|
1926
|
PDS Planning
Dublin,
Ohio
|
$6142万
|
+$698万
|
10
|
4.58%
|
買い増し
|
|
|
1927
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$6141万
|
+$458万
|
5
|
12.18%
|
買い増し
|
|
|
1928
|
Private Capital Advisors
Darien,
Connecticut
|
$6114万
|
+$176万
|
5
|
7.45%
|
買い増し
|
|
|
1929
|
Peconic Partners
New York
|
$6112万
|
+$5519万
|
2
|
1.96%
|
買い増し
|
|
|
1930
|
Archford Capital Strategies
Swansea,
Illinois
|
$6108万
|
+$231万
|
9
|
7.81%
|
買い増し
|
|
|
1931
|
Seven Grand Managers
Bronxville,
New York
|
$6108万
|
+$4906万
|
1
|
7.33%
|
買い増し
|
|
|
1932
|
|
$6096万
|
+$4707万
|
3
|
0.37%
|
新規
|
|
|
1933
|
Naviter Wealth
Little Rock,
Arkansas
|
$6096万
|
-$1067万
|
7
|
7.51%
|
減少
|
|
|
1934
|
DRW Securities
Chicago,
Illinois
|
$6092万
|
+$2725万
|
18
|
1.38%
|
買い増し
|
|
|
1935
|
Elk River Wealth Management
Denver,
Colorado
|
$6075万
|
-$30.6万
|
5
|
10.45%
|
減少
|
|
|
1936
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$6071万
|
-$35.6万
|
7
|
5.65%
|
減少
|
|
|
1937
|
|
$6068万
|
-$930万
|
2
|
15.54%
|
減少
|
|
|
1938
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$6067万
|
+$15.6万
|
4
|
3.73%
|
買い増し
|
|
|
1939
|
UNICOM Systems
Las Vegas,
Nevada
|
$6067万
|
-$641万
|
5
|
8.4%
|
減少
|
|
|
1940
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$6064万
|
+$125万
|
9
|
4.03%
|
買い増し
|
|
|
1941
|
Verity & Verity
Beaufort,
South Carolina
|
$6058万
|
-$188万
|
5
|
5.21%
|
減少
|
|
|
1942
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$6049万
|
-$81.9万
|
5
|
15.41%
|
減少
|
|
|
1943
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$6044万
|
+$61.7万
|
7
|
5.45%
|
買い増し
|
|
|
1944
|
Scopia Capital Management
New York
|
$6041万
|
+$2119万
|
2
|
7.38%
|
買い増し
|
|
|
1945
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$6025万
|
+$2749万
|
8
|
11.48%
|
買い増し
|
|
|
1946
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$6005万
|
+$8.46万
|
7
|
6.35%
|
買い増し
|
|
|
1947
|
Caption Management
Oklahoma City,
Oklahoma
|
$5997万
|
-$8.77億
|
10
|
0.66%
|
減少
|
|
|
1948
|
Csenge Advisory Group
Clearwater,
Florida
|
$5982万
|
-$158万
|
8
|
3.15%
|
減少
|
|
|
1949
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$5982万
|
-$28.7万
|
7
|
13.55%
|
減少
|
|
|
1950
|
Wellington Shields & Co
New York
|
$5979万
|
+$76.9万
|
7
|
16.92%
|
買い増し
|
|
