|
1951
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$7333万
|
-$304万
|
7
|
10.37%
|
減少
|
|
|
1952
|
Institute for Wealth Management
Denver,
Colorado
|
$7322万
|
-$132万
|
10
|
7.76%
|
減少
|
|
|
1953
|
Chemistry Wealth Management
New York
|
$7317万
|
-$157万
|
6
|
13.69%
|
減少
|
|
|
1954
|
Estuary Capital Management
Wayzata,
Minnesota
|
$7301万
|
+$7400万
|
2
|
12.98%
|
新規
|
|
|
1955
|
Leo Wealth LLC
Hurst,
Texas
|
$7275万
|
+$2531万
|
7
|
5.28%
|
買い増し
|
|
|
1956
|
Rockline Wealth Management
Plainview,
New York
|
$7272万
|
+$235万
|
7
|
14.83%
|
買い増し
|
|
|
1957
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$7268万
|
-$59.2万
|
7
|
12.45%
|
減少
|
|
|
1958
|
Burkehill Global Management
New York
|
$7265万
|
-$1524万
|
2
|
4.78%
|
減少
|
|
|
1959
|
HWG Holdings
Houston,
Texas
|
$7263万
|
+$234万
|
3
|
17.6%
|
買い増し
|
|
|
1960
|
Delta Investment Management
San Francisco,
California
|
$7260万
|
+$273万
|
8
|
12.6%
|
買い増し
|
|
|
1961
|
Romano Brothers & Co
Evanston,
Illinois
|
$7259万
|
-$84.3万
|
6
|
8.25%
|
減少
|
|
|
1962
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$7252万
|
$0
|
6
|
18.74%
|
維持
|
|
|
1963
|
Covenant Asset Management
Chester,
New Jersey
|
$7248万
|
+$23.5万
|
5
|
8.58%
|
買い増し
|
|
|
1964
|
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
|
$7246万
|
+$2580万
|
2
|
1.63%
|
買い増し
|
|
|
1965
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$7242万
|
-$2573万
|
6
|
7.52%
|
減少
|
|
|
1966
|
Willis Investment Counsel
Gainesville,
Georgia
|
$7236万
|
+$200万
|
5
|
3.74%
|
買い増し
|
|
|
1967
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$7236万
|
+$659万
|
5
|
12.25%
|
買い増し
|
|
|
1968
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$7231万
|
-$98万
|
7
|
12.47%
|
減少
|
|
|
1969
|
Aspiriant LLC
Los Angeles,
California
|
$7229万
|
+$177万
|
6
|
2.08%
|
買い増し
|
|
|
1970
|
Knuff & Co
Foster City,
California
|
$7224万
|
+$456万
|
8
|
21.29%
|
買い増し
|
|
|
1971
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$7209万
|
+$95万
|
6
|
5.92%
|
買い増し
|
|
|
1972
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$7194万
|
+$2029万
|
6
|
4.15%
|
買い増し
|
|
|
1973
|
Sompo Asset Management
Tokyo,
Japan
|
$7192万
|
-$559万
|
6
|
12.33%
|
減少
|
|
|
1974
|
|
$7190万
|
-$244万
|
6
|
9.43%
|
減少
|
|
|
1975
|
Farmers Trust Company
Youngstown,
Ohio
|
$7181万
|
-$233万
|
9
|
11.71%
|
減少
|
|
