|
1951
|
Clearstead Trust
Portland,
Maine
|
$6173万
|
+$125万
|
15
|
10.06%
|
買い増し
|
|
|
1952
|
Covenant Asset Management
Chester,
New Jersey
|
$6170万
|
+$132万
|
5
|
9.29%
|
買い増し
|
|
|
1953
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$6169万
|
-$4.91万
|
6
|
14.07%
|
減少
|
|
|
1954
|
Lynch & Associates
Newburgh,
Indiana
|
$6165万
|
-$41.2万
|
5
|
11.58%
|
減少
|
|
|
1955
|
SageView Advisory Group
Newport Beach,
California
|
$6160万
|
-$584万
|
8
|
2.25%
|
減少
|
|
|
1956
|
Bulltick Wealth Management
Miami,
Florida
|
$6154万
|
+$1696万
|
6
|
13.59%
|
買い増し
|
|
|
1957
|
JANA Partners Management
New York
|
$6154万
|
+$7060万
|
1
|
3.69%
|
新規
|
|
|
1958
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$6135万
|
-$3874万
|
6
|
9.1%
|
減少
|
|
|
1959
|
Ascent Wealth Partners
New Hartford,
New York
|
$6133万
|
+$226万
|
8
|
7.13%
|
買い増し
|
|
|
1960
|
Keel Point
Huntsville,
Alabama
|
$6131万
|
-$2544万
|
7
|
4.05%
|
減少
|
|
|
1961
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$6130万
|
-$138万
|
5
|
10.92%
|
減少
|
|
|
1962
|
Farmers Trust Company
Youngstown,
Ohio
|
$6127万
|
-$23万
|
9
|
9.62%
|
減少
|
|
|
1963
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$6123万
|
-$4.89万
|
5
|
14.85%
|
減少
|
|
|
1964
|
Personal CFO Solutions
Chester,
New Jersey
|
$6120万
|
-$106万
|
13
|
8.6%
|
減少
|
|
|
1965
|
Berger Financial Group
Plymouth,
Minnesota
|
$6102万
|
-$745万
|
7
|
3.42%
|
減少
|
|
|
1966
|
Asio Capital
Lexington,
Kentucky
|
$6097万
|
+$729万
|
5
|
8.56%
|
買い増し
|
|
|
1967
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$6092万
|
-$857万
|
8
|
7.48%
|
減少
|
|
|
1968
|
Rubicon Global Capital
London,
United Kingdom
|
$6091万
|
+$2.37万
|
3
|
25.97%
|
買い増し
|
|
|
1969
|
Archford Capital Strategies
Swansea,
Illinois
|
$6091万
|
+$161万
|
9
|
6.97%
|
買い増し
|
|
|
1970
|
Csenge Advisory Group
Clearwater,
Florida
|
$6088万
|
-$193万
|
10
|
2.79%
|
減少
|
|
|
1971
|
Sompo Asset Management
Tokyo,
Japan
|
$6084万
|
-$230万
|
6
|
11.17%
|
減少
|
|
|
1972
|
Romano Brothers & Co
Evanston,
Illinois
|
$6081万
|
-$41.5万
|
7
|
6.91%
|
減少
|
|
|
1973
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$6077万
|
-$129万
|
7
|
5.77%
|
減少
|
|
|
1974
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$6071万
|
+$118万
|
6
|
3.6%
|
買い増し
|
|
|
1975
|
|
$6059万
|
+$2160万
|
3
|
4.59%
|
買い増し
|
|
