|
1951
|
Colonial Trust
Spartanburg,
South Carolina
|
$3833万
|
-$148万
|
14
|
9.47%
|
減少
|
|
|
1952
|
Perry Creek Capital
New York
|
$3821万
|
-$1901万
|
1
|
14.65%
|
減少
|
|
|
1953
|
McIlrath & Eck
Arlington,
Washington
|
$3819万
|
-$675万
|
15
|
7.68%
|
減少
|
|
|
1954
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$3818万
|
+$4.27万
|
5
|
5.1%
|
買い増し
|
|
|
1955
|
Roberts Wealth Advisors
Palo Alto,
California
|
$3816万
|
+$13.8万
|
7
|
16.78%
|
買い増し
|
|
|
1956
|
Royal Fund Management
Lady Lake,
Florida
|
$3815万
|
+$399万
|
11
|
5.16%
|
買い増し
|
|
|
1957
|
GM Advisory Group
Melville,
New York
|
$3809万
|
-$79.8万
|
7
|
3.11%
|
減少
|
|
|
1958
|
LTS One Management
New York
|
$3800万
|
+$3990万
|
2
|
8.35%
|
新規
|
|
|
1959
|
Sargent Investment Group
Bethesda,
Maryland
|
$3795万
|
+$319万
|
6
|
9.14%
|
買い増し
|
|
|
1960
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$3788万
|
+$195万
|
5
|
5.77%
|
買い増し
|
|
|
1961
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$3784万
|
-$189万
|
9
|
3.52%
|
減少
|
|
|
1962
|
IQ EQ Fund Management
Dublin 2,
Ireland
|
$3783万
|
-$160万
|
6
|
7.77%
|
減少
|
|
|
1963
|
|
$3781万
|
-$18.5万
|
5
|
7.2%
|
減少
|
|
|
1964
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$3779万
|
-$112万
|
5
|
19.13%
|
減少
|
|
|
1965
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$3774万
|
-$72万
|
6
|
4.67%
|
減少
|
|
|
1966
|
Two Point Capital Management
Pittsford,
New York
|
$3773万
|
-$23.4万
|
3
|
20.79%
|
減少
|
|
|
1967
|
West Branch Capital
Amherst,
Massachusetts
|
$3765万
|
-$12.2万
|
14
|
19.76%
|
減少
|
|
|
1968
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$3763万
|
-$95.1万
|
4
|
12.03%
|
減少
|
|
|
1969
|
|
$3762万
|
-$18.7万
|
6
|
8.92%
|
減少
|
|
|
1970
|
Carlson Capital
Dallas,
Texas
|
$3759万
|
+$3154万
|
3
|
2.93%
|
買い増し
|
|
|
1971
|
Waverly Advisors
Birmingham,
Alabama
|
$3751万
|
+$855万
|
8
|
1.64%
|
買い増し
|
|
|
1972
|
Asset Dedication LLC
San Francisco,
California
|
$3737万
|
+$30万
|
19
|
3.18%
|
買い増し
|
|
|
1973
|
Sigma Investment Counselors
Northville,
Michigan
|
$3736万
|
-$20.3万
|
6
|
2.82%
|
減少
|
|
|
1974
|
Red Door Wealth Management
Memphis,
Tennessee
|
$3730万
|
-$260万
|
7
|
9.32%
|
減少
|
|
|
1975
|
Greenland Capital Management
New York
|
$3730万
|
+$1638万
|
9
|
3.64%
|
買い増し
|
|
