|
2001
|
|
$3684万
|
-$321万
|
5
|
6.88%
|
減少
|
|
|
2002
|
Empyrean Capital Partners
Los Angeles,
California
|
$3678万
|
-$1.55億
|
1
|
1.67%
|
減少
|
|
|
2003
|
Apriem Advisors
Irvine,
California
|
$3676万
|
-$25.5万
|
5
|
5.51%
|
減少
|
|
|
2004
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$3675万
|
-$575万
|
4
|
4.29%
|
減少
|
|
|
2005
|
Mirador Capital Partners
Pleasanton,
California
|
$3673万
|
-$448万
|
7
|
8.71%
|
減少
|
|
|
2006
|
Duncker Streett & Co
St. Louis,
Missouri
|
$3667万
|
+$95.1万
|
10
|
8.2%
|
買い増し
|
|
|
2007
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$3656万
|
-$104万
|
7
|
11.7%
|
減少
|
|
|
2008
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$3653万
|
+$4.96万
|
6
|
7.36%
|
買い増し
|
|
|
2009
|
|
$3651万
|
-$3.41万
|
6
|
8.56%
|
減少
|
|
|
2010
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$3649万
|
+$84.1万
|
5
|
4.59%
|
買い増し
|
|
|
2011
|
Winch Advisory Services
Appleton,
Wisconsin
|
$3649万
|
-$124万
|
10
|
13.1%
|
減少
|
|
|
2012
|
Family Management
New York
|
$3646万
|
+$45.7万
|
5
|
7.98%
|
買い増し
|
|
|
2013
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$3646万
|
-$193万
|
13
|
2.52%
|
減少
|
|
|
2014
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$3630万
|
-$4.03万
|
5
|
5.49%
|
減少
|
|
|
2015
|
Roberts Wealth Advisors
Palo Alto,
California
|
$3625万
|
-$132万
|
7
|
15.94%
|
減少
|
|
|
2016
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$3624万
|
-$221万
|
5
|
0.94%
|
減少
|
|
|
2017
|
Delta Investment Management
San Francisco,
California
|
$3624万
|
-$488万
|
5
|
9.93%
|
減少
|
|
|
2018
|
Concentric Capital Strategies
Stamford,
Connecticut
|
$3620万
|
+$2673万
|
6
|
7.29%
|
買い増し
|
|
|
2019
|
Koshinski Asset Management
Decatur,
Illinois
|
$3606万
|
-$894万
|
10
|
3.86%
|
減少
|
|
|
2020
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$3603万
|
-$421万
|
5
|
17.02%
|
減少
|
|
|
2021
|
Scott & Selber Inc
Houston,
Texas
|
$3588万
|
-$8.13万
|
4
|
14.03%
|
減少
|
|
|
2022
|
Wellington Shields & Co
New York
|
$3581万
|
-$188万
|
7
|
8.42%
|
減少
|
|
|
2023
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$3580万
|
+$1167万
|
9
|
5.89%
|
買い増し
|
|
|
2024
|
Great Lakes Retirement
Sandusky,
Ohio
|
$3580万
|
+$45.9万
|
3
|
6.33%
|
買い増し
|
|
|
2025
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$3577万
|
+$6.85万
|
6
|
10.73%
|
買い増し
|
|
