|
2001
|
Valmark Advisers
Akron,
Ohio
|
US$4971萬
|
+US$82.6萬
|
8
|
0.78%
|
增持
|
|
|
2002
|
Meridian Wealth Advisors
Austin,
Texas
|
US$4965萬
|
-US$33.4萬
|
6
|
8.3%
|
減碼
|
|
|
2003
|
Madrona Venture Group
Seattle,
Washington
|
US$4958萬
|
-US$1230萬
|
1
|
66.45%
|
減碼
|
|
|
2004
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
US$4943萬
|
+US$291萬
|
7
|
10.31%
|
增持
|
|
|
2005
|
L2 Asset Management
Wayland,
Massachusetts
|
US$4934萬
|
+US$174萬
|
8
|
13.41%
|
增持
|
|
|
2006
|
Personal CFO Solutions
Chester,
New Jersey
|
US$4931萬
|
+US$20.8萬
|
10
|
6.89%
|
增持
|
|
|
2007
|
Jamison Private Wealth Management
Milton,
Georgia
|
US$4909萬
|
+US$124萬
|
12
|
7.47%
|
增持
|
|
|
2008
|
Westover Capital Advisors
Wilmington,
Delaware
|
US$4909萬
|
+US$370萬
|
6
|
9.43%
|
增持
|
|
|
2009
|
Sage Mountain Advisors
Atlanta,
Georgia
|
US$4906萬
|
+US$248萬
|
6
|
4.18%
|
增持
|
|
|
2010
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
US$4902萬
|
+US$540萬
|
5
|
4.83%
|
增持
|
|
|
2011
|
Koshinski Asset Management
Decatur,
Illinois
|
US$4894萬
|
-US$69.4萬
|
9
|
4.23%
|
減碼
|
|
|
2012
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
US$4888萬
|
+US$49.7萬
|
6
|
7.57%
|
增持
|
|
|
2013
|
Intellectus Partners
San Francisco,
California
|
US$4886萬
|
+US$70.9萬
|
9
|
12.49%
|
增持
|
|
|
2014
|
BNC Wealth Management
Beaverton,
Oregon
|
US$4874萬
|
+US$317萬
|
5
|
17.95%
|
增持
|
|
|
2015
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
US$4868萬
|
+US$108萬
|
8
|
11.91%
|
增持
|
|
|
2016
|
Timber Creek Capital Management
Boston,
Massachusetts
|
US$4865萬
|
+US$74.9萬
|
5
|
13.62%
|
增持
|
|
|
2017
|
Segment Wealth Management
Houston,
Texas
|
US$4863萬
|
+US$3.77萬
|
7
|
3.34%
|
增持
|
|
|
2018
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
US$4862萬
|
+US$40.9萬
|
6
|
10.23%
|
增持
|
|
|
2019
|
Kelly Lawrence W & Associates
Pasadens,
California
|
US$4855萬
|
+US$16.6萬
|
8
|
10.95%
|
增持
|
|
|
2020
|
Executive Wealth Management
Brighton,
Michigan
|
US$4855萬
|
+US$3476萬
|
6
|
3.81%
|
增持
|
|
|
2021
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
US$4843萬
|
-US$375萬
|
5
|
11.57%
|
減碼
|
|
|
2022
|
Symphony Financial
Houston,
Texas
|
US$4815萬
|
+US$358萬
|
5
|
7.96%
|
增持
|
|
|
2023
|
West Coast Financial
Santa Barbara,
California
|
US$4811萬
|
+US$16.8萬
|
6
|
5.29%
|
增持
|
|
|
2024
|
Decatur Capital Management
Decatur,
Georgia
|
US$4809萬
|
+US$311萬
|
3
|
22.14%
|
增持
|
|
|
2025
|
|
US$4806萬
|
+US$94.5萬
|
7
|
3.5%
|
增持
|
|
