|
2001
|
Bollard Group
Boston,
Massachusetts
|
$1,000
|
+$948
|
+4
|
新規
|
|
|
2002
|
Financial Consulate
Hunt Valley,
Maryland
|
$821
|
+$948
|
+4
|
新規
|
|
|
2003
|
Financial Network Wealth Advisors
Murray,
Utah
|
$820
|
-$474
|
-2
|
-33%
|
|
|
2004
|
Monetary Solutions
Dayton,
Ohio
|
$820
|
–
|
–
|
–
|
|
|
2005
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$616
|
–
|
–
|
–
|
|
|
2006
|
Solstein Capital
Menlo Park,
California
|
$615
|
–
|
–
|
–
|
|
|
2007
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$615
|
+$711
|
+3
|
新規
|
|
|
2008
|
DecisionPoint Financial
Mesa,
Arizona
|
$422
|
-$948
|
-4
|
-67%
|
|
|
2009
|
Oakmont Advisory Group
Albuquerque,
New Mexico
|
$410
|
+$474
|
+2
|
新規
|
|
|
2010
|
Tradewinds Capital Management
Bellingham,
Washington
|
$206
|
-$1,658
|
-7
|
-88%
|
|
|
2011
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$206
|
-$1,184
|
-5
|
-83%
|
|
|
2012
|
BOK Financial Private Wealth
Denver,
Colorado
|
$206
|
+$237
|
+1
|
新規
|
|
|
2013
|
Maryland Capital Advisors
Chester,
Maryland
|
$206
|
+$237
|
+1
|
新規
|
|
|
2014
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$205
|
–
|
–
|
–
|
|
|
2015
|
Downshift Financial
Boulder,
Colorado
|
$205
|
+$237
|
+1
|
新規
|
|
|
2016
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$177
|
–
|
–
|
–
|
|
|
2017
|
Cordant Inc
Portland,
Oregon
|
$107
|
+$237
|
+1
|
新規
|
|
|
2018
|
Cantillon Capital Management
New York
|
–
|
-$2.48億
|
-1,019,710
|
解消
|
|
|
2019
|
Holocene Advisors
New York
|
–
|
-$9432万
|
-388,000
|
解消
|
|
|
2020
|
Trexquant Investment
Stamford,
Connecticut
|
–
|
-$4751万
|
-200,539
|
解消
|
|
|
2021
|
Tudor Investment Corp
Stamford,
Connecticut
|
–
|
-$4278万
|
-180,591
|
解消
|
|
|
2022
|
Guinness Asset Management
London,
United Kingdom
|
–
|
-$3442万
|
-141,596
|
解消
|
|
|
2023
|
|
–
|
-$2461万
|
-101,242
|
解消
|
|
|
2024
|
PBU - The Pension Fund of Early Childhood & Youth Educators
Copenhagen,
|
–
|
-$2180万
|
-89,697
|
解消
|
|
|
2025
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
–
|
-$1866万
|
-76,765
|
解消
|
|
