|
1951
|
Venturi Wealth Management
Austin,
Texas
|
$1794万
|
-$221万
|
7
|
2.43%
|
減少
|
|
|
1952
|
|
$1792万
|
-$379万
|
3
|
9.75%
|
減少
|
|
|
1953
|
Global Retirement Partners
San Rafael,
California
|
$1792万
|
+$484万
|
16
|
3.43%
|
買い増し
|
|
|
1954
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$1790万
|
+$17.3万
|
4
|
11.49%
|
買い増し
|
|
|
1955
|
Richard C. Young & Co
Newport,
Rhode Island
|
$1787万
|
+$537万
|
2
|
3.39%
|
買い増し
|
|
|
1956
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$1783万
|
+$273万
|
8
|
6.52%
|
買い増し
|
|
|
1957
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$1783万
|
-$12.7万
|
3
|
17.36%
|
減少
|
|
|
1958
|
Abacus Planning Group
Columbia,
South Carolina
|
$1780万
|
+$8.72万
|
7
|
10.7%
|
買い増し
|
|
|
1959
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$1778万
|
-$119万
|
12
|
8.17%
|
減少
|
|
|
1960
|
Intersect Capital
San Ramon,
California
|
$1778万
|
+$98万
|
7
|
6.87%
|
買い増し
|
|
|
1961
|
Rice Partnership
Honolulu,
Hawaii
|
$1777万
|
+$32.2万
|
4
|
11.98%
|
買い増し
|
|
|
1962
|
Cedar Capital
Barrington,
Illinois
|
$1777万
|
+$247万
|
8
|
7.56%
|
買い増し
|
|
|
1963
|
Darwin Wealth Management
Tampa,
Florida
|
$1773万
|
-$32.1万
|
6
|
5.49%
|
減少
|
|
|
1964
|
Selective Wealth Management
Forest,
Virginia
|
$1771万
|
+$10.1万
|
2
|
28.65%
|
買い増し
|
|
|
1965
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$1768万
|
+$104万
|
7
|
1.39%
|
買い増し
|
|
|
1966
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$1765万
|
-$14.1万
|
4
|
16.66%
|
減少
|
|
|
1967
|
Stanley Capital Management
Houston,
Texas
|
$1764万
|
-$82.5万
|
3
|
8.49%
|
減少
|
|
|
1968
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1759万
|
-$39.7万
|
9
|
6.19%
|
減少
|
|
|
1969
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$1758万
|
+$32万
|
6
|
7.54%
|
買い増し
|
|
|
1970
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
$1758万
|
+$784万
|
7
|
3.31%
|
買い増し
|
|
|
1971
|
Aspiriant LLC
Los Angeles,
California
|
$1757万
|
-$127万
|
7
|
1.47%
|
減少
|
|
|
1972
|
Xcel Wealth Management
Holly Hill,
Florida
|
$1757万
|
+$208万
|
8
|
17.22%
|
買い増し
|
|
|
1973
|
Liberty Capital Management
Birmingham,
Michigan
|
$1753万
|
+$8.38万
|
5
|
7.87%
|
買い増し
|
|
|
1974
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$1748万
|
-$102万
|
5
|
9.72%
|
減少
|
|
|
1975
|
Prelude Capital Management
New York
|
$1748万
|
+$62.5万
|
10
|
0.86%
|
買い増し
|
|
