|
2001
|
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
|
$3161万
|
-$637万
|
2
|
22.4%
|
減少
|
|
|
2002
|
Pursue Wealth Partners
Clayton,
California
|
$3160万
|
+$557万
|
12
|
21.58%
|
買い増し
|
|
|
2003
|
Fiduciary Alliance
Greenville,
South Carolina
|
$3158万
|
+$8,881
|
5
|
7.93%
|
買い増し
|
|
|
2004
|
Exos TFP Holdings
New York
|
$3151万
|
+$1635万
|
9
|
7.95%
|
買い増し
|
|
|
2005
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$3150万
|
+$666万
|
5
|
13.41%
|
買い増し
|
|
|
2006
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$3150万
|
+$32万
|
5
|
4.89%
|
買い増し
|
|
|
2007
|
Sunbelt Securities
Houston,
Texas
|
$3147万
|
+$602万
|
25
|
5.06%
|
買い増し
|
|
|
2008
|
Meridian Wealth Advisors
Austin,
Texas
|
$3141万
|
+$70万
|
6
|
7.86%
|
買い増し
|
|
|
2009
|
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
|
$3141万
|
-$93.4万
|
2
|
1.71%
|
減少
|
|
|
2010
|
HeadInvest LLC
Portland,
Maine
|
$3135万
|
-$68.7万
|
6
|
6.88%
|
減少
|
|
|
2011
|
NorthRock Partners
Minneapolis,
Minnesota
|
$3130万
|
-$170万
|
6
|
3.33%
|
減少
|
|
|
2012
|
Destiny Wealth Partners
Tavares,
Florida
|
$3123万
|
+$455万
|
5
|
6.46%
|
買い増し
|
|
|
2013
|
Mather Group
Chicago,
Illinois
|
$3114万
|
+$25.4万
|
6
|
0.55%
|
買い増し
|
|
|
2014
|
GM Advisory Group
Melville,
New York
|
$3113万
|
-$2.37万
|
8
|
2.83%
|
減少
|
|
|
2015
|
Brown Shipley & Co
London,
United Kingdom
|
$3109万
|
+$2864万
|
6
|
20.04%
|
新規
|
|
|
2016
|
Davidson Kempner Capital Management
New York
|
$3108万
|
-$1.98億
|
2
|
0.52%
|
減少
|
|
|
2017
|
Apriem Advisors
Irvine,
California
|
$3107万
|
+$31.8万
|
6
|
4.97%
|
買い増し
|
|
|
2018
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$3105万
|
+$11.5万
|
7
|
11.73%
|
買い増し
|
|
|
2019
|
Asset Dedication LLC
San Francisco,
California
|
$3102万
|
+$127万
|
18
|
2.87%
|
買い増し
|
|
|
2020
|
Alpha Square Group S
New York
|
$3100万
|
-$295万
|
3
|
16.58%
|
減少
|
|
|
2021
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$3096万
|
+$10.1万
|
6
|
6.57%
|
買い増し
|
|
|
2022
|
RDST Capital
Seattle,
Washington
|
$3092万
|
+$360万
|
3
|
16.91%
|
買い増し
|
|
|
2023
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$3091万
|
-$65.4万
|
5
|
8.68%
|
減少
|
|
|
2024
|
|
$3088万
|
-$2.19万
|
6
|
7.92%
|
減少
|
|
|
2025
|
Nishkama Capital LLC
Dorado,
Puerto Rico
|
$3085万
|
-$1388万
|
2
|
6.6%
|
減少
|
|
