|
2001
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$2674万
|
-$78.8万
|
6
|
6.33%
|
減少
|
|
|
2002
|
|
$2666万
|
+$252万
|
2
|
11.8%
|
買い増し
|
|
|
2003
|
Graypoint LLC
Albany,
New York
|
$2664万
|
-$90.9万
|
8
|
3.18%
|
減少
|
|
|
2004
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$2662万
|
-$274万
|
5
|
9.95%
|
減少
|
|
|
2005
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$2660万
|
+$2781万
|
6
|
6.81%
|
新規
|
|
|
2006
|
Continuum Advisory
Eagle,
Idaho
|
$2657万
|
-$79.9万
|
6
|
4.79%
|
減少
|
|
|
2007
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$2656万
|
-$41.6万
|
8
|
11.72%
|
減少
|
|
|
2008
|
SQN Investors
Menlo Park,
California
|
$2656万
|
-$1471万
|
2
|
10.29%
|
減少
|
|
|
2009
|
Bell Bank
Fargo,
North Dakota
|
$2655万
|
+$44.1万
|
7
|
3.09%
|
買い増し
|
|
|
2010
|
Summit Financial
Parsippany,
New Jersey
|
$2650万
|
-$409万
|
7
|
2.49%
|
減少
|
|
|
2011
|
Greatmark Investment Partners
Columbus,
Georgia
|
$2650万
|
+$220万
|
5
|
4.85%
|
買い増し
|
|
|
2012
|
Lindbrook Capital
Calabasas,
California
|
$2644万
|
+$155万
|
28
|
3.26%
|
買い増し
|
|
|
2013
|
Daily Journal Corp
Los Angeles,
California
|
$2643万
|
$0
|
1
|
15.15%
|
維持
|
|
|
2014
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$2642万
|
+$285万
|
2
|
6.85%
|
買い増し
|
|
|
2015
|
Winch Advisory Services
Appleton,
Wisconsin
|
$2640万
|
-$103万
|
9
|
11.26%
|
減少
|
|
|
2016
|
Bridgewater Advisors
New York
|
$2637万
|
-$988万
|
6
|
6.38%
|
減少
|
|
|
2017
|
Wellington Shields & Co
New York
|
$2633万
|
-$146万
|
7
|
5.98%
|
減少
|
|
|
2018
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2630万
|
-$43.4万
|
9
|
4.37%
|
減少
|
|
|
2019
|
Fiduciary Alliance
Greenville,
South Carolina
|
$2628万
|
+$2740万
|
16
|
6.8%
|
新規
|
|
|
2020
|
Valliance Asset Management
Central,
Hong Kong
|
$2626万
|
+$1594万
|
1
|
37.24%
|
買い増し
|
|
|
2021
|
Zions Bancorporation
Salt Lake City,
Utah
|
$2622万
|
-$31.3万
|
20
|
2.07%
|
減少
|
|
|
2022
|
RFG Advisory
Birmingham,
Alabama
|
$2620万
|
-$137万
|
7
|
1.32%
|
減少
|
|
|
2023
|
Consolidated Capital Management
Burbank,
California
|
$2618万
|
+$24.4万
|
3
|
15.62%
|
買い増し
|
|
|
2024
|
Procyon Advisors
Shelton,
Connecticut
|
$2618万
|
+$701万
|
8
|
4.79%
|
買い増し
|
|
|
2025
|
GFG Capital
Miami,
Florida
|
$2617万
|
-$174万
|
5
|
4.14%
|
減少
|
|
