|
1951
|
Hamilton Wealth
Encino,
California
|
$4353万
|
+$94.8万
|
4
|
19.45%
|
買い増し
|
|
|
1952
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$4351万
|
+$157万
|
9
|
10.57%
|
買い増し
|
|
|
1953
|
|
$4346万
|
+$103万
|
4
|
10.45%
|
買い増し
|
|
|
1954
|
Premier Fund Managers
Guildford,
United Kingdom
|
$4344万
|
-$1627万
|
2
|
1.4%
|
減少
|
|
|
1955
|
Iyo Bank
Matsuyama,
Japan
|
$4343万
|
+$4304万
|
3
|
13.25%
|
新規
|
|
|
1956
|
HCR Wealth Advisors
Los Angeles,
California
|
$4332万
|
+$109万
|
7
|
6.71%
|
買い増し
|
|
|
1957
|
Forum Financial Management
Lombard,
Illinois
|
$4329万
|
+$4286万
|
11
|
2.21%
|
新規
|
|
|
1958
|
Plimoth Trust
Plymouth,
Massachusetts
|
$4326万
|
+$31.2万
|
6
|
10.97%
|
買い増し
|
|
|
1959
|
Essex Investment Management
Boston,
Massachusetts
|
$4324万
|
+$417万
|
7
|
4.95%
|
買い増し
|
|
|
1960
|
Alpha Wave Global
New York
|
$4321万
|
-$1195万
|
2
|
4.8%
|
減少
|
|
|
1961
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$4308万
|
-$1.03万
|
7
|
8.14%
|
減少
|
|
|
1962
|
Resonate Capital
San Francisco,
California
|
$4304万
|
+$4353万
|
5
|
37.47%
|
新規
|
|
|
1963
|
Oxler Private Wealth
Rye Brook,
New York
|
$4304万
|
-$36万
|
7
|
17.84%
|
減少
|
|
|
1964
|
In-Depth Partners
Miami,
Florida
|
$4300万
|
+$4266万
|
3
|
26.11%
|
新規
|
|
|
1965
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$4293万
|
-$9.2万
|
6
|
9.51%
|
減少
|
|
|
1966
|
Chelsea Counsel Company
Los Angeles,
California
|
$4291万
|
-$263万
|
5
|
18.58%
|
減少
|
|
|
1967
|
Hutchinson Capital Management
San Rafael,
California
|
$4287万
|
-$131万
|
5
|
9.54%
|
減少
|
|
|
1968
|
Stelac Advisory Services
New York
|
$4283万
|
-$75.5万
|
6
|
11.6%
|
減少
|
|
|
1969
|
Harbour Investments
Madison,
Wisconsin
|
$4281万
|
-$4102万
|
29
|
2.55%
|
減少
|
|
|
1970
|
Corda Investment Management
Houston,
Texas
|
$4281万
|
+$174万
|
4
|
3.36%
|
買い増し
|
|
|
1971
|
Tobias Financial Advisors
Plantation,
Florida
|
$4281万
|
+$3990万
|
4
|
3.36%
|
買い増し
|
|
|
1972
|
|
$4267万
|
-$48.7万
|
5
|
12.08%
|
減少
|
|
|
1973
|
Whalerock Point Partners
Providence,
Rhode Island
|
$4264万
|
+$91.3万
|
5
|
14.61%
|
買い増し
|
|
|
1974
|
Avior Wealth Management
Omaha,
Nebraska
|
$4262万
|
+$138万
|
18
|
3.52%
|
買い増し
|
|
|
1975
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$4261万
|
+$982万
|
13
|
6.84%
|
買い増し
|
|
