|
2001
|
HCR Wealth Advisors
Los Angeles,
California
|
$2839万
|
-$65.1万
|
5
|
6.03%
|
減少
|
|
|
2002
|
Spectrum Management Group
Indianapolis,
Indiana
|
$2836万
|
+$595万
|
6
|
6.16%
|
買い増し
|
|
|
2003
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2833万
|
+$2171万
|
9
|
4.95%
|
買い増し
|
|
|
2004
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$2830万
|
-$37.3万
|
20
|
7.14%
|
減少
|
|
|
2005
|
Selective Wealth Management
Forest,
Virginia
|
$2823万
|
-$167万
|
13
|
12.1%
|
減少
|
|
|
2006
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$2822万
|
+$14.5万
|
7
|
7.31%
|
買い増し
|
|
|
2007
|
Hohimer Wealth Management
Seattle,
Washington
|
$2816万
|
+$143万
|
5
|
9.04%
|
買い増し
|
|
|
2008
|
Carlson Capital
Dallas,
Texas
|
$2808万
|
+$965万
|
2
|
2.12%
|
買い増し
|
|
|
2009
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$2805万
|
+$6.18万
|
6
|
9.98%
|
買い増し
|
|
|
2010
|
Wellington Shields & Co
New York
|
$2798万
|
+$55.6万
|
7
|
12.21%
|
買い増し
|
|
|
2011
|
NorthRock Partners
Minneapolis,
Minnesota
|
$2796万
|
-$107万
|
6
|
3.25%
|
減少
|
|
|
2012
|
Financial Avengers
Oakland,
California
|
$2793万
|
-$6.1万
|
7
|
22.83%
|
減少
|
|
|
2013
|
Towle & Co
Denver,
Colorado
|
$2790万
|
+$57.4万
|
1
|
4.56%
|
買い増し
|
|
|
2014
|
Nishkama Capital LLC
Dorado,
Puerto Rico
|
$2784万
|
+$2240万
|
3
|
12.41%
|
買い増し
|
|
|
2015
|
Patient Capital Management
Baltimore,
Maryland
|
$2783万
|
-$445万
|
4
|
13.89%
|
減少
|
|
|
2016
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$2783万
|
+$8.57万
|
6
|
6.59%
|
買い増し
|
|
|
2017
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$2782万
|
+$72.8万
|
5
|
18.55%
|
買い増し
|
|
|
2018
|
|
$2768万
|
+$147万
|
2
|
13.46%
|
買い増し
|
|
|
2019
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$2768万
|
-$56.1万
|
14
|
8.66%
|
減少
|
|
|
2020
|
Carroll Investors
Mt Pleasant,
South Carolina
|
$2765万
|
+$187万
|
5
|
22.28%
|
買い増し
|
|
|
2021
|
Van Strum & Towne
San Francisco,
California
|
$2763万
|
-$18.3万
|
5
|
12.76%
|
減少
|
|
|
2022
|
Centric Wealth Management
Chicago,
Illinois
|
$2760万
|
+$320万
|
7
|
10.98%
|
買い増し
|
|
|
2023
|
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
$2760万
|
+$3287万
|
1
|
1.32%
|
新規
|
|
|
2024
|
Lakeside Advisors
Seattle,
Washington
|
$2751万
|
-$4.76万
|
2
|
24.62%
|
減少
|
|
|
2025
|
West Coast Financial
Santa Barbara,
California
|
$2751万
|
+$60.1万
|
5
|
5.06%
|
買い増し
|
|
