|
1926
|
Gryphon Financial Partners
Columbus,
Ohio
|
$6337万
|
+$564万
|
8
|
6.49%
|
買い増し
|
|
|
1927
|
Two Star Manager
Miami Beach,
Florida
|
$6333万
|
-$375万
|
2
|
24.92%
|
減少
|
|
|
1928
|
Elk River Wealth Management
Denver,
Colorado
|
$6325万
|
-$1.43億
|
4
|
10.5%
|
減少
|
|
|
1929
|
Deeter Investments
Austin,
Texas
|
$6317万
|
+$1124万
|
2
|
7.09%
|
買い増し
|
|
|
1930
|
Interval Partners
New York
|
$6304万
|
-$6590万
|
1
|
1.65%
|
減少
|
|
|
1931
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$6303万
|
-$354万
|
7
|
9.49%
|
減少
|
|
|
1932
|
M. Kraus & Co
Shelburne,
Vermont
|
$6293万
|
+$2.97万
|
6
|
18.35%
|
買い増し
|
|
|
1933
|
Capital Planning Advisors
Roseville,
California
|
$6273万
|
-$157万
|
6
|
9.07%
|
減少
|
|
|
1934
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$6266万
|
+$22万
|
7
|
10.43%
|
買い増し
|
|
|
1935
|
Bearing Point Capital
Bloomington,
Minnesota
|
$6265万
|
+$577万
|
6
|
9.81%
|
買い増し
|
|
|
1936
|
GeoWealth Management
Chicago,
Illinois
|
$6254万
|
-$68.4万
|
12
|
2.25%
|
減少
|
|
|
1937
|
Leo Wealth LLC
Hurst,
Texas
|
$6253万
|
+$4.92万
|
7
|
4.54%
|
買い増し
|
|
|
1938
|
Inscription Capital
Houston,
Texas
|
$6251万
|
-$78万
|
13
|
6.57%
|
減少
|
|
|
1939
|
Legend Capital Advisors
New York
|
$6243万
|
-$284万
|
5
|
39.02%
|
減少
|
|
|
1940
|
Central Bank & Trust
Lexington,
Kentucky
|
$6239万
|
+$156万
|
7
|
9.8%
|
買い増し
|
|
|
1941
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$6234万
|
-$55.3万
|
7
|
5.96%
|
減少
|
|
|
1942
|
Crewe Advisors
Salt Lake City,
Utah
|
$6228万
|
+$1020万
|
16
|
5.31%
|
買い増し
|
|
|
1943
|
Intellectus Partners
San Francisco,
California
|
$6221万
|
+$13万
|
10
|
12.7%
|
買い増し
|
|
|
1944
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$6213万
|
-$1042万
|
7
|
5.99%
|
減少
|
|
|
1945
|
Condor Capital Management
Martinsville,
New Jersey
|
$6207万
|
-$490万
|
5
|
5.19%
|
減少
|
|
|
1946
|
Long Walk Management
Greenwich,
Connecticut
|
$6206万
|
+$405万
|
2
|
18.06%
|
買い増し
|
|
|
1947
|
Infinitum Asset Management
Fort Lauderdale,
Florida
|
$6204万
|
+$831万
|
3
|
7.75%
|
買い増し
|
|
|
1948
|
Lake Street Private Wealth
Chicago,
Illinois
|
$6202万
|
-$169万
|
10
|
7.9%
|
減少
|
|
|
1949
|
VectorGlobal IAG
Miami,
Florida
|
$6194万
|
+$6798万
|
7
|
16.08%
|
新規
|
|
|
1950
|
Delaney Capital Management
Toronto,
|
$6178万
|
-$690万
|
6
|
9.93%
|
減少
|
|