|
2001
|
Hamel Associates
Chatham,
New Jersey
|
$466万
|
-$6.54万
|
2
|
3.08%
|
減少
|
|
|
2002
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$466万
|
-$72.3万
|
4
|
1.29%
|
減少
|
|
|
2003
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$463万
|
+$14.4万
|
5
|
3.12%
|
買い増し
|
|
|
2004
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$462万
|
+$53万
|
3
|
4.51%
|
買い増し
|
|
|
2005
|
M Holdings Securities
Portland,
Oregon
|
$462万
|
+$33.3万
|
5
|
3.02%
|
買い増し
|
|
|
2006
|
Ironwood Investment Management
Boston,
Massachusetts
|
$462万
|
-$25.8万
|
2
|
0.86%
|
減少
|
|
|
2007
|
Tower Research Capital (TRC)
New York
|
$462万
|
+$351万
|
13
|
0.57%
|
買い増し
|
|
|
2008
|
AMI Investment Management
Kendallville,
Indiana
|
$460万
|
-$13万
|
2
|
3.66%
|
減少
|
|
|
2009
|
Monroe Bank & Trust
Monroe,
Michigan
|
$460万
|
+$16.9万
|
5
|
1.59%
|
買い増し
|
|
|
2010
|
Regents of the University of California
Oakland,
California
|
$460万
|
+$197万
|
3
|
4.63%
|
買い増し
|
|
|
2011
|
Keystone Financial Planning
Cleveland,
Ohio
|
$460万
|
-$7,706
|
1
|
3.49%
|
減少
|
|
|
2012
|
JS Capital Management
New York
|
$457万
|
-$271万
|
1
|
1.16%
|
減少
|
|
|
2013
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$457万
|
+$19.8万
|
10
|
3.19%
|
買い増し
|
|
|
2014
|
Roundview Capital
Princeton,
New Jersey
|
$456万
|
-$433万
|
4
|
1.8%
|
減少
|
|
|
2015
|
Braver Wealth Management
Needham,
Massachusetts
|
$455万
|
-$2.69万
|
2
|
0.93%
|
減少
|
|
|
2016
|
Rench Wealth Management
Denton,
Texas
|
$454万
|
-$12.2万
|
2
|
3.89%
|
減少
|
|
|
2017
|
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
|
$454万
|
+$223万
|
4
|
3.53%
|
買い増し
|
|
|
2018
|
Portland Global Advisors
Portland,
Maine
|
$452万
|
+$13.3万
|
4
|
2.34%
|
買い増し
|
|
|
2019
|
Dreman Value Management
West Palm Beach,
Florida
|
$452万
|
+$71.8万
|
4
|
0.39%
|
買い増し
|
|
|
2020
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$452万
|
+$420万
|
1
|
4.33%
|
買い増し
|
|
|
2021
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$451万
|
+$113万
|
3
|
2.3%
|
買い増し
|
|
|
2022
|
Acropolis Investment Management
St. Louis,
Missouri
|
$451万
|
+$16.3万
|
4
|
0.84%
|
買い増し
|
|
|
2023
|
Wright Investors Service
Shelton,
Connecticut
|
$450万
|
-$29.3万
|
4
|
2.16%
|
減少
|
|
|
2024
|
Rockland Trust
Hanover,
Massachusetts
|
$450万
|
-$24.3万
|
3
|
0.95%
|
減少
|
|
|
2025
|
Trustco Bank (New York)
Albany,
New York
|
$448万
|
-$20.5万
|
3
|
4.28%
|
減少
|
|
