|
2001
|
Formidable Asset Management
Cincinnati,
Ohio
|
$378万
|
+$43.1万
|
6
|
2.54%
|
買い増し
|
|
|
2002
|
Lakeshore Capital
Birmingham,
Alabama
|
$375万
|
-$21.3万
|
1
|
3.67%
|
減少
|
|
|
2003
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
$375万
|
$0
|
2
|
5.09%
|
維持
|
|
|
2004
|
Pettee Investors
Rowayton,
Connecticut
|
$374万
|
+$361万
|
2
|
3.52%
|
新規
|
|
|
2005
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$374万
|
+$31.3万
|
1
|
0.95%
|
買い増し
|
|
|
2006
|
Forward Management
San Francisco,
California
|
$372万
|
-$95万
|
3
|
0.23%
|
減少
|
|
|
2007
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$372万
|
+$53.6万
|
5
|
3.28%
|
買い増し
|
|
|
2008
|
Pring Turner Capital Group
Alamo,
California
|
$368万
|
+$356万
|
6
|
3.63%
|
新規
|
|
|
2009
|
Beach Investment Management
West Conshohocken,
Pennsylvania
|
$368万
|
$0
|
1
|
5.1%
|
維持
|
|
|
2010
|
Trutina Financial
Bellevue,
Washington
|
$366万
|
-$3.47万
|
2
|
3.15%
|
減少
|
|
|
2011
|
Stuyvesant Capital Management
Armonk,
New York
|
$365万
|
-$28.5万
|
1
|
6.68%
|
減少
|
|
|
2012
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$365万
|
+$6.53万
|
3
|
1.84%
|
買い増し
|
|
|
2013
|
Adams Asset Advisors
Dallas,
Texas
|
$365万
|
$0
|
1
|
0.62%
|
維持
|
|
|
2014
|
Consolidated Investment Group
Englewood,
Colorado
|
$363万
|
$0
|
1
|
2.21%
|
維持
|
|
|
2015
|
Vantage Investment Partners
Kansas City,
Missouri
|
$363万
|
+$4.9万
|
2
|
1.19%
|
買い増し
|
|
|
2016
|
Mraz Amerine & Associates
Modesto,
California
|
$362万
|
-$7.33万
|
2
|
1.61%
|
減少
|
|
|
2017
|
M Holdings Securities
Portland,
Oregon
|
$361万
|
+$340万
|
3
|
2.57%
|
新規
|
|
|
2018
|
Argentus Capital Management
Dallas,
Texas
|
$361万
|
+$42.2万
|
2
|
0.77%
|
買い増し
|
|
|
2019
|
Tower Research Capital (TRC)
New York
|
$360万
|
-$2194万
|
10
|
0.6%
|
減少
|
|
|
2020
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$360万
|
+$341万
|
8
|
2.46%
|
新規
|
|
|
2021
|
Homrich & Berg
Atlanta,
Georgia
|
$359万
|
+$189万
|
3
|
0.5%
|
買い増し
|
|
|
2022
|
Marshall & Sullivan
Seattle,
Washington
|
$359万
|
-$2.34万
|
3
|
6.59%
|
減少
|
|
|
2023
|
Orca Investment Management
Roseburg,
Oregon
|
$359万
|
+$326万
|
3
|
2.92%
|
新規
|
|
|
2024
|
Glaxis Capital Management
Sarasota,
Florida
|
$358万
|
-$28.1万
|
1
|
7.71%
|
減少
|
|
|
2025
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$358万
|
+$337万
|
3
|
3.43%
|
新規
|
|
