|
2001
|
Capital Wealth Planning
Naples,
Florida
|
$710万
|
-$7.39万
|
3
|
6.52%
|
減少
|
|
|
2002
|
Qualcomm Inc
San Diego,
California
|
$710万
|
-$222万
|
1
|
0.92%
|
減少
|
|
|
2003
|
Central Asset Investments & Management Holdings
Hong Kong
|
$710万
|
+$665万
|
3
|
3.17%
|
新規
|
|
|
2004
|
Origin Asset Management
London,
United Kingdom
|
$710万
|
+$662万
|
1
|
0.57%
|
新規
|
|
|
2005
|
DSC Advisors
Chicago,
Illinois
|
$708万
|
+$116万
|
6
|
3.7%
|
買い増し
|
|
|
2006
|
Lombardia Capital Partners
Pasadena,
California
|
$708万
|
$0
|
1
|
0.35%
|
維持
|
|
|
2007
|
Stephens Investment Management Group
Houston,
Texas
|
$708万
|
+$1.15万
|
3
|
0.25%
|
買い増し
|
|
|
2008
|
CrestPoint Capital Management
Four Seasons,
Missouri
|
$703万
|
-$28万
|
5
|
3.98%
|
減少
|
|
|
2009
|
Next Financial Group
Houston,
Texas
|
$703万
|
+$8.88万
|
12
|
2.62%
|
買い増し
|
|
|
2010
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$701万
|
+$674万
|
6
|
3.62%
|
新規
|
|
|
2011
|
Westport Advisers
Westport,
Connecticut
|
$700万
|
-$22.1万
|
1
|
1.01%
|
減少
|
|
|
2012
|
Dialectic Capital Management
Norwalk,
Connecticut
|
$699万
|
+$59.6万
|
3
|
2.01%
|
買い増し
|
|
|
2013
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$698万
|
+$374万
|
9
|
6.15%
|
買い増し
|
|
|
2014
|
Grassi Investment Management
Santa Clara,
California
|
$697万
|
+$58.2万
|
5
|
1.43%
|
買い増し
|
|
|
2015
|
Shinko Asset Management Company
Tokyo,
Japan
|
$697万
|
+$41.2万
|
11
|
0.06%
|
買い増し
|
|
|
2016
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$695万
|
+$219万
|
7
|
2.64%
|
買い増し
|
|
|
2017
|
Quantbot Technologies
New York
|
$695万
|
+$209万
|
7
|
1.19%
|
買い増し
|
|
|
2018
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$695万
|
+$66.3万
|
6
|
1.35%
|
買い増し
|
|
|
2019
|
Needham Investment Management
New York
|
$695万
|
+$151万
|
1
|
1.73%
|
買い増し
|
|
|
2020
|
Sky Investment Group
Hartford,
Connecticut
|
$694万
|
-$14.9万
|
4
|
3.57%
|
減少
|
|
|
2021
|
|
$693万
|
-$7.81万
|
6
|
5.5%
|
減少
|
|
|
2022
|
Bruderman Asset Management
Locust Valley,
New York
|
$690万
|
+$261万
|
8
|
2.6%
|
買い増し
|
|
|
2023
|
LVW Advisors
Pittsford,
New York
|
$690万
|
-$30.8万
|
7
|
2.7%
|
減少
|
|
|
2024
|
Scion Asset Management
Saratoga,
California
|
$688万
|
+$703万
|
1
|
8.61%
|
新規
|
|
|
2025
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$688万
|
+$12.3万
|
6
|
4.36%
|
買い増し
|
|
