|
1926
|
Newport Trust Company
Washington,
District of Columbia
|
$4081万
|
-$199万
|
2
|
0.11%
|
減少
|
|
|
1927
|
Avior Wealth Management
Omaha,
Nebraska
|
$4080万
|
+$32.6万
|
17
|
3.52%
|
買い増し
|
|
|
1928
|
|
$4079万
|
+$3.26万
|
5
|
13.34%
|
買い増し
|
|
|
1929
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$4076万
|
+$206万
|
6
|
15.09%
|
買い増し
|
|
|
1930
|
Lakehouse Capital
Sydney NSW,
Australia
|
$4074万
|
+$272万
|
3
|
26.45%
|
買い増し
|
|
|
1931
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4068万
|
+$312万
|
7
|
3.27%
|
買い増し
|
|
|
1932
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$4065万
|
-$179万
|
7
|
11.71%
|
減少
|
|
|
1933
|
Hunt Lane Capital
New York
|
$4062万
|
-$142万
|
4
|
25.2%
|
減少
|
|
|
1934
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$4061万
|
-$50.9万
|
11
|
10.73%
|
減少
|
|
|
1935
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$4061万
|
-$101万
|
5
|
3.96%
|
減少
|
|
|
1936
|
|
$4060万
|
-$307万
|
4
|
7.56%
|
減少
|
|
|
1937
|
Institutional Venture Management XIII
Menlo Park,
California
|
$4060万
|
$0
|
1
|
10.37%
|
維持
|
|
|
1938
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$4060万
|
+$3584万
|
6
|
4.04%
|
買い増し
|
|
|
1939
|
Aspiriant LLC
Los Angeles,
California
|
$4058万
|
-$484万
|
8
|
2.23%
|
減少
|
|
|
1940
|
King Wealth Management Group
Naples,
Florida
|
$4053万
|
-$613万
|
6
|
7.96%
|
減少
|
|
|
1941
|
Cubic Asset Management
Boston,
Massachusetts
|
$4053万
|
-$259万
|
6
|
9.44%
|
減少
|
|
|
1942
|
Eudaimonia Partners
Winchester,
Tennessee
|
$4053万
|
+$3929万
|
7
|
6.89%
|
新規
|
|
|
1943
|
|
$4053万
|
+$251万
|
15
|
3.49%
|
買い増し
|
|
|
1944
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$4051万
|
-$135万
|
6
|
9%
|
減少
|
|
|
1945
|
Chapman Investment Management
San Anselmo,
California
|
$4044万
|
+$18.2万
|
3
|
21.52%
|
買い増し
|
|
|
1946
|
Moore Capital Management
New York
|
$4041万
|
-$1.49億
|
5
|
1.03%
|
減少
|
|
|
1947
|
Aperture Investors
New York
|
$4040万
|
+$1975万
|
5
|
5.24%
|
買い増し
|
|
|
1948
|
|
$4040万
|
+$1073万
|
4
|
38.01%
|
買い増し
|
|
|
1949
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$4039万
|
-$58.3万
|
14
|
9.82%
|
減少
|
|
|
1950
|
Jump Financial
Chicago,
Illinois
|
$4037万
|
-$1084万
|
17
|
1.72%
|
減少
|
|
