|
2001
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$5894万
|
+$991万
|
9
|
9.12%
|
買い増し
|
|
|
2002
|
Royal Fund Management
Lady Lake,
Florida
|
$5882万
|
+$504万
|
9
|
5.58%
|
買い増し
|
|
|
2003
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$5882万
|
-$303万
|
6
|
5.29%
|
減少
|
|
|
2004
|
Torray Investment Partners
Bethesda,
Maryland
|
$5878万
|
+$1786万
|
4
|
8.62%
|
買い増し
|
|
|
2005
|
Meridian Wealth Advisors
Austin,
Texas
|
$5876万
|
+$384万
|
7
|
7.77%
|
買い増し
|
|
|
2006
|
|
$5871万
|
-$650万
|
4
|
35.09%
|
減少
|
|
|
2007
|
Two Creeks Capital Management
New York
|
$5871万
|
-$1121万
|
1
|
6.03%
|
減少
|
|
|
2008
|
BTG Pactual Asset Management US
New York
|
$5870万
|
+$509万
|
5
|
5.08%
|
買い増し
|
|
|
2009
|
New Hampshire Trust
Concord,
New Hampshire
|
$5870万
|
-$15.7万
|
5
|
11.84%
|
減少
|
|
|
2010
|
Blume Capital Management
Berkeley,
California
|
$5864万
|
+$1890万
|
7
|
9.97%
|
買い増し
|
|
|
2011
|
Advisory Alpha
Holland,
Michigan
|
$5863万
|
+$442万
|
6
|
1.6%
|
買い増し
|
|
|
2012
|
Guardian Partners
Toronto,
Canada
|
$5860万
|
-$350万
|
7
|
4.88%
|
減少
|
|
|
2013
|
Portside Wealth Group
Provo,
Utah
|
$5856万
|
-$986万
|
9
|
7.93%
|
減少
|
|
|
2014
|
HORAN Wealth
Cincinnati,
Ohio
|
$5854万
|
+$1951万
|
5
|
5.56%
|
買い増し
|
|
|
2015
|
Westerkirk Capital
Victoria,
|
$5850万
|
-$226万
|
8
|
6.3%
|
減少
|
|
|
2016
|
XML Financial
Bethesda,
Maryland
|
$5839万
|
+$155万
|
6
|
4.71%
|
買い増し
|
|
|
2017
|
Titleist Asset Management
San Antonio,
Texas
|
$5838万
|
+$1500万
|
11
|
4.41%
|
買い増し
|
|
|
2018
|
McDonough Capital Management
Orlando,
Florida
|
$5822万
|
-$406万
|
4
|
31.83%
|
減少
|
|
|
2019
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$5820万
|
+$365万
|
8
|
9.85%
|
買い増し
|
|
|
2020
|
RMR Wealth Builders
Montclair,
New Jersey
|
$5820万
|
+$334万
|
9
|
4.58%
|
買い増し
|
|
|
2021
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$5817万
|
+$85万
|
6
|
2.27%
|
買い増し
|
|
|
2022
|
|
$5815万
|
-$3414万
|
10
|
3.13%
|
減少
|
|
|
2023
|
EdenTree Asset Management
London,
United Kingdom
|
$5808万
|
-$80.6万
|
3
|
17.51%
|
減少
|
|
|
2024
|
Draper Asset Management
Smithtown,
New York
|
$5806万
|
-$35.1万
|
3
|
33.01%
|
減少
|
|
|
2025
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$5806万
|
-$57.7万
|
5
|
24.41%
|
減少
|
|