|
2001
|
Purpose Unlimited Inc
Toronto,
|
$815万
|
-$598万
|
9
|
0.31%
|
減少
|
|
|
2002
|
Lincluden Management
Mississauga,
Ontario, Canada
|
$814万
|
-$784万
|
1
|
0.8%
|
減少
|
|
|
2003
|
Osbon Capital Management
Boston,
Massachusetts
|
$814万
|
-$224万
|
6
|
6.38%
|
減少
|
|
|
2004
|
Weber Capital Management
San Francisco,
California
|
$813万
|
$0
|
1
|
6.92%
|
維持
|
|
|
2005
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$812万
|
-$14.7万
|
3
|
1.67%
|
減少
|
|
|
2006
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$811万
|
+$1.22万
|
2
|
3.87%
|
買い増し
|
|
|
2007
|
Rockland Trust
Hanover,
Massachusetts
|
$811万
|
-$28.7万
|
3
|
0.32%
|
減少
|
|
|
2008
|
|
$809万
|
+$56.2万
|
10
|
1.13%
|
買い増し
|
|
|
2009
|
Marsico Capital Management
Denver,
Colorado
|
$809万
|
-$1311万
|
1
|
0.21%
|
減少
|
|
|
2010
|
MRP Capital Investments
Alpharetta,
Georgia
|
$809万
|
+$3.17万
|
4
|
5.96%
|
買い増し
|
|
|
2011
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$808万
|
-$3.12万
|
4
|
0.43%
|
減少
|
|
|
2012
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$807万
|
+$7.9万
|
2
|
1.72%
|
買い増し
|
|
|
2013
|
Umpqua Bank
Lake Oswego,
Oregon
|
$806万
|
+$14.2万
|
3
|
1.81%
|
買い増し
|
|
|
2014
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$806万
|
-$35.6万
|
2
|
0.61%
|
減少
|
|
|
2015
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$805万
|
-$41.5万
|
5
|
0.91%
|
減少
|
|
|
2016
|
United Bank (Georgia)
Zebulon,
Georgia
|
$805万
|
-$36.8万
|
2
|
2.45%
|
減少
|
|
|
2017
|
Quest Investment Management
Lake Oswego,
Oregon
|
$805万
|
-$471万
|
2
|
0.94%
|
減少
|
|
|
2018
|
Lewis Asset Management
Lafayette,
California
|
$803万
|
-$80.2万
|
4
|
2.81%
|
減少
|
|
|
2019
|
Legacy Financial Advisors
Covington,
Kentucky
|
$803万
|
+$107万
|
7
|
0.98%
|
買い増し
|
|
|
2020
|
Flow Traders U.S.
New York
|
$803万
|
-$125万
|
16
|
0.33%
|
減少
|
|
|
2021
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$803万
|
-$105万
|
4
|
0.67%
|
減少
|
|
|
2022
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$801万
|
-$19.6万
|
2
|
1.28%
|
減少
|
|
|
2023
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$801万
|
+$275万
|
5
|
0.52%
|
買い増し
|
|
|
2024
|
Chilton Investment Company
Stamford,
Connecticut
|
$799万
|
+$570万
|
4
|
0.19%
|
買い増し
|
|
|
2025
|
Vickerman Investment Advisors
Spokane,
Washington
|
$798万
|
+$400万
|
3
|
1.55%
|
買い増し
|
|
