|
1926
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$3243万
|
-$27.3万
|
8
|
4.32%
|
減少
|
|
|
1927
|
Csenge Advisory Group
Clearwater,
Florida
|
$3240万
|
-$186万
|
7
|
2.71%
|
減少
|
|
|
1928
|
King Wealth Management Group
Naples,
Florida
|
$3239万
|
-$10万
|
5
|
7.75%
|
減少
|
|
|
1929
|
3G Capital Partners
New York
|
$3234万
|
-$3650万
|
3
|
53.53%
|
減少
|
|
|
1930
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$3228万
|
+$393万
|
8
|
3.58%
|
買い増し
|
|
|
1931
|
Winch Advisory Services
Appleton,
Wisconsin
|
$3227万
|
+$7.99万
|
11
|
13.17%
|
買い増し
|
|
|
1932
|
|
$3224万
|
-$955万
|
2
|
2.58%
|
減少
|
|
|
1933
|
Trexquant Investment
Stamford,
Connecticut
|
$3217万
|
-$400万
|
16
|
1.44%
|
減少
|
|
|
1934
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$3212万
|
+$21万
|
5
|
2.66%
|
買い増し
|
|
|
1935
|
Centric Wealth Management
Chicago,
Illinois
|
$3206万
|
+$746万
|
7
|
11.77%
|
買い増し
|
|
|
1936
|
Perkins Coie Trust Company
Seattle,
Washington
|
$3205万
|
+$13.1万
|
9
|
11.67%
|
買い増し
|
|
|
1937
|
|
$3194万
|
+$1.23万
|
5
|
13.07%
|
買い増し
|
|
|
1938
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$3181万
|
+$15.7万
|
6
|
9.27%
|
買い増し
|
|
|
1939
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$3176万
|
+$156万
|
5
|
3.92%
|
買い増し
|
|
|
1940
|
HCR Wealth Advisors
Los Angeles,
California
|
$3175万
|
+$21.2万
|
6
|
6.37%
|
買い増し
|
|
|
1941
|
Roberts Wealth Advisors
Palo Alto,
California
|
$3172万
|
+$44.2万
|
7
|
13.82%
|
買い増し
|
|
|
1942
|
Apriem Advisors
Irvine,
California
|
$3169万
|
-$25万
|
5
|
5.46%
|
減少
|
|
|
1943
|
River Global Investors
London,
United Kingdom
|
$3167万
|
-$560万
|
7
|
5.61%
|
減少
|
|
|
1944
|
Laidlaw Wealth Management
New York City,
New York
|
$3167万
|
-$197万
|
5
|
6.45%
|
減少
|
|
|
1945
|
Cadence Bank
Tupelo,
Mississippi
|
$3164万
|
-$1.21万
|
5
|
4.55%
|
減少
|
|
|
1946
|
Magnus Financial Group
New York
|
$3163万
|
+$1101万
|
8
|
5.81%
|
買い増し
|
|
|
1947
|
Duncker Streett & Co
St. Louis,
Missouri
|
$3161万
|
-$222万
|
11
|
7.58%
|
減少
|
|
|
1948
|
Avior Wealth Management
Omaha,
Nebraska
|
$3157万
|
-$49.7万
|
17
|
3.19%
|
減少
|
|
|
1949
|
|
$3155万
|
+$31.7万
|
6
|
9.12%
|
買い増し
|
|
|
1950
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$3148万
|
+$73.9万
|
6
|
6.59%
|
買い増し
|
|
