|
2001
|
Northeast Financial Consultants
Westport,
Connecticut
|
$444万
|
-$48万
|
3
|
2.44%
|
減少
|
|
|
2002
|
Loeb Partners Corp
New York
|
$442万
|
-$69万
|
5
|
1.47%
|
減少
|
|
|
2003
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$442万
|
-$178万
|
1
|
2.98%
|
減少
|
|
|
2004
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$441万
|
+$176万
|
2
|
2.49%
|
買い増し
|
|
|
2005
|
Goldstein Munger & Associates
San Ramon,
California
|
$440万
|
-$3,499
|
2
|
1.82%
|
減少
|
|
|
2006
|
Balestra Capital
New York
|
$440万
|
-$442万
|
1
|
5.83%
|
減少
|
|
|
2007
|
|
$437万
|
$0
|
1
|
1.38%
|
維持
|
|
|
2008
|
Fagan Associates
Troy,
New York
|
$436万
|
+$8.7万
|
1
|
3.58%
|
買い増し
|
|
|
2009
|
First Houston Capital
Houston,
Texas
|
$436万
|
+$5.96万
|
3
|
4.08%
|
買い増し
|
|
|
2010
|
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
|
$436万
|
+$15.9万
|
5
|
2.82%
|
買い増し
|
|
|
2011
|
FNY Managed Accounts
New York
|
$435万
|
+$439万
|
5
|
13.05%
|
新規
|
|
|
2012
|
Investment Centers of America
Bismarck,
North Dakota
|
$435万
|
+$164万
|
6
|
0.77%
|
買い増し
|
|
|
2013
|
Princeton Capital Management
Red Bank,
New Jersey
|
$435万
|
-$33.3万
|
3
|
3.96%
|
減少
|
|
|
2014
|
Formidable Asset Management
Cincinnati,
Ohio
|
$435万
|
+$36.8万
|
6
|
2.87%
|
買い増し
|
|
|
2015
|
Hillhouse Investment Management
Grand Cayman,
Cayman Islands
|
$433万
|
+$502万
|
1
|
0.53%
|
新規
|
|
|
2016
|
High Point Bank & Trust
High Point,
North Carolina
|
$432万
|
+$6.41万
|
5
|
1.44%
|
買い増し
|
|
|
2017
|
Consolidated Investment Group
Englewood,
Colorado
|
$432万
|
$0
|
1
|
2.12%
|
維持
|
|
|
2018
|
Union Point Advisors
San Mateo,
California
|
$432万
|
+$436万
|
1
|
1.71%
|
新規
|
|
|
2019
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$431万
|
-$2.31万
|
5
|
1.77%
|
減少
|
|
|
2020
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
$430万
|
$0
|
2
|
5.38%
|
維持
|
|
|
2021
|
Financial Engines Advisors
Santa Clara,
California
|
$430万
|
+$195万
|
1
|
3.32%
|
買い増し
|
|
|
2022
|
BCWM LLC
Overland Park,
Kansas
|
$429万
|
+$90.8万
|
2
|
2.16%
|
買い増し
|
|
|
2023
|
Edge Wealth Management
New York
|
$429万
|
+$60.3万
|
6
|
1.65%
|
買い増し
|
|
|
2024
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$429万
|
-$3.2万
|
2
|
2.24%
|
減少
|
|
|
2025
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$428万
|
-$34.5万
|
10
|
3.74%
|
減少
|
|
