|
2001
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1021万
|
-$1.27万
|
7
|
2.98%
|
減少
|
|
|
2002
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$1020万
|
-$10.2万
|
3
|
4.62%
|
減少
|
|
|
2003
|
HCR Wealth Advisors
Los Angeles,
California
|
$1018万
|
-$52.2万
|
5
|
5.03%
|
減少
|
|
|
2004
|
Wintrust Investments
Chicago,
Illinois
|
$1016万
|
+$38.7万
|
9
|
2.7%
|
買い増し
|
|
|
2005
|
Kerrisdale Advisers
Miami,
Florida
|
$1015万
|
+$840万
|
2
|
9.34%
|
買い増し
|
|
|
2006
|
Cadence Bank NA
Houston,
Texas
|
$1014万
|
-$13.5万
|
6
|
4.63%
|
減少
|
|
|
2007
|
S&T Bank
Indiana,
Pennsylvania
|
$1014万
|
-$58.6万
|
1
|
1.84%
|
減少
|
|
|
2008
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$1012万
|
+$163万
|
5
|
6.89%
|
買い増し
|
|
|
2009
|
Bray Capital Advisors
Naples,
Florida
|
$1011万
|
-$7.41万
|
5
|
5.54%
|
減少
|
|
|
2010
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$1010万
|
+$18.7万
|
2
|
9.7%
|
買い増し
|
|
|
2011
|
Cognios Capital
Leawood,
Kansas
|
$1008万
|
-$1951万
|
6
|
3.53%
|
減少
|
|
|
2012
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$1007万
|
+$1006万
|
3
|
7.4%
|
新規
|
|
|
2013
|
Aviance Capital Partners
Naples,
Florida
|
$1006万
|
+$40.3万
|
7
|
3.24%
|
買い増し
|
|
|
2014
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1003万
|
-$11.9万
|
6
|
4.59%
|
減少
|
|
|
2015
|
BB&T Investment Services
Charlotte,
North Carolina
|
$1000万
|
+$328万
|
13
|
2.51%
|
買い増し
|
|
|
2016
|
IMA Advisory Services
Denver,
Colorado
|
$997万
|
+$153万
|
6
|
4.8%
|
買い増し
|
|
|
2017
|
Cypress Asset Management
Houston,
Texas
|
$996万
|
+$282万
|
6
|
2.04%
|
買い増し
|
|
|
2018
|
Horizon Investment Services
Hammond,
Indiana
|
$992万
|
+$1.5万
|
4
|
4.44%
|
買い増し
|
|
|
2019
|
Point View Wealth Management
Summit,
New Jersey
|
$989万
|
+$225万
|
6
|
4.87%
|
買い増し
|
|
|
2020
|
|
$988万
|
$0
|
2
|
3.91%
|
維持
|
|
|
2021
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$987万
|
+$26.9万
|
3
|
3.41%
|
買い増し
|
|
|
2022
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$987万
|
-$72.6万
|
5
|
3.87%
|
減少
|
|
|
2023
|
Peconic Partners
New York
|
$985万
|
+$495万
|
3
|
1.59%
|
買い増し
|
|
|
2024
|
Concentric Wealth Management
Lafayette,
California
|
$984万
|
+$10.6万
|
5
|
7.81%
|
買い増し
|
|
|
2025
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$983万
|
-$116万
|
6
|
5.03%
|
減少
|
|
