|
1951
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$4390万
|
+$102万
|
6
|
8.12%
|
買い増し
|
|
|
1952
|
Intellectus Partners
San Francisco,
California
|
$4389万
|
+$2.3万
|
8
|
12.67%
|
買い増し
|
|
|
1953
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$4379万
|
+$41.7万
|
9
|
3.63%
|
買い増し
|
|
|
1954
|
Savoie Capital
Chicago,
Illinois
|
$4377万
|
-$3727万
|
3
|
10%
|
減少
|
|
|
1955
|
Plimoth Trust
Plymouth,
Massachusetts
|
$4375万
|
-$49.4万
|
6
|
12.62%
|
減少
|
|
|
1956
|
Parus Finance (UK)
London,
United Kingdom
|
$4371万
|
-$41.7万
|
4
|
22.72%
|
減少
|
|
|
1957
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$4369万
|
-$30.5万
|
7
|
7.7%
|
減少
|
|
|
1958
|
Cooper Financial Group
Irvine,
California
|
$4368万
|
+$224万
|
6
|
7.94%
|
買い増し
|
|
|
1959
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$4368万
|
-$11.8万
|
5
|
20.58%
|
減少
|
|
|
1960
|
Bulltick Wealth Management
Miami,
Florida
|
$4357万
|
+$391万
|
5
|
9.9%
|
買い増し
|
|
|
1961
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$4344万
|
-$101万
|
6
|
20.17%
|
減少
|
|
|
1962
|
Hamilton Capital Partners (Canada)
Toronto,
|
$4327万
|
+$4083万
|
3
|
8.66%
|
新規
|
|
|
1963
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$4315万
|
-$20.5万
|
5
|
19.25%
|
減少
|
|
|
1964
|
Buffington Mohr McNeal
Boise,
Idaho
|
$4312万
|
-$37.6万
|
6
|
8.66%
|
減少
|
|
|
1965
|
Curi Wealth Management
Raleigh,
North Carolina
|
$4306万
|
-$414万
|
5
|
5.95%
|
減少
|
|
|
1966
|
|
$4304万
|
+$37.4万
|
6
|
15.43%
|
買い増し
|
|
|
1967
|
Family Management
New York
|
$4303万
|
+$69.5万
|
5
|
8.93%
|
買い増し
|
|
|
1968
|
Duncker Streett & Co
St. Louis,
Missouri
|
$4295万
|
+$159万
|
7
|
9.07%
|
買い増し
|
|
|
1969
|
Sands Capital Ventures
Arlington,
Virginia
|
$4295万
|
+$7,440
|
1
|
11.95%
|
買い増し
|
|
|
1970
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$4295万
|
-$615万
|
7
|
5.13%
|
減少
|
|
|
1971
|
Two Point Capital Management
Pittsford,
New York
|
$4291万
|
+$105万
|
3
|
19.6%
|
買い増し
|
|
|
1972
|
Clearstead Trust
Portland,
Maine
|
$4284万
|
+$600万
|
7
|
11.71%
|
買い増し
|
|
|
1973
|
Asset Dedication LLC
San Francisco,
California
|
$4278万
|
+$10.1万
|
18
|
3.48%
|
買い増し
|
|
|
1974
|
One Capital Management
Westlake Village,
California
|
$4273万
|
-$126万
|
5
|
1.69%
|
減少
|
|
|
1975
|
Regal Partners
Sydney, NSW,
Australia
|
$4261万
|
+$350万
|
1
|
4.53%
|
買い増し
|
|
