath & Eck
Arlington,
Washington
|
$3842万
|
-$9.46万
|
16
|
11.44%
|
減少
|
|
|
1935
|
Riverstone Advisors
New Braunfels,
Texas
|
$3837万
|
+$45.8万
|
2
|
17.7%
|
買い増し
|
|
|
1936
|
Avior Wealth Management
Omaha,
Nebraska
|
$3832万
|
+$61.8万
|
15
|
3.16%
|
買い増し
|
|
|
1937
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$3831万
|
-$131万
|
7
|
9.79%
|
減少
|
|
|
1938
|
SlateStone Wealth
Jupiter,
Florida
|
$3830万
|
+$113万
|
9
|
8.77%
|
買い増し
|
|
|
1939
|
Roberts Wealth Advisors
Palo Alto,
California
|
$3826万
|
+$3959万
|
7
|
15.14%
|
新規
|
|
|
1940
|
Aspiriant LLC
Los Angeles,
California
|
$3824万
|
-$25.1万
|
9
|
2.25%
|
減少
|
|
|
1941
|
HCR Wealth Advisors
Los Angeles,
California
|
$3822万
|
-$2.95万
|
7
|
6.38%
|
減少
|
|
|
1942
|
Wellington Shields & Co
New York
|
$3822万
|
-$65.3万
|
8
|
13.33%
|
減少
|
|
|
1943
|
|
$3822万
|
+$9.34万
|
4
|
10.2%
|
買い増し
|
|
|
1944
|
Firsthand Capital Management
San Jose,
California
|
$3818万
|
+$327万
|
4
|
11.4%
|
買い増し
|
|
|
1945
|
PM Capital
Sydney,
Australia
|
$3814万
|
-$484万
|
1
|
7.16%
|
減少
|
|
|
1946
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$3812万
|
-$19.7万
|
5
|
10.65%
|
減少
|
|
|
1947
|
Corda Investment Management
Houston,
Texas
|
$3807万
|
-$19.8万
|
4
|
3.31%
|
減少
|
|
|
1948
|
Zuckerman Investment Group
Chicago,
Illinois
|
$3807万
|
-$201万
|
5
|
6.31%
|
減少
|
|
|
1949
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$3800万
|
-$294万
|
6
|
10.44%
|
減少
|
|
|
1950
|
|
$3790万
|
-$2683万
|
17
|
3.34%
|
減少
|
|