|
1926
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$127万
|
+$431万
|
1
|
0.3%
|
買い増し
|
|
|
1927
|
Legacy Private Trust
Neenah,
Wisconsin
|
$126万
|
$0
|
1
|
0.07%
|
維持
|
|
|
1928
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$126万
|
-$1,497
|
2
|
0.16%
|
減少
|
|
|
1929
|
Monte Financial Group
Guilford,
Connecticut
|
$126万
|
$0
|
1
|
0.47%
|
維持
|
|
|
1930
|
Claro Advisors
Boston,
Massachusetts
|
$126万
|
+$10.7万
|
1
|
0.17%
|
買い増し
|
|
|
1931
|
Huntleigh Advisors
St. Louis,
Missouri
|
$126万
|
+$42.9万
|
1
|
0.21%
|
買い増し
|
|
|
1932
|
Wealth Architects
Mountain View,
California
|
$126万
|
-$8,985
|
1
|
0.11%
|
減少
|
|
|
1933
|
J. Safra Asset Management
New York
|
$126万
|
-$4,492
|
1
|
0.07%
|
減少
|
|
|
1934
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$125万
|
+$1.8万
|
1
|
0.36%
|
買い増し
|
|
|
1935
|
Severin Investments
St. Louis,
Missouri
|
$125万
|
-$6,589
|
1
|
1.11%
|
減少
|
|
|
1936
|
SG Trading Solutions
Bountiful,
Utah
|
$125万
|
+$126万
|
1
|
0.29%
|
新規
|
|
|
1937
|
Banyan Capital Management
Atlanta,
Georgia
|
$125万
|
-$1.8万
|
1
|
0.54%
|
減少
|
|
|
1938
|
Aventura Private Wealth
Aventura,
Florida
|
$125万
|
-$91.9万
|
4
|
0.45%
|
減少
|
|
|
1939
|
Summit Global Investments
Bountiful,
Utah
|
$125万
|
+$126万
|
1
|
0.07%
|
新規
|
|
|
1940
|
Atwood & Palmer
Kansas City,
Missouri
|
$124万
|
$0
|
1
|
0.07%
|
維持
|
|
|
1941
|
Stratos Investment Management
Beachwood,
Ohio
|
$124万
|
+$57.4万
|
1
|
0.05%
|
買い増し
|
|
|
1942
|
WealthShield Partners
Cary,
North Carolina
|
$124万
|
+$1,129
|
2
|
0.14%
|
買い増し
|
|
|
1943
|
Thoma Capital Management
Towson,
Maryland
|
$124万
|
-$9.8万
|
1
|
0.72%
|
減少
|
|
|
1944
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$124万
|
-$6,888
|
1
|
0.37%
|
減少
|
|
|
1945
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$124万
|
-$8,985
|
1
|
0.48%
|
減少
|
|
|
1946
|
Drum Hill Capital
Westport,
Connecticut
|
$123万
|
-$2.01万
|
1
|
1.28%
|
減少
|
|
|
1947
|
Olistico Wealth
Tulsa,
Oklahoma
|
$123万
|
+$7,487
|
1
|
0.6%
|
買い増し
|
|
|
1948
|
Pincus Capital Management
New York
|
$123万
|
+$125万
|
1
|
0.82%
|
新規
|
|
|
1949
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$123万
|
+$18.3万
|
5
|
0.17%
|
買い増し
|
|
|
1950
|
BSW Wealth Partners
Boulder,
Colorado
|
$123万
|
-$1,497
|
1
|
0.15%
|
減少
|
|