|
2001
|
Financial Avengers
Oakland,
California
|
$4132万
|
-$35万
|
7
|
25.34%
|
減少
|
|
|
2002
|
Pine Ridge Advisers
New York
|
$4123万
|
-$1264万
|
3
|
11.31%
|
減少
|
|
|
2003
|
NorthRock Partners
Minneapolis,
Minnesota
|
$4122万
|
+$30.2万
|
7
|
3.09%
|
買い増し
|
|
|
2004
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$4116万
|
-$3144万
|
6
|
19.79%
|
減少
|
|
|
2005
|
XML Financial
Bethesda,
Maryland
|
$4115万
|
-$78.9万
|
6
|
4.96%
|
減少
|
|
|
2006
|
Perennial Investment Advisors
Los Angeles,
California
|
$4107万
|
+$91.6万
|
8
|
12.83%
|
買い増し
|
|
|
2007
|
Rollins Financial
Atlanta,
Georgia
|
$4104万
|
+$4049万
|
5
|
11.88%
|
新規
|
|
|
2008
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$4092万
|
-$108万
|
5
|
3.01%
|
減少
|
|
|
2009
|
Roberts Wealth Advisors
Palo Alto,
California
|
$4092万
|
-$119万
|
7
|
14.74%
|
減少
|
|
|
2010
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$4086万
|
+$284万
|
10
|
3.26%
|
買い増し
|
|
|
2011
|
Freshford Capital Management
Rye Brook,
New York
|
$4085万
|
+$89万
|
1
|
5.61%
|
買い増し
|
|
|
2012
|
SOA Wealth Advisors
New York
|
$4082万
|
+$30.1万
|
13
|
9.89%
|
買い増し
|
|
|
2013
|
Sitrin Capital Management
Century City,
California
|
$4076万
|
+$705万
|
6
|
19.17%
|
買い増し
|
|
|
2014
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$4072万
|
+$63.4万
|
5
|
14.14%
|
買い増し
|
|
|
2015
|
Steamboat Capital Partners
Rye,
New York
|
$4068万
|
+$262万
|
3
|
12.45%
|
買い増し
|
|
|
2016
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$4066万
|
-$14.2万
|
7
|
5.35%
|
減少
|
|
|
2017
|
Mission Creek Capital Partners
San Francisco,
California
|
$4064万
|
+$685万
|
8
|
8.07%
|
買い増し
|
|
|
2018
|
Scott & Selber Inc
Houston,
Texas
|
$4064万
|
-$28.3万
|
4
|
14.41%
|
減少
|
|
|
2019
|
One Capital Management
Westlake Village,
California
|
$4057万
|
+$191万
|
6
|
3.07%
|
買い増し
|
|
|
2020
|
Granahan Investment Management
Waltham,
Massachusetts
|
$4053万
|
+$31.7万
|
3
|
0.83%
|
買い増し
|
|
|
2021
|
Bandera Partners
New York
|
$4041万
|
$0
|
3
|
14.45%
|
維持
|
|
|
2022
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4036万
|
+$494万
|
7
|
3.31%
|
買い増し
|
|
|
2023
|
Kayak Investment Partners
San Francisco,
California
|
$4036万
|
-$1.12億
|
3
|
16.28%
|
減少
|
|
|
2024
|
Vicus Capital
State College,
Pennsylvania
|
$4030万
|
+$4183万
|
6
|
4.11%
|
新規
|
|
|
2025
|
Consolidated Capital Management
Burbank,
California
|
$4024万
|
-$116万
|
3
|
17.84%
|
減少
|
|
