|
2001
|
Westwind Capital
Las Cruces,
New Mexico
|
US$4689萬
|
-US$216萬
|
4
|
11.87%
|
減碼
|
|
|
2002
|
Wilsey Asset Management
San Diego,
California
|
US$4689萬
|
+US$4.05萬
|
1
|
9.56%
|
增持
|
|
|
2003
|
Executive Wealth Management
Brighton,
Michigan
|
US$4686萬
|
-US$79.4萬
|
6
|
4.11%
|
減碼
|
|
|
2004
|
Angeles Wealth Management
Santa Monica,
California
|
US$4686萬
|
+US$133萬
|
6
|
4.69%
|
增持
|
|
|
2005
|
Merriman Wealth Management
Seattle,
Washington
|
US$4677萬
|
+US$9.44萬
|
6
|
2.08%
|
增持
|
|
|
2006
|
L1 Capital International
Sydney NSW 2000,
Australia
|
US$4674萬
|
+US$294萬
|
3
|
20.8%
|
增持
|
|
|
2007
|
Jamison Private Wealth Management
Milton,
Georgia
|
US$4667萬
|
+US$82.3萬
|
12
|
7.89%
|
增持
|
|
|
2008
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
US$4661萬
|
+US$158萬
|
4
|
1.99%
|
增持
|
|
|
2009
|
Meridian Wealth Advisors
Austin,
Texas
|
US$4659萬
|
+US$53萬
|
6
|
8.75%
|
增持
|
|
|
2010
|
|
US$4655萬
|
+US$20.8萬
|
6
|
9.14%
|
增持
|
|
|
2011
|
United Bank (Virginia)
Vienna,
Virginia
|
US$4652萬
|
-US$463萬
|
5
|
5.55%
|
減碼
|
|
|
2012
|
|
US$4644萬
|
+US$1515萬
|
2
|
11.89%
|
增持
|
|
|
2013
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
US$4644萬
|
-US$125萬
|
6
|
7.81%
|
減碼
|
|
|
2014
|
Personal CFO Solutions
Chester,
New Jersey
|
US$4632萬
|
+US$264萬
|
11
|
7.23%
|
增持
|
|
|
2015
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
US$4630萬
|
-US$280萬
|
5
|
6.84%
|
減碼
|
|
|
2016
|
Capital City Trust
Tallahassee,
Florida
|
US$4619萬
|
-US$73.5萬
|
6
|
12.86%
|
減碼
|
|
|
2017
|
Segment Wealth Management
Houston,
Texas
|
US$4619萬
|
+US$64.4萬
|
7
|
3.51%
|
增持
|
|
|
2018
|
Financial Avengers
Oakland,
California
|
US$4618萬
|
+US$15.5萬
|
7
|
24.43%
|
增持
|
|
|
2019
|
Verde Servicos Internacionais
Sao Paulo,
Brazil
|
US$4614萬
|
+US$679萬
|
3
|
17.18%
|
增持
|
|
|
2020
|
BFSG LLC
Irvine,
California
|
US$4613萬
|
+US$66.5萬
|
10
|
6.09%
|
增持
|
|
|
2021
|
Premier Path Wealth Partners
Madison,
New Jersey
|
US$4608萬
|
-US$75.3萬
|
7
|
8.67%
|
減碼
|
|
|
2022
|
Princeton Global Asset Management
Princeton,
New Jersey
|
US$4607萬
|
-US$123萬
|
9
|
10.96%
|
減碼
|
|
|
2023
|
Wellington Shields & Co
New York
|
US$4606萬
|
-US$49.1萬
|
6
|
15.44%
|
減碼
|
|
|
2024
|
Polaris Capital Management
Boston,
Massachusetts
|
US$4583萬
|
-US$518萬
|
1
|
2.28%
|
減碼
|
|
|
2025
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
US$4578萬
|
-US$18.2萬
|
5
|
6.14%
|
減碼
|
|
