|
2001
|
Valmark Advisers
Akron,
Ohio
|
$4971万
|
+$82.6万
|
8
|
0.78%
|
買い増し
|
|
|
2002
|
Meridian Wealth Advisors
Austin,
Texas
|
$4965万
|
-$33.4万
|
6
|
8.3%
|
減少
|
|
|
2003
|
Madrona Venture Group
Seattle,
Washington
|
$4958万
|
-$1230万
|
1
|
66.45%
|
減少
|
|
|
2004
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$4943万
|
+$291万
|
7
|
10.31%
|
買い増し
|
|
|
2005
|
L2 Asset Management
Wayland,
Massachusetts
|
$4934万
|
+$174万
|
8
|
13.41%
|
買い増し
|
|
|
2006
|
Personal CFO Solutions
Chester,
New Jersey
|
$4931万
|
+$20.8万
|
10
|
6.89%
|
買い増し
|
|
|
2007
|
Jamison Private Wealth Management
Milton,
Georgia
|
$4909万
|
+$124万
|
12
|
7.47%
|
買い増し
|
|
|
2008
|
Westover Capital Advisors
Wilmington,
Delaware
|
$4909万
|
+$370万
|
6
|
9.43%
|
買い増し
|
|
|
2009
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$4906万
|
+$248万
|
6
|
4.18%
|
買い増し
|
|
|
2010
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$4902万
|
+$540万
|
5
|
4.83%
|
買い増し
|
|
|
2011
|
Koshinski Asset Management
Decatur,
Illinois
|
$4894万
|
-$69.4万
|
9
|
4.23%
|
減少
|
|
|
2012
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$4888万
|
+$49.7万
|
6
|
7.57%
|
買い増し
|
|
|
2013
|
Intellectus Partners
San Francisco,
California
|
$4886万
|
+$70.9万
|
9
|
12.49%
|
買い増し
|
|
|
2014
|
BNC Wealth Management
Beaverton,
Oregon
|
$4874万
|
+$317万
|
5
|
17.95%
|
買い増し
|
|
|
2015
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$4868万
|
+$108万
|
8
|
11.91%
|
買い増し
|
|
|
2016
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$4865万
|
+$74.9万
|
5
|
13.62%
|
買い増し
|
|
|
2017
|
Segment Wealth Management
Houston,
Texas
|
$4863万
|
+$3.77万
|
7
|
3.34%
|
買い増し
|
|
|
2018
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$4862万
|
+$40.9万
|
6
|
10.23%
|
買い増し
|
|
|
2019
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$4855万
|
+$16.6万
|
8
|
10.95%
|
買い増し
|
|
|
2020
|
Executive Wealth Management
Brighton,
Michigan
|
$4855万
|
+$3476万
|
6
|
3.81%
|
買い増し
|
|
|
2021
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$4843万
|
-$375万
|
5
|
11.57%
|
減少
|
|
|
2022
|
Symphony Financial
Houston,
Texas
|
$4815万
|
+$358万
|
5
|
7.96%
|
買い増し
|
|
|
2023
|
West Coast Financial
Santa Barbara,
California
|
$4811万
|
+$16.8万
|
6
|
5.29%
|
買い増し
|
|
|
2024
|
Decatur Capital Management
Decatur,
Georgia
|
$4809万
|
+$311万
|
3
|
22.14%
|
買い増し
|
|
|
2025
|
|
$4806万
|
+$94.5万
|
7
|
3.5%
|
買い増し
|
|
