|
2001
|
Whitnell & Co
Oak Brook,
Illinois
|
$933万
|
+$1.14万
|
6
|
4.18%
|
買い増し
|
|
|
2002
|
Wintrust Investments
Chicago,
Illinois
|
$933万
|
+$516万
|
9
|
2.66%
|
買い増し
|
|
|
2003
|
Azzad Asset Management
Falls Church,
Virginia
|
$933万
|
+$48.6万
|
5
|
3.52%
|
買い増し
|
|
|
2004
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$932万
|
-$44.7万
|
8
|
7.54%
|
減少
|
|
|
2005
|
|
$932万
|
-$728万
|
2
|
0.49%
|
減少
|
|
|
2006
|
City Financial Investment Company
London,
United Kingdom
|
$932万
|
-$519万
|
3
|
1.46%
|
減少
|
|
|
2007
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$932万
|
-$22.7万
|
5
|
3.41%
|
減少
|
|
|
2008
|
Marcus Capital
Northbrook,
Illinois
|
$932万
|
+$45.2万
|
3
|
8.69%
|
買い増し
|
|
|
2009
|
Amarillo National Bank
Amarillo,
Texas
|
$931万
|
+$2.5万
|
6
|
3.32%
|
買い増し
|
|
|
2010
|
Bray Capital Advisors
Naples,
Florida
|
$931万
|
+$26.3万
|
5
|
5.27%
|
買い増し
|
|
|
2011
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$930万
|
+$78.6万
|
14
|
4.08%
|
買い増し
|
|
|
2012
|
NewEdge Advisors
New Orleans,
Louisiana
|
$927万
|
+$107万
|
6
|
2.11%
|
買い増し
|
|
|
2013
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$926万
|
-$6.89万
|
6
|
4.63%
|
減少
|
|
|
2014
|
Frontier Wealth Management
Kansas City,
Missouri
|
$924万
|
-$15.2万
|
5
|
1.41%
|
減少
|
|
|
2015
|
Investment Management of Virginia
Richmond,
Virginia
|
$924万
|
-$39.5万
|
2
|
2.27%
|
減少
|
|
|
2016
|
Kamunting Street Capital Management
Miami Beach,
Florida
|
$921万
|
-$458万
|
1
|
6.64%
|
減少
|
|
|
2017
|
Concentric Wealth Management
Lafayette,
California
|
$918万
|
-$19.3万
|
5
|
7.46%
|
減少
|
|
|
2018
|
Homrich & Berg
Atlanta,
Georgia
|
$917万
|
+$126万
|
6
|
0.79%
|
買い増し
|
|
|
2019
|
Winch Advisory Services
Appleton,
Wisconsin
|
$917万
|
+$258万
|
7
|
5.82%
|
買い増し
|
|
|
2020
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$916万
|
-$3.97万
|
7
|
3.07%
|
減少
|
|
|
2021
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$914万
|
+$44.4万
|
6
|
1.85%
|
買い増し
|
|
|
2022
|
Teewinot Capital Advisers
New York
|
$913万
|
+$75.5万
|
3
|
5.03%
|
買い増し
|
|
|
2023
|
Stockman Wealth Management
Billings,
Montana
|
$912万
|
+$33.8万
|
3
|
5.18%
|
買い増し
|
|
|
2024
|
|
$911万
|
-$8.86万
|
4
|
0.44%
|
減少
|
|
|
2025
|
Partnervest Advisory Services
Santa Barbara,
California
|
$910万
|
-$269万
|
7
|
4.11%
|
減少
|
|
