|
2001
|
Hilltop Holdings
Dallas,
Texas
|
$1458万
|
+$262万
|
7
|
3.09%
|
買い増し
|
|
|
2002
|
New England Asset Management
Farmington,
Connecticut
|
$1456万
|
-$203万
|
5
|
0.26%
|
減少
|
|
|
2003
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1455万
|
+$696万
|
8
|
3.47%
|
買い増し
|
|
|
2004
|
Rikoon Group
Santa Fe,
New Mexico
|
$1449万
|
-$5.3万
|
7
|
5.54%
|
減少
|
|
|
2005
|
Augustine Asset Management
Jacksonville,
Florida
|
$1449万
|
+$1.55万
|
3
|
8.45%
|
買い増し
|
|
|
2006
|
Chicago Trust
Grayslake,
Illinois
|
$1446万
|
-$51.9万
|
6
|
6.15%
|
減少
|
|
|
2007
|
Azzad Asset Management
Falls Church,
Virginia
|
$1441万
|
+$18.8万
|
5
|
4.13%
|
買い増し
|
|
|
2008
|
|
$1441万
|
$0
|
1
|
3.68%
|
維持
|
|
|
2009
|
SimplyRich
Carlsbad,
California
|
$1432万
|
-$24万
|
5
|
8.22%
|
減少
|
|
|
2010
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1432万
|
+$164万
|
6
|
6.74%
|
買い増し
|
|
|
2011
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$1428万
|
+$51.9万
|
7
|
4.93%
|
買い増し
|
|
|
2012
|
Ionic Capital Management
New York
|
$1427万
|
-$1156万
|
2
|
0.85%
|
減少
|
|
|
2013
|
Wellington Shields & Co
New York
|
$1424万
|
+$25.5万
|
6
|
7.38%
|
買い増し
|
|
|
2014
|
Teza Capital Management
Chicago,
Illinois
|
$1421万
|
+$469万
|
7
|
2.12%
|
買い増し
|
|
|
2015
|
Court Place Advisors
Ellicott City,
Maryland
|
$1420万
|
-$13.8万
|
5
|
5.88%
|
減少
|
|
|
2016
|
M Holdings Securities
Portland,
Oregon
|
$1419万
|
+$251万
|
8
|
3.9%
|
買い増し
|
|
|
2017
|
Handelsinvest Investeringsforvaltning
Herning,
Denmark
|
$1418万
|
-$327万
|
3
|
3.12%
|
減少
|
|
|
2018
|
Venturi Wealth Management
Austin,
Texas
|
$1415万
|
-$23.1万
|
7
|
2.64%
|
減少
|
|
|
2019
|
Pennant Capital Management
Summit,
New Jersey
|
$1414万
|
+$1338万
|
2
|
6.68%
|
新規
|
|
|
2020
|
GoodHaven Capital Management
Millburn,
New Jersey
|
$1408万
|
-$3.07万
|
2
|
9.31%
|
減少
|
|
|
2021
|
|
$1407万
|
+$364万
|
4
|
0.7%
|
買い増し
|
|
|
2022
|
SCP Investment
Orinda,
California
|
$1401万
|
+$268万
|
2
|
6.93%
|
買い増し
|
|
|
2023
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$1401万
|
+$38.7万
|
5
|
4.95%
|
買い増し
|
|
|
2024
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$1399万
|
+$19.5万
|
6
|
1.43%
|
買い増し
|
|
|
2025
|
IndexIQ Advisors
New York
|
$1398万
|
+$432万
|
3
|
0.43%
|
買い増し
|
|