|
1926
|
NWF Advisory Services
Los Angeles,
California
|
$7505万
|
-$23.6万
|
8
|
8.29%
|
減少
|
|
|
1927
|
M. Kraus & Co
Shelburne,
Vermont
|
$7505万
|
+$35万
|
6
|
20.95%
|
買い増し
|
|
|
1928
|
Lake Street Private Wealth
Chicago,
Illinois
|
$7505万
|
+$197万
|
12
|
9.18%
|
買い増し
|
|
|
1929
|
Bluefin Capital Management
New York
|
$7502万
|
+$2707万
|
4
|
18.58%
|
買い増し
|
|
|
1930
|
Cartenna Capital
Stamford,
Connecticut
|
$7502万
|
+$5148万
|
1
|
2.5%
|
買い増し
|
|
|
1931
|
Community Financial Services Group
Newport,
Vermont
|
$7492万
|
-$93万
|
6
|
13.76%
|
減少
|
|
|
1932
|
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
|
$7492万
|
-$1123万
|
1
|
4.32%
|
減少
|
|
|
1933
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$7481万
|
+$7269万
|
5
|
14.37%
|
新規
|
|
|
1934
|
Absher Wealth Management
Chapel Hill,
North Carolina
|
$7478万
|
-$214万
|
5
|
8.87%
|
減少
|
|
|
1935
|
Platform Wealth Management
Holladay,
Utah
|
$7472万
|
+$7021万
|
4
|
19.87%
|
新規
|
|
|
1936
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$7471万
|
+$761万
|
25
|
3.53%
|
買い増し
|
|
|
1937
|
Regal Partners
Sydney, NSW,
Australia
|
$7470万
|
-$1609万
|
3
|
4.31%
|
減少
|
|
|
1938
|
Hood River Capital Management
Palm Beach Gardens,
Florida
|
$7460万
|
-$69万
|
3
|
0.82%
|
減少
|
|
|
1939
|
Stockman Wealth Management
Billings,
Montana
|
$7457万
|
+$44万
|
6
|
8.68%
|
買い増し
|
|
|
1940
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$7438万
|
-$654万
|
6
|
16.98%
|
減少
|
|
|
1941
|
Maven Securities
St Helier,
Jersey
|
$7432万
|
+$4553万
|
5
|
1.64%
|
買い増し
|
|
|
1942
|
Csenge Advisory Group
Clearwater,
Florida
|
$7416万
|
+$339万
|
9
|
3.35%
|
買い増し
|
|
|
1943
|
Exane Asset Management
Paris,
France
|
$7406万
|
+$6038万
|
5
|
15.58%
|
買い増し
|
|
|
1944
|
Inscription Capital
Houston,
Texas
|
$7396万
|
+$252万
|
12
|
7.59%
|
買い増し
|
|
|
1945
|
Gifford Fong Associates
Lafayette,
California
|
$7392万
|
$0
|
6
|
14.74%
|
維持
|
|
|
1946
|
M & L Capital Management
London,
United Kingdom
|
$7385万
|
$0
|
2
|
15.4%
|
維持
|
|
|
1947
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$7372万
|
+$7241万
|
9
|
9.31%
|
新規
|
|
|
1948
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$7365万
|
+$272万
|
10
|
9.51%
|
買い増し
|
|
|
1949
|
Westerkirk Capital
Victoria,
|
$7364万
|
+$162万
|
8
|
7.18%
|
買い増し
|
|
|
1950
|
GeoWealth Management
Chicago,
Illinois
|
$7345万
|
-$767万
|
11
|
2.71%
|
減少
|
|
