|
2001
|
Merriman Wealth Management
Seattle,
Washington
|
$5608万
|
+$89.9万
|
6
|
2.33%
|
買い増し
|
|
|
2002
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$5603万
|
+$1025万
|
6
|
5.51%
|
買い増し
|
|
|
2003
|
Huntleigh Advisors
St. Louis,
Missouri
|
$5601万
|
+$5446万
|
7
|
12.06%
|
新規
|
|
|
2004
|
Portfolio Design Labs
Encino,
California
|
$5593万
|
+$1125万
|
7
|
11.47%
|
買い増し
|
|
|
2005
|
America First Investment Advisors
Omaha,
Nebraska
|
$5589万
|
-$309万
|
4
|
12.21%
|
減少
|
|
|
2006
|
RAM Investment Partners
Bellevue,
Washington
|
$5577万
|
+$756万
|
5
|
13.71%
|
買い増し
|
|
|
2007
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$5570万
|
+$279万
|
12
|
6.47%
|
買い増し
|
|
|
2008
|
Clearline Capital
New York
|
$5567万
|
-$5183万
|
4
|
7.37%
|
減少
|
|
|
2009
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$5566万
|
-$307万
|
3
|
3.04%
|
減少
|
|
|
2010
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$5565万
|
+$209万
|
9
|
3.53%
|
買い増し
|
|
|
2011
|
Greatmark Investment Partners
Columbus,
Georgia
|
$5557万
|
-$4.54万
|
6
|
7.57%
|
減少
|
|
|
2012
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$5553万
|
+$161万
|
9
|
8.46%
|
買い増し
|
|
|
2013
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$5550万
|
+$322万
|
16
|
3.43%
|
買い増し
|
|
|
2014
|
Symphony Financial
Houston,
Texas
|
$5545万
|
+$109万
|
5
|
8.71%
|
買い増し
|
|
|
2015
|
Constitution Capital
Shelton,
Connecticut
|
$5537万
|
-$121万
|
3
|
31.07%
|
減少
|
|
|
2016
|
Jessup Wealth Management
Dayton,
Ohio
|
$5530万
|
+$713万
|
5
|
23.58%
|
買い増し
|
|
|
2017
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$5530万
|
+$5526万
|
5
|
28.05%
|
新規
|
|
|
2018
|
Cache Advisors
San Francisco,
California
|
$5525万
|
+$5271万
|
10
|
23.03%
|
新規
|
|
|
2019
|
Harspring Capital Management
New York
|
$5514万
|
-$511万
|
2
|
15.67%
|
減少
|
|
|
2020
|
Needham Investment Management
New York
|
$5513万
|
+$211万
|
4
|
4.25%
|
買い増し
|
|
|
2021
|
Plimoth Trust
Plymouth,
Massachusetts
|
$5511万
|
-$26.8万
|
6
|
14.15%
|
減少
|
|
|
2022
|
Aspiriant LLC
Los Angeles,
California
|
$5508万
|
+$33.8万
|
7
|
1.99%
|
買い増し
|
|
|
2023
|
|
$5500万
|
$0
|
4
|
46.84%
|
維持
|
|
|
2024
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$5484万
|
+$387万
|
8
|
11.47%
|
買い増し
|
|
|
2025
|
Cypress Asset Management
Houston,
Texas
|
$5479万
|
-$118万
|
5
|
13.6%
|
減少
|
|
