|
2001
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$3642万
|
+$60.2万
|
7
|
7.4%
|
買い増し
|
|
|
2002
|
Edgar Lomax Company
Kingstowne,
Virginia
|
$3638万
|
-$60.9万
|
1
|
2.48%
|
減少
|
|
|
2003
|
Principal Street Partners
Memphis,
Tennessee
|
$3637万
|
+$89.1万
|
6
|
7.21%
|
買い増し
|
|
|
2004
|
Wellington Shields & Co
New York
|
$3637万
|
+$168万
|
7
|
9.09%
|
買い増し
|
|
|
2005
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$3630万
|
-$1365万
|
2
|
3.92%
|
減少
|
|
|
2006
|
Aquatic Capital Management
Chicago,
Illinois
|
$3627万
|
+$2802万
|
5
|
1.51%
|
買い増し
|
|
|
2007
|
Simon Quick Advisors
Morristown,
New Jersey
|
$3623万
|
+$325万
|
7
|
3.42%
|
買い増し
|
|
|
2008
|
Journey Advisory Group
Covington,
Kentucky
|
$3620万
|
+$52.6万
|
7
|
5.41%
|
買い増し
|
|
|
2009
|
HCR Wealth Advisors
Los Angeles,
California
|
$3616万
|
-$89.4万
|
6
|
7.93%
|
減少
|
|
|
2010
|
Hohimer Wealth Management
Seattle,
Washington
|
$3616万
|
+$224万
|
7
|
10.33%
|
買い増し
|
|
|
2011
|
Duncker Streett & Co
St. Louis,
Missouri
|
$3613万
|
-$25万
|
7
|
8.41%
|
減少
|
|
|
2012
|
Knuff & Co
Foster City,
California
|
$3603万
|
+$156万
|
6
|
14.36%
|
買い増し
|
|
|
2013
|
GDS Wealth Management
Flower Mound,
Texas
|
$3602万
|
+$222万
|
6
|
5.66%
|
買い増し
|
|
|
2014
|
Clearline Capital
New York
|
$3597万
|
+$358万
|
1
|
3.09%
|
買い増し
|
|
|
2015
|
FORA Capital
Miami,
Florida
|
$3589万
|
+$1971万
|
4
|
3.15%
|
買い増し
|
|
|
2016
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$3583万
|
+$126万
|
5
|
7.71%
|
買い増し
|
|
|
2017
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$3579万
|
-$80.6万
|
7
|
11.83%
|
減少
|
|
|
2018
|
Crosslink Capital
Menlo Park,
California
|
$3579万
|
-$1014万
|
1
|
6.75%
|
減少
|
|
|
2019
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$3575万
|
-$26.9万
|
11
|
2.48%
|
減少
|
|
|
2020
|
Albar Capital
London,
United Kingdom
|
$3569万
|
-$2248万
|
4
|
10.12%
|
減少
|
|
|
2021
|
Pursue Wealth Partners
Clayton,
California
|
$3568万
|
-$270万
|
11
|
25.27%
|
減少
|
|
|
2022
|
Winton Group
London,
United Kingdom
|
$3568万
|
-$447万
|
10
|
2.94%
|
減少
|
|
|
2023
|
Cooper Financial Group
Irvine,
California
|
$3568万
|
+$120万
|
7
|
8.58%
|
買い増し
|
|
|
2024
|
Certuity
North Palm Beach,
Florida
|
$3566万
|
+$867万
|
7
|
4.2%
|
買い増し
|
|
|
2025
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$3560万
|
+$387万
|
6
|
7.59%
|
買い増し
|
|
