|
2001
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
US$2674萬
|
-US$78.8萬
|
6
|
6.33%
|
減碼
|
|
|
2002
|
|
US$2666萬
|
+US$252萬
|
2
|
11.8%
|
增持
|
|
|
2003
|
Graypoint LLC
Albany,
New York
|
US$2664萬
|
-US$90.9萬
|
8
|
3.18%
|
減碼
|
|
|
2004
|
Hedeker Wealth
Lincolnshire,
Illinois
|
US$2662萬
|
-US$274萬
|
5
|
9.95%
|
減碼
|
|
|
2005
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
US$2660萬
|
+US$2781萬
|
6
|
6.81%
|
新
|
|
|
2006
|
Continuum Advisory
Eagle,
Idaho
|
US$2657萬
|
-US$79.9萬
|
6
|
4.79%
|
減碼
|
|
|
2007
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
US$2656萬
|
-US$41.6萬
|
8
|
11.72%
|
減碼
|
|
|
2008
|
SQN Investors
Menlo Park,
California
|
US$2656萬
|
-US$1471萬
|
2
|
10.29%
|
減碼
|
|
|
2009
|
Bell Bank
Fargo,
North Dakota
|
US$2655萬
|
+US$44.1萬
|
7
|
3.09%
|
增持
|
|
|
2010
|
Summit Financial
Parsippany,
New Jersey
|
US$2650萬
|
-US$409萬
|
7
|
2.49%
|
減碼
|
|
|
2011
|
Greatmark Investment Partners
Columbus,
Georgia
|
US$2650萬
|
+US$220萬
|
5
|
4.85%
|
增持
|
|
|
2012
|
Lindbrook Capital
Calabasas,
California
|
US$2644萬
|
+US$155萬
|
28
|
3.26%
|
增持
|
|
|
2013
|
Daily Journal Corp
Los Angeles,
California
|
US$2643萬
|
US$0
|
1
|
15.15%
|
維持不變
|
|
|
2014
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
US$2642萬
|
+US$285萬
|
2
|
6.85%
|
增持
|
|
|
2015
|
Winch Advisory Services
Appleton,
Wisconsin
|
US$2640萬
|
-US$103萬
|
9
|
11.26%
|
減碼
|
|
|
2016
|
Bridgewater Advisors
New York
|
US$2637萬
|
-US$988萬
|
6
|
6.38%
|
減碼
|
|
|
2017
|
Wellington Shields & Co
New York
|
US$2633萬
|
-US$146萬
|
7
|
5.98%
|
減碼
|
|
|
2018
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
US$2630萬
|
-US$43.4萬
|
9
|
4.37%
|
減碼
|
|
|
2019
|
Fiduciary Alliance
Greenville,
South Carolina
|
US$2628萬
|
+US$2740萬
|
16
|
6.8%
|
新
|
|
|
2020
|
Valliance Asset Management
Central,
Hong Kong
|
US$2626萬
|
+US$1594萬
|
1
|
37.24%
|
增持
|
|
|
2021
|
Zions Bancorporation
Salt Lake City,
Utah
|
US$2622萬
|
-US$31.3萬
|
20
|
2.07%
|
減碼
|
|
|
2022
|
RFG Advisory
Birmingham,
Alabama
|
US$2620萬
|
-US$137萬
|
7
|
1.32%
|
減碼
|
|
|
2023
|
Consolidated Capital Management
Burbank,
California
|
US$2618萬
|
+US$24.4萬
|
3
|
15.62%
|
增持
|
|
|
2024
|
Procyon Advisors
Shelton,
Connecticut
|
US$2618萬
|
+US$701萬
|
8
|
4.79%
|
增持
|
|
|
2025
|
GFG Capital
Miami,
Florida
|
US$2617萬
|
-US$174萬
|
5
|
4.14%
|
減碼
|
|
