|
2001
|
Draper Asset Management
Smithtown,
New York
|
$6907万
|
-$53.9万
|
3
|
34.94%
|
減少
|
|
|
2002
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$6901万
|
+$287万
|
9
|
2.39%
|
買い増し
|
|
|
2003
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$6899万
|
-$96.2万
|
7
|
5.67%
|
減少
|
|
|
2004
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$6896万
|
-$39.6万
|
6
|
4.09%
|
減少
|
|
|
2005
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$6896万
|
-$96.4万
|
7
|
20.62%
|
減少
|
|
|
2006
|
Quantum Private Wealth
Tampa,
Florida
|
$6887万
|
-$494万
|
7
|
17.65%
|
減少
|
|
|
2007
|
Sovran Advisors
San Diego,
California
|
$6881万
|
-$299万
|
11
|
5.13%
|
減少
|
|
|
2008
|
Westerkirk Capital
Victoria,
|
$6880万
|
+$445万
|
8
|
6.62%
|
買い増し
|
|
|
2009
|
Archford Capital Strategies
Swansea,
Illinois
|
$6840万
|
-$19.9万
|
9
|
6.93%
|
減少
|
|
|
2010
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$6834万
|
-$695万
|
19
|
7.59%
|
減少
|
|
|
2011
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$6827万
|
-$2451万
|
4
|
4.57%
|
減少
|
|
|
2012
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$6826万
|
-$249万
|
7
|
9.3%
|
減少
|
|
|
2013
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$6826万
|
-$39.8万
|
5
|
14.59%
|
減少
|
|
|
2014
|
Security National Bank
Omaha,
Nebraska
|
$6825万
|
+$415万
|
6
|
8.14%
|
買い増し
|
|
|
2015
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$6822万
|
-$194万
|
5
|
11.26%
|
減少
|
|
|
2016
|
Huntleigh Advisors
St. Louis,
Missouri
|
$6814万
|
+$673万
|
8
|
9.54%
|
買い増し
|
|
|
2017
|
Bennett Selby Investments
Falmouth,
Maine
|
$6811万
|
+$53.9万
|
4
|
21.77%
|
買い増し
|
|
|
2018
|
Knuff & Co
Foster City,
California
|
$6811万
|
+$424万
|
8
|
17.25%
|
買い増し
|
|
|
2019
|
Channing Capital Management
Chicago,
Illinois
|
$6810万
|
+$2362万
|
5
|
1.57%
|
買い増し
|
|
|
2020
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$6809万
|
+$916万
|
8
|
6.36%
|
買い増し
|
|
|
2021
|
Strategic Blueprint
Atlanta,
Georgia
|
$6801万
|
-$56.4万
|
8
|
3.4%
|
減少
|
|
|
2022
|
PFG Advisors
Phoenix,
Arizona
|
$6800万
|
-$574万
|
8
|
3.43%
|
減少
|
|
|
2023
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$6797万
|
+$2349万
|
4
|
38.75%
|
買い増し
|
|
|
2024
|
Fogel Capital Management
Stuart,
Florida
|
$6778万
|
+$66.7万
|
4
|
27.25%
|
買い増し
|
|
|
2025
|
SageView Advisory Group
Newport Beach,
California
|
$6772万
|
-$121万
|
8
|
2.22%
|
減少
|
|
