|
1951
|
Condor Capital Management
Martinsville,
New Jersey
|
$7183万
|
-$120万
|
5
|
5.39%
|
減少
|
|
|
1952
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$7179万
|
-$304万
|
4
|
17.25%
|
減少
|
|
|
1953
|
Moody National Bank Trust Division
Galveston,
Texas
|
$7170万
|
-$97.6万
|
11
|
5.94%
|
減少
|
|
|
1954
|
Nelson Capital Management
Menlo Park,
California
|
$7158万
|
-$30.9万
|
7
|
7.85%
|
減少
|
|
|
1955
|
Crow's Nest Holdings
Richmond,
Virginia
|
$7157万
|
-$3951万
|
2
|
21.64%
|
減少
|
|
|
1956
|
RMR Wealth Builders
Montclair,
New Jersey
|
$7156万
|
+$598万
|
9
|
4.44%
|
買い増し
|
|
|
1957
|
Sendero Wealth Management
San Antonio,
Texas
|
$7155万
|
-$1194万
|
7
|
7.12%
|
減少
|
|
|
1958
|
Aspiriant LLC
Los Angeles,
California
|
$7143万
|
+$636万
|
9
|
1.76%
|
買い増し
|
|
|
1959
|
Toth Financial Advisory
Leesburg,
Virginia
|
$7116万
|
-$156万
|
14
|
6.95%
|
減少
|
|
|
1960
|
Inspire Trust Company
Reno,
Nevada
|
$7113万
|
+$842万
|
6
|
9.78%
|
買い増し
|
|
|
1961
|
Guardian Point Capital
Charlottesville,
Virginia
|
$7108万
|
+$628万
|
2
|
21.89%
|
買い増し
|
|
|
1962
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$7102万
|
-$1049万
|
6
|
11.31%
|
減少
|
|
|
1963
|
SimplyRich
Carlsbad,
California
|
$7102万
|
+$161万
|
7
|
16.63%
|
買い増し
|
|
|
1964
|
Stack Financial Management
Whitefish,
Montana
|
$7099万
|
+$104万
|
3
|
5.54%
|
買い増し
|
|
|
1965
|
Stockman Wealth Management
Billings,
Montana
|
$7093万
|
-$416万
|
6
|
7.33%
|
減少
|
|
|
1966
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$7092万
|
-$557万
|
7
|
11.56%
|
減少
|
|
|
1967
|
Advisory Alpha
Holland,
Michigan
|
$7080万
|
+$461万
|
8
|
1.74%
|
買い増し
|
|
|
1968
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$7080万
|
-$282万
|
5
|
6.11%
|
減少
|
|
|
1969
|
Community Financial Services Group
Newport,
Vermont
|
$7065万
|
-$321万
|
10
|
10.29%
|
減少
|
|
|
1970
|
Sierra Summit Advisors
Incline Village,
Nevada
|
$7064万
|
+$1313万
|
7
|
7.89%
|
買い増し
|
|
|
1971
|
M. Kraus & Co
Shelburne,
Vermont
|
$7058万
|
-$32.7万
|
6
|
18.73%
|
減少
|
|
|
1972
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$7043万
|
+$7348万
|
6
|
5.73%
|
新規
|
|
|
1973
|
Bond Capital Management
San Francisco,
California
|
$7035万
|
$0
|
1
|
23.05%
|
維持
|
|
|
1974
|
Personal CFO Solutions
Chester,
New Jersey
|
$7029万
|
-$69.8万
|
12
|
10.16%
|
減少
|
|
|
1975
|
Vega Investment Solutions
Paris,
France
|
$7019万
|
-$317万
|
10
|
9.96%
|
減少
|
|
