|
1901
|
Orion Capital Management
Coronado,
California
|
$105万
|
+$1.31万
|
2
|
0.4%
|
買い増し
|
|
|
1902
|
Williamson Legacy Group
Carmel,
Indiana
|
$105万
|
+$92万
|
1
|
0.89%
|
新規
|
|
|
1903
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$105万
|
-$3,607
|
1
|
0.48%
|
減少
|
|
|
1904
|
New Hampshire Trust
Concord,
New Hampshire
|
$105万
|
-$8,760
|
1
|
0.22%
|
減少
|
|
|
1905
|
Founders Fund V Management
San Francisco,
California
|
$105万
|
$0
|
1
|
76.55%
|
維持
|
|
|
1906
|
Institute for Wealth Management
Denver,
Colorado
|
$105万
|
-$2.34万
|
1
|
0.12%
|
減少
|
|
|
1907
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$105万
|
$0
|
1
|
0.51%
|
維持
|
|
|
1908
|
Revisor Wealth Management
Akron,
Ohio
|
$105万
|
-$2.47万
|
1
|
0.38%
|
減少
|
|
|
1909
|
Virtue Capital Management
Brentwood,
Tennessee
|
$104万
|
-$29万
|
1
|
0.19%
|
減少
|
|
|
1910
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$104万
|
+$62.9万
|
1
|
0.86%
|
買い増し
|
|
|
1911
|
First National Corp
Rockland,
Massachusetts
|
$104万
|
+$9.07万
|
1
|
0.21%
|
買い増し
|
|
|
1912
|
Gries Financial
Cleveland,
Ohio
|
$104万
|
+$6.67万
|
1
|
0.19%
|
買い増し
|
|
|
1913
|
Whitney & Co
Rochester,
New York
|
$104万
|
+$1,288
|
1
|
0.1%
|
買い増し
|
|
|
1914
|
Modus Advisors
Excelsior,
Minnesota
|
$104万
|
+$25.4万
|
4
|
0.31%
|
買い増し
|
|
|
1915
|
Vista Investment Partners II
Richmond,
Indiana
|
$104万
|
+$3,607
|
1
|
0.5%
|
買い増し
|
|
|
1916
|
Aquatic Capital Management
Chicago,
Illinois
|
$103万
|
+$82.8万
|
2
|
0.02%
|
新規
|
|
|
1917
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$103万
|
+$2.45万
|
1
|
0.16%
|
買い増し
|
|
|
1918
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$103万
|
$0
|
1
|
0.44%
|
維持
|
|
|
1919
|
Basso Capital Management
Stamford,
Connecticut
|
$103万
|
+$25.8万
|
1
|
0.76%
|
買い増し
|
|
|
1920
|
First Command Advisory Services
Fort Worth,
Texas
|
$103万
|
+$1万
|
1
|
0.01%
|
買い増し
|
|
|
1921
|
Peak Asset Management
Louisville,
Colorado
|
$103万
|
+$28.3万
|
1
|
0.19%
|
買い増し
|
|
|
1922
|
Magnetar Financial
Evanston,
Illinois
|
$103万
|
+$80.4万
|
1
|
0.01%
|
新規
|
|
|
1923
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$103万
|
+$1.24万
|
1
|
0.67%
|
買い増し
|
|
|
1924
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$103万
|
+$258
|
1
|
0.15%
|
買い増し
|
|
|
1925
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$103万
|
+$10.7万
|
6
|
0.08%
|
買い増し
|
|
