|
2001
|
Sirios Capital Management
Boston,
Massachusetts
|
$3027万
|
+$753万
|
2
|
5.47%
|
買い増し
|
|
|
2002
|
West Coast Financial
Santa Barbara,
California
|
$3026万
|
+$6.9万
|
4
|
5.37%
|
買い増し
|
|
|
2003
|
Wellington Shields & Co
New York
|
$3013万
|
-$581万
|
7
|
7.3%
|
減少
|
|
|
2004
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$3013万
|
-$30.3万
|
7
|
21.47%
|
減少
|
|
|
2005
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$3000万
|
+$16万
|
8
|
2.84%
|
買い増し
|
|
|
2006
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$2999万
|
+$3257万
|
6
|
4.16%
|
新規
|
|
|
2007
|
Bessemer Securities
New York
|
$2996万
|
-$146万
|
3
|
10.47%
|
減少
|
|
|
2008
|
Highside Global Management
Dallas,
Texas
|
$2994万
|
+$2373万
|
2
|
17.26%
|
買い増し
|
|
|
2009
|
Sturgeon Ventures
London,
United Kingdom
|
$2989万
|
+$44.9万
|
4
|
20.07%
|
買い増し
|
|
|
2010
|
Capital City Trust
Tallahassee,
Florida
|
$2988万
|
+$57.4万
|
6
|
9.72%
|
買い増し
|
|
|
2011
|
Sands Capital Ventures
Arlington,
Virginia
|
$2984万
|
$0
|
1
|
8.2%
|
維持
|
|
|
2012
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$2981万
|
+$217万
|
2
|
8.05%
|
買い増し
|
|
|
2013
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$2980万
|
+$8,637
|
19
|
7.65%
|
買い増し
|
|
|
2014
|
Teewinot Capital Advisers
New York
|
$2971万
|
$0
|
3
|
14.33%
|
維持
|
|
|
2015
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$2969万
|
+$86.6万
|
5
|
19.34%
|
買い増し
|
|
|
2016
|
One Fin Capital Management
San Francisco,
California
|
$2962万
|
+$2385万
|
2
|
10.29%
|
買い増し
|
|
|
2017
|
Oxler Private Wealth
Rye Brook,
New York
|
$2960万
|
+$4.59万
|
7
|
14.25%
|
買い増し
|
|
|
2018
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$2958万
|
-$107万
|
14
|
17.39%
|
減少
|
|
|
2019
|
Chelsea Counsel Company
Los Angeles,
California
|
$2955万
|
-$205万
|
5
|
15.18%
|
減少
|
|
|
2020
|
Jackson Hill Advisors
Houston,
Texas
|
$2952万
|
-$688万
|
2
|
25.74%
|
減少
|
|
|
2021
|
Continuum Advisory
Eagle,
Idaho
|
$2933万
|
-$76.9万
|
6
|
5.34%
|
減少
|
|
|
2022
|
Sigma Investment Counselors
Northville,
Michigan
|
$2930万
|
+$425万
|
6
|
2.39%
|
買い増し
|
|
|
2023
|
Iowa State Bank
Urbandale,
Iowa
|
$2927万
|
+$61.2万
|
5
|
7.77%
|
買い増し
|
|
|
2024
|
AXS Investments
Port Chester,
New York
|
$2927万
|
-$527万
|
7
|
10.39%
|
減少
|
|
|
2025
|
Hodges Capital Management
Dallas,
Texas
|
$2926万
|
+$171万
|
6
|
2.95%
|
買い増し
|
|
