|
2001
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$759万
|
-$168万
|
4
|
6.49%
|
減少
|
|
|
2002
|
Nepsis Inc
Minneapolis,
Minnesota
|
$758万
|
+$775万
|
2
|
4.13%
|
新規
|
|
|
2003
|
American Money Management
Rancho Santa Fe,
California
|
$756万
|
-$4,845
|
3
|
6.04%
|
減少
|
|
|
2004
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$754万
|
+$738万
|
3
|
4.13%
|
新規
|
|
|
2005
|
Manchester Capital Management
Manchester,
Vermont
|
$751万
|
-$160万
|
10
|
1.13%
|
減少
|
|
|
2006
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$750万
|
+$120万
|
5
|
3.57%
|
買い増し
|
|
|
2007
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$748万
|
-$55.4万
|
5
|
1.63%
|
減少
|
|
|
2008
|
Bayesian Capital Management
Brooklyn,
New York
|
$746万
|
+$217万
|
8
|
4.89%
|
買い増し
|
|
|
2009
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$744万
|
-$200万
|
13
|
2.14%
|
減少
|
|
|
2010
|
Wealth Architects
Mountain View,
California
|
$736万
|
-$4.49万
|
9
|
3.41%
|
減少
|
|
|
2011
|
IberiaBank
Lafayette,
Louisiana
|
$734万
|
+$56万
|
5
|
3.13%
|
買い増し
|
|
|
2012
|
Genesee Valley Trust
Pittsford,
New York
|
$734万
|
-$4.65万
|
5
|
4.5%
|
減少
|
|
|
2013
|
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
|
$732万
|
+$177万
|
3
|
2.6%
|
買い増し
|
|
|
2014
|
Frontier Wealth Management
Kansas City,
Missouri
|
$731万
|
-$142万
|
4
|
1.11%
|
減少
|
|
|
2015
|
Tiedemann Advisors
New York
|
$729万
|
+$581万
|
6
|
1.52%
|
買い増し
|
|
|
2016
|
M Holdings Securities
Portland,
Oregon
|
$727万
|
+$1.57万
|
7
|
3.31%
|
買い増し
|
|
|
2017
|
BancorpSouth
Tupelo,
Mississippi
|
$726万
|
+$1.7万
|
5
|
0.78%
|
買い増し
|
|
|
2018
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$726万
|
+$5,208
|
2
|
6.5%
|
買い増し
|
|
|
2019
|
Family Capital Trust
Peabody,
Massachusetts
|
$724万
|
-$4.02万
|
3
|
4.1%
|
減少
|
|
|
2020
|
Univest Financial
Souderton,
Pennsylvania
|
$723万
|
-$28.3万
|
3
|
3.27%
|
減少
|
|
|
2021
|
Members Trust
Tampa,
Florida
|
$722万
|
-$42.9万
|
2
|
0.46%
|
減少
|
|
|
2022
|
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
$722万
|
-$26.6万
|
4
|
0.06%
|
減少
|
|
|
2023
|
North Star Investment Management
Chicago,
Illinois
|
$720万
|
-$16.5万
|
9
|
1.28%
|
減少
|
|
|
2024
|
Rikoon Group
Santa Fe,
New Mexico
|
$719万
|
+$713万
|
6
|
5.69%
|
新規
|
|
|
2025
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$719万
|
-$5.83万
|
4
|
5.64%
|
減少
|
|
