|
2001
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$833万
|
+$20.6万
|
3
|
5.42%
|
買い増し
|
|
|
2002
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$827万
|
+$225万
|
4
|
1%
|
買い増し
|
|
|
2003
|
|
$827万
|
-$4万
|
2
|
3.65%
|
減少
|
|
|
2004
|
|
$821万
|
-$175万
|
1
|
2.46%
|
減少
|
|
|
2005
|
Oribel Capital Management
New York
|
$820万
|
+$826万
|
2
|
1.54%
|
新規
|
|
|
2006
|
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
$820万
|
+$828万
|
1
|
1.22%
|
新規
|
|
|
2007
|
WFG Advisors
Dallas,
Texas
|
$820万
|
-$29.6万
|
14
|
2.01%
|
減少
|
|
|
2008
|
Tiemann Investment Advisors
Menlo Park,
California
|
$820万
|
-$71.2万
|
7
|
8.01%
|
減少
|
|
|
2009
|
Palouse Capital Management
Spokane,
Washington
|
$819万
|
-$14.2万
|
2
|
3.35%
|
減少
|
|
|
2010
|
Bray Capital Advisors
Naples,
Florida
|
$813万
|
-$31.5万
|
4
|
4.87%
|
減少
|
|
|
2011
|
Bonness Enterprises
Washington,
District of Columbia
|
$811万
|
-$75.5万
|
3
|
7.29%
|
減少
|
|
|
2012
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$810万
|
+$52.3万
|
5
|
1.71%
|
買い増し
|
|
|
2013
|
BancorpSouth
Tupelo,
Mississippi
|
$810万
|
+$43.6万
|
5
|
0.9%
|
買い増し
|
|
|
2014
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$809万
|
-$32.5万
|
1
|
4.03%
|
減少
|
|
|
2015
|
Lapides Asset Management
Greenwich,
Connecticut
|
$806万
|
-$10.4万
|
1
|
1.45%
|
減少
|
|
|
2016
|
Stockman Wealth Management
Billings,
Montana
|
$802万
|
+$231万
|
3
|
4.88%
|
買い増し
|
|
|
2017
|
Mission Wealth Management
Santa Barbara,
California
|
$802万
|
+$126万
|
6
|
1.59%
|
買い増し
|
|
|
2018
|
Archon Partners
Princeton Junction,
New Jersey
|
$801万
|
$0
|
1
|
2.09%
|
維持
|
|
|
2019
|
|
$800万
|
-$942万
|
4
|
0.33%
|
減少
|
|
|
2020
|
Alambic Investment Management
Belvedere,
California
|
$800万
|
+$116万
|
3
|
1.42%
|
買い増し
|
|
|
2021
|
Brave Asset Management
Summit,
New Jersey
|
$799万
|
+$33.3万
|
5
|
5.11%
|
買い増し
|
|
|
2022
|
LaSalle Street Capital Management
Chicago,
Illinois
|
$796万
|
$0
|
5
|
7.07%
|
維持
|
|
|
2023
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$795万
|
-$40.7万
|
12
|
1.87%
|
減少
|
|
|
2024
|
United Bank (West Virginia)
Parkersburg,
West Virginia
|
$795万
|
-$37.6万
|
5
|
3.51%
|
減少
|
|
|
2025
|
Lipe & Dalton
Syracuse,
New York
|
$794万
|
-$16.2万
|
4
|
5.65%
|
減少
|
|
