|
2001
|
Telos Capital Management
San Diego,
California
|
$1592万
|
+$115万
|
7
|
5.09%
|
買い増し
|
|
|
2002
|
Perella Weinberg Partners Capital Management
New York
|
$1591万
|
+$571万
|
2
|
0.73%
|
買い増し
|
|
|
2003
|
Cortina Asset Management
Milwaukee,
Wisconsin
|
$1585万
|
-$754万
|
4
|
0.74%
|
減少
|
|
|
2004
|
SimplyRich
Carlsbad,
California
|
$1584万
|
+$15.2万
|
6
|
8.64%
|
買い増し
|
|
|
2005
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1582万
|
+$419万
|
5
|
4.3%
|
買い増し
|
|
|
2006
|
Grace Capital
Quincy,
Massachusetts
|
$1581万
|
+$95万
|
5
|
6.19%
|
買い増し
|
|
|
2007
|
Corient Capital Partners
Newport Beach,
California
|
$1576万
|
$0
|
6
|
2.62%
|
維持
|
|
|
2008
|
Penbrook Management
New York
|
$1576万
|
-$8,673
|
6
|
15.09%
|
減少
|
|
|
2009
|
One Capital Management
Westlake Village,
California
|
$1574万
|
+$172万
|
7
|
2.85%
|
買い増し
|
|
|
2010
|
Wellington Shields & Co
New York
|
$1571万
|
-$37.5万
|
6
|
8.51%
|
減少
|
|
|
2011
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$1568万
|
+$1392万
|
7
|
4.77%
|
買い増し
|
|
|
2012
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$1565万
|
+$66.3万
|
4
|
4.39%
|
買い増し
|
|
|
2013
|
CFO4Life Group
Coppell,
Texas
|
$1560万
|
+$41.7万
|
6
|
6.92%
|
買い増し
|
|
|
2014
|
Karp Capital Management
Sausalito,
California
|
$1560万
|
+$153万
|
6
|
5.37%
|
買い増し
|
|
|
2015
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$1552万
|
-$322万
|
2
|
4.17%
|
減少
|
|
|
2016
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$1549万
|
-$224万
|
3
|
7.49%
|
減少
|
|
|
2017
|
Clearstead Trust
Portland,
Maine
|
$1549万
|
-$23.6万
|
6
|
11.89%
|
減少
|
|
|
2018
|
Rikoon Group
Santa Fe,
New Mexico
|
$1548万
|
-$86.3万
|
7
|
5.48%
|
減少
|
|
|
2019
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1541万
|
-$2.33万
|
14
|
2.17%
|
減少
|
|
|
2020
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1540万
|
+$72.3万
|
11
|
5.34%
|
買い増し
|
|
|
2021
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$1538万
|
-$26.1万
|
6
|
1.54%
|
減少
|
|
|
2022
|
|
$1535万
|
+$44万
|
7
|
7.02%
|
買い増し
|
|
|
2023
|
Horizon Investment Services
Hammond,
Indiana
|
$1535万
|
+$442万
|
5
|
8.02%
|
買い増し
|
|
|
2024
|
Hendley & Co
Zanesville,
Ohio
|
$1534万
|
+$305万
|
3
|
7.54%
|
買い増し
|
|
|
2025
|
|
$1534万
|
+$96.7万
|
1
|
4.23%
|
買い増し
|
|
