|
2001
|
denkapparat Operations
Berlin,
Germany
|
$192万
|
+$97万
|
3
|
0.63%
|
買い増し
|
|
|
2002
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$192万
|
+$65.4万
|
2
|
1.07%
|
買い増し
|
|
|
2003
|
Wakefield Asset Management
Englewood,
Colorado
|
$192万
|
+$1.73万
|
3
|
0.43%
|
買い増し
|
|
|
2004
|
Kercheville Advisors
San Antonio,
Texas
|
$191万
|
-$115万
|
1
|
0.58%
|
減少
|
|
|
2005
|
Crew Capital Management
Cincinnati,
Ohio
|
$191万
|
+$202万
|
2
|
1.04%
|
新規
|
|
|
2006
|
Signature Equity Partners
Columbus,
Ohio
|
$191万
|
+$62.3万
|
6
|
0.88%
|
買い増し
|
|
|
2007
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$191万
|
-$12.5万
|
4
|
0.51%
|
減少
|
|
|
2008
|
Freedom Day Solutions
Houston,
Texas
|
$191万
|
+$190万
|
1
|
0.42%
|
新規
|
|
|
2009
|
Cabot Wealth Management
Salem,
Massachusetts
|
$190万
|
-$51.3万
|
3
|
0.19%
|
減少
|
|
|
2010
|
GHP Investment Advisors
Denver,
Colorado
|
$190万
|
+$199万
|
3
|
0.07%
|
買い増し
|
|
|
2011
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$190万
|
-$3.24万
|
2
|
1.01%
|
減少
|
|
|
2012
|
Aspiriant LLC
Los Angeles,
California
|
$189万
|
+$9.8万
|
1
|
0.05%
|
買い増し
|
|
|
2013
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$189万
|
-$18.2万
|
2
|
0.05%
|
減少
|
|
|
2014
|
Karani Asset Management
New York
|
$189万
|
+$81.1万
|
2
|
1.36%
|
買い増し
|
|
|
2015
|
Trivant Custom Portfolio Group
San Diego,
California
|
$189万
|
-$31.9万
|
2
|
1.01%
|
減少
|
|
|
2016
|
Altman Advisors
Chicago,
Illinois
|
$189万
|
+$221万
|
1
|
0.68%
|
新規
|
|
|
2017
|
Figure 8 Investment Strategies
Boise,
Idaho
|
$188万
|
+$114万
|
1
|
1.59%
|
買い増し
|
|
|
2018
|
Concentric Capital Strategies
Stamford,
Connecticut
|
$188万
|
+$200万
|
2
|
0.1%
|
新規
|
|
|
2019
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$188万
|
+$32.6万
|
1
|
0.18%
|
買い増し
|
|
|
2020
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$188万
|
+$6.23万
|
3
|
0.28%
|
買い増し
|
|
|
2021
|
Bay Colony Advisors
Concord,
Massachusetts
|
$187万
|
-$368万
|
1
|
0.21%
|
減少
|
|
|
2022
|
B&D White Capital Company
Lakeway,
Texas
|
$187万
|
+$185万
|
2
|
0.19%
|
買い増し
|
|
|
2023
|
Natural Investments
Windsor,
California
|
$187万
|
-$12.5万
|
2
|
0.41%
|
減少
|
|
|
2024
|
FORA Capital
Miami,
Florida
|
$187万
|
-$161万
|
4
|
0.13%
|
減少
|
|
|
2025
|
Machina Capital
Paris,
France
|
$187万
|
-$221万
|
2
|
0.3%
|
減少
|
|
