|
2001
|
Sargent Investment Group
Bethesda,
Maryland
|
$1466万
|
+$1585万
|
6
|
9.01%
|
新規
|
|
|
2002
|
Emerson Point Capital
Larchmont,
New York
|
$1465万
|
+$1553万
|
3
|
5.9%
|
新規
|
|
|
2003
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$1461万
|
-$375万
|
7
|
3.36%
|
減少
|
|
|
2004
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1453万
|
+$93.5万
|
6
|
2.34%
|
買い増し
|
|
|
2005
|
|
$1450万
|
-$6,735
|
4
|
6.34%
|
減少
|
|
|
2006
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$1449万
|
+$29.1万
|
5
|
13.85%
|
買い増し
|
|
|
2007
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1446万
|
+$199万
|
8
|
3.52%
|
買い増し
|
|
|
2008
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1445万
|
-$44.1万
|
7
|
4.32%
|
減少
|
|
|
2009
|
10-15 Associates
Goshen,
New York
|
$1444万
|
+$1143万
|
3
|
3.53%
|
買い増し
|
|
|
2010
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$1442万
|
-$31.1万
|
10
|
6.41%
|
減少
|
|
|
2011
|
Court Place Advisors
Ellicott City,
Maryland
|
$1442万
|
+$2.33万
|
5
|
6.57%
|
買い増し
|
|
|
2012
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$1442万
|
-$6.4万
|
2
|
1.38%
|
減少
|
|
|
2013
|
Affinity Investment Advisors
Newport Beach,
California
|
$1441万
|
-$377万
|
2
|
2.52%
|
減少
|
|
|
2014
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$1434万
|
+$1531万
|
4
|
11.66%
|
新規
|
|
|
2015
|
America First Investment Advisors
Omaha,
Nebraska
|
$1433万
|
-$14万
|
5
|
4.79%
|
減少
|
|
|
2016
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$1428万
|
+$1527万
|
5
|
13.65%
|
新規
|
|
|
2017
|
Spearhead Capital Advisors
Wellington,
Florida
|
$1428万
|
-$29.3万
|
3
|
6.12%
|
減少
|
|
|
2018
|
Rice Partnership
Honolulu,
Hawaii
|
$1425万
|
-$49万
|
4
|
12.82%
|
減少
|
|
|
2019
|
Montgomery Investment Management
Rockville,
Maryland
|
$1416万
|
-$54.1万
|
4
|
7.19%
|
減少
|
|
|
2020
|
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
|
$1416万
|
+$782万
|
3
|
5.92%
|
買い増し
|
|
|
2021
|
SFMG Wealth Advisors
Plano,
Texas
|
$1415万
|
+$199万
|
7
|
2.29%
|
買い増し
|
|
|
2022
|
Springhouse Capital Management
Westport,
Connecticut
|
$1415万
|
+$1567万
|
2
|
6.84%
|
新規
|
|
|
2023
|
Greenline Partners
New York
|
$1414万
|
$0
|
4
|
4.43%
|
維持
|
|
|
2024
|
Telos Capital Management
San Diego,
California
|
$1414万
|
+$81.8万
|
7
|
5.23%
|
買い増し
|
|
|
2025
|
Brightworth
Atlanta,
Georgia
|
$1414万
|
-$140万
|
4
|
3.25%
|
減少
|
|
