|
1951
|
Condor Capital Management
Martinsville,
New Jersey
|
US$7183萬
|
-US$120萬
|
5
|
5.39%
|
減碼
|
|
|
1952
|
Rosenblum Silverman Sutton
San Francisco,
California
|
US$7179萬
|
-US$304萬
|
4
|
17.25%
|
減碼
|
|
|
1953
|
Moody National Bank Trust Division
Galveston,
Texas
|
US$7170萬
|
-US$97.6萬
|
11
|
5.94%
|
減碼
|
|
|
1954
|
Nelson Capital Management
Menlo Park,
California
|
US$7158萬
|
-US$30.9萬
|
7
|
7.85%
|
減碼
|
|
|
1955
|
Crow's Nest Holdings
Richmond,
Virginia
|
US$7157萬
|
-US$3951萬
|
2
|
21.64%
|
減碼
|
|
|
1956
|
RMR Wealth Builders
Montclair,
New Jersey
|
US$7156萬
|
+US$598萬
|
9
|
4.44%
|
增持
|
|
|
1957
|
Sendero Wealth Management
San Antonio,
Texas
|
US$7155萬
|
-US$1194萬
|
7
|
7.12%
|
減碼
|
|
|
1958
|
Aspiriant LLC
Los Angeles,
California
|
US$7143萬
|
+US$636萬
|
9
|
1.76%
|
增持
|
|
|
1959
|
Toth Financial Advisory
Leesburg,
Virginia
|
US$7116萬
|
-US$156萬
|
14
|
6.95%
|
減碼
|
|
|
1960
|
Inspire Trust Company
Reno,
Nevada
|
US$7113萬
|
+US$842萬
|
6
|
9.78%
|
增持
|
|
|
1961
|
Guardian Point Capital
Charlottesville,
Virginia
|
US$7108萬
|
+US$628萬
|
2
|
21.89%
|
增持
|
|
|
1962
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
US$7102萬
|
-US$1049萬
|
6
|
11.31%
|
減碼
|
|
|
1963
|
SimplyRich
Carlsbad,
California
|
US$7102萬
|
+US$161萬
|
7
|
16.63%
|
增持
|
|
|
1964
|
Stack Financial Management
Whitefish,
Montana
|
US$7099萬
|
+US$104萬
|
3
|
5.54%
|
增持
|
|
|
1965
|
Stockman Wealth Management
Billings,
Montana
|
US$7093萬
|
-US$416萬
|
6
|
7.33%
|
減碼
|
|
|
1966
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
US$7092萬
|
-US$557萬
|
7
|
11.56%
|
減碼
|
|
|
1967
|
Advisory Alpha
Holland,
Michigan
|
US$7080萬
|
+US$461萬
|
8
|
1.74%
|
增持
|
|
|
1968
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
US$7080萬
|
-US$282萬
|
5
|
6.11%
|
減碼
|
|
|
1969
|
Community Financial Services Group
Newport,
Vermont
|
US$7065萬
|
-US$321萬
|
10
|
10.29%
|
減碼
|
|
|
1970
|
Sierra Summit Advisors
Incline Village,
Nevada
|
US$7064萬
|
+US$1313萬
|
7
|
7.89%
|
增持
|
|
|
1971
|
M. Kraus & Co
Shelburne,
Vermont
|
US$7058萬
|
-US$32.7萬
|
6
|
18.73%
|
減碼
|
|
|
1972
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
US$7043萬
|
+US$7348萬
|
6
|
5.73%
|
新
|
|
|
1973
|
Bond Capital Management
San Francisco,
California
|
US$7035萬
|
US$0
|
1
|
23.05%
|
維持不變
|
|
|
1974
|
Personal CFO Solutions
Chester,
New Jersey
|
US$7029萬
|
-US$69.8萬
|
12
|
10.16%
|
減碼
|
|
|
1975
|
Vega Investment Solutions
Paris,
France
|
US$7019萬
|
-US$317萬
|
10
|
9.96%
|
減碼
|
|
