|
1951
|
Circle Wealth Management
Summit,
New Jersey
|
$3355万
|
-$86.8万
|
7
|
5.35%
|
減少
|
|
|
1952
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$3353万
|
+$104万
|
6
|
11.28%
|
買い増し
|
|
|
1953
|
Transform Wealth
Greenwood Village,
Colorado
|
$3350万
|
-$40.4万
|
4
|
6.72%
|
減少
|
|
|
1954
|
GFG Capital
Miami,
Florida
|
$3348万
|
+$45.5万
|
5
|
11.57%
|
買い増し
|
|
|
1955
|
Managed Asset Portfolios
Rochester,
Michigan
|
$3348万
|
-$48.5万
|
2
|
5.38%
|
減少
|
|
|
1956
|
Capital Planning Advisors
Roseville,
California
|
$3346万
|
-$170万
|
6
|
7.5%
|
減少
|
|
|
1957
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$3342万
|
+$19.8万
|
6
|
9.95%
|
買い増し
|
|
|
1958
|
Trust Company of Kansas
Wichita,
Kansas
|
$3342万
|
+$6.99万
|
3
|
21.86%
|
買い増し
|
|
|
1959
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$3341万
|
+$3.65万
|
3
|
8.86%
|
買い増し
|
|
|
1960
|
Crystal Rock Capital Management
Bannockburn,
Illinois
|
$3340万
|
-$277万
|
5
|
18.13%
|
減少
|
|
|
1961
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$3338万
|
-$100万
|
6
|
8.39%
|
減少
|
|
|
1962
|
Chelsea Counsel Company
Los Angeles,
California
|
$3336万
|
-$125万
|
5
|
16.53%
|
減少
|
|
|
1963
|
Symphony Financial
Houston,
Texas
|
$3331万
|
+$2423万
|
9
|
8.8%
|
買い増し
|
|
|
1964
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$3330万
|
-$34.9万
|
6
|
6.19%
|
減少
|
|
|
1965
|
Elk River Wealth Management
Denver,
Colorado
|
$3325万
|
+$171万
|
6
|
9.47%
|
買い増し
|
|
|
1966
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$3319万
|
-$13.4万
|
5
|
18.31%
|
減少
|
|
|
1967
|
Dash Acquisitions
Woodland Hills,
California
|
$3315万
|
+$613万
|
4
|
21.78%
|
買い増し
|
|
|
1968
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$3314万
|
+$265万
|
6
|
6.17%
|
買い増し
|
|
|
1969
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3310万
|
+$170万
|
7
|
1.27%
|
買い増し
|
|
|
1970
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$3302万
|
+$5.48万
|
7
|
7.69%
|
買い増し
|
|
|
1971
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$3297万
|
-$58.5万
|
6
|
2.68%
|
減少
|
|
|
1972
|
Wellington Shields & Co
New York
|
$3283万
|
-$4.38万
|
9
|
11.76%
|
減少
|
|
|
1973
|
Renaissance Capital
Stamford,
Connecticut
|
$3279万
|
-$687万
|
4
|
4.86%
|
減少
|
|
|
1974
|
First Interstate Bancsystem
Billings,
Montana
|
$3277万
|
+$3251万
|
4
|
3.9%
|
新規
|
|
|
1975
|
Brightworth
Atlanta,
Georgia
|
$3272万
|
+$181万
|
5
|
3.02%
|
買い増し
|
|
