|
2001
|
Contrarius Group Holdings
Hamilton,
Bermuda
|
$6,225
|
+$4,983
|
1
|
0%
|
新規
|
|
|
2002
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$6,022
|
$0
|
1
|
0%
|
維持
|
|
|
2003
|
BFSG LLC
Irvine,
California
|
$5,988
|
-$5,417
|
1
|
0%
|
減少
|
|
|
2004
|
Fairscale Capital
Nashua,
New Hampshire
|
$5,887
|
$0
|
1
|
0%
|
維持
|
|
|
2005
|
IMG Wealth Management
Jacksonville,
Florida
|
$5,819
|
+$4,658
|
1
|
0%
|
新規
|
|
|
2006
|
Leo H. Evart Inc
Redwood City,
California
|
$5,413
|
+$722
|
1
|
0%
|
買い増し
|
|
|
2007
|
Winch Advisory Services
Appleton,
Wisconsin
|
$5,396
|
+$4,813
|
1
|
0%
|
新規
|
|
|
2008
|
Evolution Wealth Management
Fort Myers,
Florida
|
$5,278
|
$0
|
1
|
0%
|
維持
|
|
|
2009
|
Cetera Trust Company
St. Paul,
Minnesota
|
$4,511
|
$0
|
1
|
0%
|
維持
|
|
|
2010
|
United Community Bank
Greenville,
South Carolina
|
$4,511
|
-$4.13万
|
1
|
0%
|
減少
|
|
|
2011
|
IFS Advisors
Overland Park,
Kansas
|
$4,169
|
$0
|
1
|
0%
|
維持
|
|
|
2012
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$4,137
|
-$6,579
|
1
|
0%
|
減少
|
|
|
2013
|
Graney & King
Latham,
New York
|
$4,092
|
+$36
|
1
|
0%
|
買い増し
|
|
|
2014
|
Navigoe Wealth Management
Redondo Beach,
California
|
$4,000
|
+$2,118
|
3
|
0%
|
買い増し
|
|
|
2015
|
Burk Holdings
Tulsa,
Oklahoma
|
$3,970
|
$0
|
1
|
0%
|
維持
|
|
|
2016
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$3,924
|
+$3,500
|
1
|
0%
|
新規
|
|
|
2017
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$3,920
|
+$2,988
|
2
|
0%
|
買い増し
|
|
|
2018
|
DecisionPoint Financial
Mesa,
Arizona
|
$3,905
|
+$1,259
|
3
|
0%
|
買い増し
|
|
|
2019
|
Arlington Trust
Birmingham,
Alabama
|
$3,879
|
$0
|
1
|
0%
|
維持
|
|
|
2020
|
Berkshire Capital Holdings
San Jose,
California
|
$3,819
|
-$1739万
|
3
|
0%
|
減少
|
|
|
2021
|
J. Safra Asset Management
New York
|
$3,783
|
-$3,486
|
1
|
0%
|
減少
|
|
|
2022
|
Point Nemo Capital
Dripping Springs,
Texas
|
$3,679
|
+$3,282
|
1
|
0%
|
新規
|
|
|
2023
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$3,658
|
+$623
|
3
|
0%
|
買い増し
|
|
|
2024
|
Gilpin Wealth Management
Denver,
Colorado
|
$3,547
|
$0
|
1
|
0%
|
維持
|
|
|
2025
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$3,473
|
+$2,781
|
1
|
0%
|
新規
|
|