|
2001
|
Naman Capital
Sao Paulo,
Brazil
|
$1222万
|
–
|
–
|
–
|
|
|
2002
|
TenCore Partners
New York
|
$1220万
|
–
|
–
|
–
|
|
|
2003
|
Permanens Capital
New York
|
$1219万
|
+$1008万
|
+28,003
|
+458%
|
|
|
2004
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$1217万
|
-$38.2万
|
-1,060
|
-3%
|
|
|
2005
|
Wimmer Associates 1
Pasadena,
California
|
$1215万
|
-$56.1万
|
-1,558
|
-4%
|
|
|
2006
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1213万
|
-$26.7万
|
-742
|
-2%
|
|
|
2007
|
Caitong International Asset Management
Hong Kong
|
$1211万
|
+$1045万
|
+29,018
|
+595%
|
|
|
2008
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$1210万
|
-$5.36万
|
-149
|
-0.4%
|
|
|
2009
|
|
$1209万
|
-$216万
|
-5,991
|
-15%
|
|
|
2010
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$1209万
|
-$27万
|
-749
|
-2%
|
|
|
2011
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$1208万
|
-$34万
|
-945
|
-3%
|
|
|
2012
|
Ceera Investments
Bellaire,
Texas
|
$1207万
|
-$33万
|
-917
|
-3%
|
|
|
2013
|
Citizens Business Bank
Ontario,
California
|
$1204万
|
-$26.2万
|
-727
|
-2%
|
|
|
2014
|
Johns Hopkins University
Baltimore,
Maryland
|
$1202万
|
+$1211万
|
+33,634
|
新規
|
|
|
2015
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1199万
|
+$119万
|
+3,319
|
+11%
|
|
|
2016
|
Chelsea Counsel Company
Los Angeles,
California
|
$1199万
|
-$24.9万
|
-693
|
-2%
|
|
|
2017
|
Markowski Investments
Tampa,
Florida
|
$1192万
|
+$1200万
|
+33,347
|
新規
|
|
|
2018
|
Claro Advisors
Boston,
Massachusetts
|
$1190万
|
+$6.7万
|
+186
|
+0.6%
|
|
|
2019
|
Silver Oak Securities
Jackson,
Tennessee
|
$1188万
|
+$18.7万
|
+520
|
+2%
|
|
|
2020
|
Lincluden Management
Mississauga,
Ontario, Canada
|
$1188万
|
+$5,040
|
+14
|
+0%
|
|
|
2021
|
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
|
$1187万
|
+$1.01万
|
+28
|
+0.1%
|
|
|
2022
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$1187万
|
+$165万
|
+4,597
|
+16%
|
|
|
2023
|
Quadcap Wealth Management
Frisco,
Texas
|
$1187万
|
+$110万
|
+3,065
|
+10%
|
|
|
2024
|
Altman Advisors
Chicago,
Illinois
|
$1186万
|
-$21.2万
|
-590
|
-2%
|
|
|
2025
|
N10 Assets
Greenwich,
Connecticut
|
$1186万
|
+$1195万
|
+33,184
|
新規
|
|
