|
2001
|
Addison Capital
Conshohocken,
Pennsylvania
|
$478万
|
-$46.7万
|
2
|
4.35%
|
減少
|
|
|
2002
|
WealthPLAN Partners
Omaha,
Nebraska
|
$477万
|
+$41.1万
|
7
|
2.09%
|
買い増し
|
|
|
2003
|
Hamel Associates
Chatham,
New Jersey
|
$475万
|
-$8.24万
|
2
|
3.13%
|
減少
|
|
|
2004
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$474万
|
-$150万
|
8
|
0.92%
|
減少
|
|
|
2005
|
TAMRO Capital Partners
Alexandria,
Virginia
|
$474万
|
-$207万
|
2
|
0.4%
|
減少
|
|
|
2006
|
WBH Advisory
Baltimore,
Maryland
|
$474万
|
-$18.1万
|
5
|
1.86%
|
減少
|
|
|
2007
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$474万
|
+$11.2万
|
3
|
4.55%
|
買い増し
|
|
|
2008
|
|
$472万
|
+$171万
|
3
|
0.65%
|
買い増し
|
|
|
2009
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$472万
|
-$11.3万
|
6
|
1.15%
|
減少
|
|
|
2010
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$471万
|
-$638万
|
5
|
1.5%
|
減少
|
|
|
2011
|
Wexford Capital
West Palm Beach,
Florida
|
$470万
|
+$387万
|
1
|
1.25%
|
買い増し
|
|
|
2012
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$469万
|
-$4.56万
|
3
|
2.2%
|
減少
|
|
|
2013
|
American National Bank & Trust
Wichita Falls,
Texas
|
$468万
|
-$670万
|
4
|
1.87%
|
減少
|
|
|
2014
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$467万
|
+$7.1万
|
2
|
4.75%
|
買い増し
|
|
|
2015
|
Consolidated Investment Group
Englewood,
Colorado
|
$466万
|
-$7,528
|
1
|
2.2%
|
減少
|
|
|
2016
|
Homrich & Berg
Atlanta,
Georgia
|
$466万
|
+$39万
|
4
|
0.46%
|
買い増し
|
|
|
2017
|
Dreman Value Management
West Palm Beach,
Florida
|
$465万
|
+$8.2万
|
4
|
0.38%
|
買い増し
|
|
|
2018
|
Lincoln Capital
Lincoln,
Nebraska
|
$465万
|
-$26万
|
2
|
3.92%
|
減少
|
|
|
2019
|
Breithorn Capital Management
New York
|
$465万
|
+$81.7万
|
1
|
2.96%
|
買い増し
|
|
|
2020
|
Stockman Wealth Management
Billings,
Montana
|
$464万
|
-$919
|
2
|
3.95%
|
減少
|
|
|
2021
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$464万
|
-$21.3万
|
5
|
3.08%
|
減少
|
|
|
2022
|
DG Capital Management (Massachusetts)
Boston,
Massachusetts
|
$464万
|
-$104万
|
2
|
2.79%
|
減少
|
|
|
2023
|
Reilly Herbert Faulkner III
|
$462万
|
+$10.3万
|
2
|
3.93%
|
買い増し
|
|
|
2024
|
Acropolis Investment Management
St. Louis,
Missouri
|
$461万
|
-$4,704
|
4
|
0.9%
|
減少
|
|
|
2025
|
AMI Investment Management
Kendallville,
Indiana
|
$461万
|
-$9,939
|
2
|
3.81%
|
減少
|
|
