|
2001
|
Sloy Dahl & Holst
Vancouver,
Washington
|
US$5996萬
|
+US$38.8萬
|
3
|
7.4%
|
增持
|
|
|
2002
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
US$5996萬
|
-US$423萬
|
3
|
15.19%
|
減碼
|
|
|
2003
|
|
US$5986萬
|
-US$39.4萬
|
4
|
15.13%
|
減碼
|
|
|
2004
|
Chicago Trust
Grayslake,
Illinois
|
US$5985萬
|
+US$12.6萬
|
8
|
8.67%
|
增持
|
|
|
2005
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
US$5978萬
|
-US$41.6萬
|
5
|
11.26%
|
減碼
|
|
|
2006
|
Headlands Technologies
Chicago,
Illinois
|
US$5977萬
|
-US$1572萬
|
23
|
6.34%
|
減碼
|
|
|
2007
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
US$5975萬
|
+US$392萬
|
6
|
2.17%
|
增持
|
|
|
2008
|
Harold Davidson & Associates
Los Angeles,
California
|
US$5973萬
|
-US$196萬
|
2
|
25.91%
|
減碼
|
|
|
2009
|
Iconiq Capital
San Francisco,
California
|
US$5973萬
|
-US$3.02億
|
7
|
1.72%
|
減碼
|
|
|
2010
|
Golden State Wealth Management
Santa Ana,
California
|
US$5973萬
|
+US$5.52萬
|
30
|
5.45%
|
增持
|
|
|
2011
|
Valley Wealth Managers
Paramus,
New Jersey
|
US$5971萬
|
+US$17.4萬
|
5
|
3.45%
|
增持
|
|
|
2012
|
United Capital Management of KS
Salina,
Kansas
|
US$5970萬
|
+US$11.7萬
|
4
|
7.82%
|
增持
|
|
|
2013
|
Continental General Insurance Company
Austin,
Texas
|
US$5965萬
|
-US$1884萬
|
1
|
12.44%
|
減碼
|
|
|
2014
|
Maven Securities
St Helier,
Jersey
|
US$5964萬
|
+US$712萬
|
9
|
1.18%
|
增持
|
|
|
2015
|
Facet Wealth Inc
Baltimore,
Maryland
|
US$5962萬
|
+US$488萬
|
6
|
0.85%
|
增持
|
|
|
2016
|
United Advisor Group
Cincinnati,
Ohio
|
US$5954萬
|
-US$1.38萬
|
11
|
6.28%
|
減碼
|
|
|
2017
|
Belvedere Trading
Chicago,
Illinois
|
US$5953萬
|
+US$5569萬
|
4
|
0.07%
|
增持
|
|
|
2018
|
Buck Wealth Strategies
Denver,
Colorado
|
US$5945萬
|
+US$338萬
|
17
|
6.22%
|
增持
|
|
|
2019
|
Ardsley Advisory Partners
Stamford,
Connecticut
|
US$5935萬
|
+US$1257萬
|
5
|
6.18%
|
增持
|
|
|
2020
|
Fulcrum Capital
Seattle,
Washington
|
US$5927萬
|
-US$271萬
|
3
|
12.02%
|
減碼
|
|
|
2021
|
Hennessy Advisors Inc
Novato,
California
|
US$5926萬
|
-US$1058萬
|
8
|
1.89%
|
減碼
|
|
|
2022
|
Penn Davis McFarland
Dallas,
Texas
|
US$5923萬
|
-US$189萬
|
4
|
5.28%
|
減碼
|
|
|
2023
|
Huntleigh Advisors
St. Louis,
Missouri
|
US$5919萬
|
+US$212萬
|
7
|
8.29%
|
增持
|
|
|
2024
|
Community Financial Services Group
Newport,
Vermont
|
US$5919萬
|
+US$90.2萬
|
8
|
8.62%
|
增持
|
|
|
2025
|
MIRAE ASSET SECURITIES (USA) INC.
New York
|
US$5919萬
|
+US$4301萬
|
5
|
1.65%
|
增持
|
|
