|
2001
|
Westwind Capital
Las Cruces,
New Mexico
|
$4689万
|
-$216万
|
4
|
11.87%
|
減少
|
|
|
2002
|
Wilsey Asset Management
San Diego,
California
|
$4689万
|
+$4.05万
|
1
|
9.56%
|
買い増し
|
|
|
2003
|
Executive Wealth Management
Brighton,
Michigan
|
$4686万
|
-$79.4万
|
6
|
4.11%
|
減少
|
|
|
2004
|
Angeles Wealth Management
Santa Monica,
California
|
$4686万
|
+$133万
|
6
|
4.69%
|
買い増し
|
|
|
2005
|
Merriman Wealth Management
Seattle,
Washington
|
$4677万
|
+$9.44万
|
6
|
2.08%
|
買い増し
|
|
|
2006
|
L1 Capital International
Sydney NSW 2000,
Australia
|
$4674万
|
+$294万
|
3
|
20.8%
|
買い増し
|
|
|
2007
|
Jamison Private Wealth Management
Milton,
Georgia
|
$4667万
|
+$82.3万
|
12
|
7.89%
|
買い増し
|
|
|
2008
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$4661万
|
+$158万
|
4
|
1.99%
|
買い増し
|
|
|
2009
|
Meridian Wealth Advisors
Austin,
Texas
|
$4659万
|
+$53万
|
6
|
8.75%
|
買い増し
|
|
|
2010
|
|
$4655万
|
+$20.8万
|
6
|
9.14%
|
買い増し
|
|
|
2011
|
United Bank (Virginia)
Vienna,
Virginia
|
$4652万
|
-$463万
|
5
|
5.55%
|
減少
|
|
|
2012
|
|
$4644万
|
+$1515万
|
2
|
11.89%
|
買い増し
|
|
|
2013
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$4644万
|
-$125万
|
6
|
7.81%
|
減少
|
|
|
2014
|
Personal CFO Solutions
Chester,
New Jersey
|
$4632万
|
+$264万
|
11
|
7.23%
|
買い増し
|
|
|
2015
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$4630万
|
-$280万
|
5
|
6.84%
|
減少
|
|
|
2016
|
Capital City Trust
Tallahassee,
Florida
|
$4619万
|
-$73.5万
|
6
|
12.86%
|
減少
|
|
|
2017
|
Segment Wealth Management
Houston,
Texas
|
$4619万
|
+$64.4万
|
7
|
3.51%
|
買い増し
|
|
|
2018
|
Financial Avengers
Oakland,
California
|
$4618万
|
+$15.5万
|
7
|
24.43%
|
買い増し
|
|
|
2019
|
Verde Servicos Internacionais
Sao Paulo,
Brazil
|
$4614万
|
+$679万
|
3
|
17.18%
|
買い増し
|
|
|
2020
|
BFSG LLC
Irvine,
California
|
$4613万
|
+$66.5万
|
10
|
6.09%
|
買い増し
|
|
|
2021
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$4608万
|
-$75.3万
|
7
|
8.67%
|
減少
|
|
|
2022
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$4607万
|
-$123万
|
9
|
10.96%
|
減少
|
|
|
2023
|
Wellington Shields & Co
New York
|
$4606万
|
-$49.1万
|
6
|
15.44%
|
減少
|
|
|
2024
|
Polaris Capital Management
Boston,
Massachusetts
|
$4583万
|
-$518万
|
1
|
2.28%
|
減少
|
|
|
2025
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$4578万
|
-$18.2万
|
5
|
6.14%
|
減少
|
|
