|
2001
|
|
$5986万
|
-$39.4万
|
4
|
15.13%
|
減少
|
|
|
2002
|
Chicago Trust
Grayslake,
Illinois
|
$5985万
|
+$12.6万
|
8
|
8.67%
|
買い増し
|
|
|
2003
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$5978万
|
-$41.6万
|
5
|
11.26%
|
減少
|
|
|
2004
|
Headlands Technologies
Chicago,
Illinois
|
$5977万
|
-$1572万
|
23
|
6.34%
|
減少
|
|
|
2005
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$5975万
|
+$392万
|
6
|
2.17%
|
買い増し
|
|
|
2006
|
Harold Davidson & Associates
Los Angeles,
California
|
$5973万
|
-$196万
|
2
|
25.91%
|
減少
|
|
|
2007
|
Iconiq Capital
San Francisco,
California
|
$5973万
|
-$3.02億
|
7
|
1.72%
|
減少
|
|
|
2008
|
Golden State Wealth Management
Santa Ana,
California
|
$5973万
|
+$5.52万
|
30
|
5.45%
|
買い増し
|
|
|
2009
|
Valley Wealth Managers
Paramus,
New Jersey
|
$5971万
|
+$17.4万
|
5
|
3.45%
|
買い増し
|
|
|
2010
|
United Capital Management of KS
Salina,
Kansas
|
$5970万
|
+$11.7万
|
4
|
7.82%
|
買い増し
|
|
|
2011
|
Continental General Insurance Company
Austin,
Texas
|
$5965万
|
-$1884万
|
1
|
12.44%
|
減少
|
|
|
2012
|
Maven Securities
St Helier,
Jersey
|
$5964万
|
+$712万
|
9
|
1.18%
|
買い増し
|
|
|
2013
|
Facet Wealth Inc
Baltimore,
Maryland
|
$5962万
|
+$488万
|
6
|
0.85%
|
買い増し
|
|
|
2014
|
United Advisor Group
Cincinnati,
Ohio
|
$5954万
|
-$1.38万
|
11
|
6.28%
|
減少
|
|
|
2015
|
Belvedere Trading
Chicago,
Illinois
|
$5953万
|
+$5569万
|
4
|
0.07%
|
買い増し
|
|
|
2016
|
Buck Wealth Strategies
Denver,
Colorado
|
$5945万
|
+$338万
|
17
|
6.22%
|
買い増し
|
|
|
2017
|
Ardsley Advisory Partners
Stamford,
Connecticut
|
$5935万
|
+$1257万
|
5
|
6.18%
|
買い増し
|
|
|
2018
|
Fulcrum Capital
Seattle,
Washington
|
$5927万
|
-$271万
|
3
|
12.02%
|
減少
|
|
|
2019
|
Hennessy Advisors Inc
Novato,
California
|
$5926万
|
-$1058万
|
8
|
1.89%
|
減少
|
|
|
2020
|
Penn Davis McFarland
Dallas,
Texas
|
$5923万
|
-$189万
|
4
|
5.28%
|
減少
|
|
|
2021
|
Huntleigh Advisors
St. Louis,
Missouri
|
$5919万
|
+$212万
|
7
|
8.29%
|
買い増し
|
|
|
2022
|
Community Financial Services Group
Newport,
Vermont
|
$5919万
|
+$90.2万
|
8
|
8.62%
|
買い増し
|
|
|
2023
|
MIRAE ASSET SECURITIES (USA) INC.
New York
|
$5919万
|
+$4301万
|
5
|
1.65%
|
買い増し
|
|
|
2024
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$5908万
|
+$36.9万
|
5
|
7.31%
|
買い増し
|
|
|
2025
|
Firetrail Investments
Sydney, NSW,
Australia
|
$5904万
|
-$378万
|
3
|
16.65%
|
減少
|
|
