|
2001
|
Rikoon Group
Santa Fe,
New Mexico
|
$1340万
|
+$94万
|
7
|
5.43%
|
買い増し
|
|
|
2002
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$1336万
|
-$421万
|
7
|
1.9%
|
減少
|
|
|
2003
|
Caldera Capital
Dallas,
Texas
|
$1328万
|
-$91.6万
|
1
|
11.91%
|
減少
|
|
|
2004
|
Bray Capital Advisors
Naples,
Florida
|
$1327万
|
+$20.3万
|
8
|
6.2%
|
買い増し
|
|
|
2005
|
IFG Advisory
Atlanta,
Georgia
|
$1327万
|
+$85.3万
|
7
|
2.95%
|
買い増し
|
|
|
2006
|
Red Cedar Management
Park City,
Utah
|
$1326万
|
+$611万
|
2
|
11.23%
|
買い増し
|
|
|
2007
|
Greenline Partners
New York
|
$1316万
|
-$54.6万
|
3
|
4.37%
|
減少
|
|
|
2008
|
6 Meridian
Wichita,
Kansas
|
$1309万
|
-$1124万
|
2
|
1.47%
|
減少
|
|
|
2009
|
Gradient Investments
Arden Hills,
Minnesota
|
$1305万
|
+$185万
|
11
|
0.71%
|
買い増し
|
|
|
2010
|
GoodHaven Capital Management
Millburn,
New Jersey
|
$1305万
|
-$665万
|
2
|
8.52%
|
減少
|
|
|
2011
|
King Wealth Management Group
Naples,
Florida
|
$1303万
|
+$20.1万
|
6
|
4.62%
|
買い増し
|
|
|
2012
|
Rex Capital Advisors
Providence,
Rhode Island
|
$1301万
|
$0
|
1
|
11.19%
|
維持
|
|
|
2013
|
LaSalle Street Capital Management
Chicago,
Illinois
|
$1298万
|
-$244万
|
6
|
10.27%
|
減少
|
|
|
2014
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$1297万
|
+$25.6万
|
6
|
8.5%
|
買い増し
|
|
|
2015
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$1296万
|
+$8.62万
|
6
|
2.53%
|
買い増し
|
|
|
2016
|
Cider Mill Investments
Greenwich,
Connecticut
|
$1293万
|
+$702万
|
2
|
6.15%
|
買い増し
|
|
|
2017
|
Clearstead Trust
Portland,
Maine
|
$1293万
|
-$31.8万
|
5
|
11.09%
|
減少
|
|
|
2018
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$1292万
|
+$44.1万
|
6
|
5.94%
|
買い増し
|
|
|
2019
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$1291万
|
+$42.9万
|
6
|
4.4%
|
買い増し
|
|
|
2020
|
Independent Investors Inc
Nesconset,
New York
|
$1291万
|
-$3.34万
|
5
|
5.15%
|
減少
|
|
|
2021
|
Azzad Asset Management
Falls Church,
Virginia
|
$1290万
|
+$22.4万
|
5
|
3.91%
|
買い増し
|
|
|
2022
|
Edgestream Partners
Princeton,
New Jersey
|
$1282万
|
+$1177万
|
4
|
2.52%
|
買い増し
|
|
|
2023
|
Brasada Capital Management
Houston,
Texas
|
$1276万
|
+$113万
|
4
|
3.97%
|
買い増し
|
|
|
2024
|
Beddow Capital Management
Jackson,
Wyoming
|
$1274万
|
+$109万
|
2
|
5.13%
|
買い増し
|
|
|
2025
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$1273万
|
-$55.1万
|
5
|
10.18%
|
減少
|
|
