|
2001
|
CCM Investment Advisers
Columbia,
South Carolina
|
$1755万
|
+$353万
|
3
|
1.36%
|
買い増し
|
|
|
2002
|
Hendley & Co
Zanesville,
Ohio
|
$1754万
|
+$95.2万
|
4
|
6.21%
|
買い増し
|
|
|
2003
|
Beacon Financial Group
Dallas,
Texas
|
$1750万
|
+$192万
|
10
|
1.59%
|
買い増し
|
|
|
2004
|
Advyzon Investment Management
Lisle,
Illinois
|
$1747万
|
+$166万
|
20
|
1.27%
|
買い増し
|
|
|
2005
|
Cigna Investments
Bloomfield,
Connecticut
|
$1746万
|
-$61万
|
17
|
2.26%
|
減少
|
|
|
2006
|
Avior Wealth Management
Omaha,
Nebraska
|
$1744万
|
-$1542万
|
13
|
0.46%
|
減少
|
|
|
2007
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$1740万
|
+$92.3万
|
8
|
2.59%
|
買い増し
|
|
|
2008
|
TriCert Investment Counsel
Waterloo,
|
$1739万
|
+$1682万
|
1
|
1.62%
|
新規
|
|
|
2009
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$1739万
|
+$7.42万
|
22
|
1.23%
|
買い増し
|
|
|
2010
|
Cambridge Financial Group
Columbus,
Ohio
|
$1739万
|
+$122万
|
2
|
6.05%
|
買い増し
|
|
|
2011
|
InceptionR
Lafayette,
California
|
$1738万
|
+$113万
|
23
|
4.27%
|
買い増し
|
|
|
2012
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$1738万
|
+$421万
|
5
|
1.26%
|
買い増し
|
|
|
2013
|
Gryphon Financial Partners
Columbus,
Ohio
|
$1736万
|
+$32万
|
13
|
1.53%
|
買い増し
|
|
|
2014
|
Joel Isaacson & Co
New York
|
$1736万
|
+$86.1万
|
9
|
0.5%
|
買い増し
|
|
|
2015
|
Premier Fund Managers
Guildford,
United Kingdom
|
$1735万
|
+$575万
|
3
|
1.57%
|
買い増し
|
|
|
2016
|
Highland Peak Capital
Old Greenwich,
Connecticut
|
$1732万
|
+$1618万
|
1
|
5.04%
|
新規
|
|
|
2017
|
AMI Asset Management
Los Angeles,
California
|
$1731万
|
+$1560万
|
4
|
1%
|
買い増し
|
|
|
2018
|
Matrix Asset Advisors
White Plains,
New York
|
$1726万
|
+$15.8万
|
2
|
1.4%
|
買い増し
|
|
|
2019
|
Obion Capital Management
Miami,
Florida
|
$1723万
|
-$258万
|
3
|
14.65%
|
減少
|
|
|
2020
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$1723万
|
+$120万
|
9
|
2.88%
|
買い増し
|
|
|
2021
|
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
|
$1722万
|
-$107万
|
11
|
1.41%
|
減少
|
|
|
2022
|
Checchi Capital Advisers
Beverly Hills,
California
|
$1722万
|
-$75.3万
|
16
|
0.78%
|
減少
|
|
|
2023
|
Portfolio Design Labs
Encino,
California
|
$1721万
|
+$387万
|
10
|
2.82%
|
買い増し
|
|
|
2024
|
Trivium Point Advisory
Westport,
Connecticut
|
$1720万
|
+$915万
|
12
|
1.56%
|
買い増し
|
|
|
2025
|
Headlands Technologies
Chicago,
Illinois
|
$1719万
|
-$436万
|
16
|
1.82%
|
減少
|
|
