|
2001
|
Group One Trading
Chicago,
Illinois
|
$1161万
|
-$111万
|
29
|
0.02%
|
減少
|
|
|
2002
|
Millstone Evans Group
Boulder,
Colorado
|
$1161万
|
+$1045万
|
13
|
6.28%
|
買い増し
|
|
|
2003
|
Mattern Wealth Management
Lawrence,
Kansas
|
$1160万
|
+$2,635
|
2
|
1.9%
|
買い増し
|
|
|
2004
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$1159万
|
+$125万
|
5
|
3.33%
|
買い増し
|
|
|
2005
|
Csenge Advisory Group
Clearwater,
Florida
|
$1158万
|
-$161万
|
6
|
0.47%
|
減少
|
|
|
2006
|
Schnieders Capital Management
Pasadena,
California
|
$1157万
|
+$33.6万
|
3
|
1.52%
|
買い増し
|
|
|
2007
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1157万
|
+$45.8万
|
3
|
0.95%
|
買い増し
|
|
|
2008
|
Mendel Money Management
Northbrook,
Illinois
|
$1156万
|
-$162万
|
3
|
4.23%
|
減少
|
|
|
2009
|
Hollow Brook Wealth Management
Katonah,
New York
|
$1156万
|
-$82.4万
|
3
|
2.3%
|
減少
|
|
|
2010
|
Capital Group Investment Management
Raffles Quay,
Singapore
|
$1154万
|
+$38.8万
|
4
|
1.74%
|
買い増し
|
|
|
2011
|
Trajan Wealth
Scottsdale,
Arizona
|
$1153万
|
-$580万
|
3
|
0.44%
|
減少
|
|
|
2012
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$1151万
|
+$9.23万
|
6
|
3.47%
|
買い増し
|
|
|
2013
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$1150万
|
+$30.8万
|
3
|
1.55%
|
買い増し
|
|
|
2014
|
Chelsea Counsel Company
Los Angeles,
California
|
$1148万
|
-$16.4万
|
5
|
4.86%
|
減少
|
|
|
2015
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$1145万
|
+$216万
|
6
|
0.6%
|
買い増し
|
|
|
2016
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$1144万
|
-$1.39万
|
4
|
5.46%
|
減少
|
|
|
2017
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$1144万
|
-$39.1万
|
4
|
2.37%
|
減少
|
|
|
2018
|
Bridge City Capital
Lake Oswego,
Oregon
|
$1143万
|
-$1260万
|
4
|
2.61%
|
減少
|
|
|
2019
|
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
|
$1142万
|
+$1174万
|
1
|
1.13%
|
新規
|
|
|
2020
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$1140万
|
+$72.3万
|
16
|
3.03%
|
買い増し
|
|
|
2021
|
Simcoe Capital
Spokane,
Washington
|
$1140万
|
+$431万
|
2
|
6.95%
|
買い増し
|
|
|
2022
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1140万
|
+$47.6万
|
13
|
1.31%
|
買い増し
|
|
|
2023
|
Portfolio Design Labs
Encino,
California
|
$1137万
|
+$446万
|
6
|
1.86%
|
買い増し
|
|
|
2024
|
EntryPoint Capital
New York
|
$1137万
|
-$173万
|
19
|
2.76%
|
減少
|
|
|
2025
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$1135万
|
+$186万
|
3
|
4.55%
|
買い増し
|
|
