|
2001
|
Court Place Advisors
Ellicott City,
Maryland
|
$1684万
|
-$4.39万
|
5
|
6.8%
|
減少
|
|
|
2002
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$1683万
|
+$15.9万
|
4
|
11.38%
|
買い増し
|
|
|
2003
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$1681万
|
-$200万
|
8
|
6.02%
|
減少
|
|
|
2004
|
Argus Investors Counsel
New York
|
$1680万
|
-$61.8万
|
4
|
8.04%
|
減少
|
|
|
2005
|
|
$1678万
|
+$13万
|
4
|
6.17%
|
買い増し
|
|
|
2006
|
Wellington Shields & Co
New York
|
$1677万
|
+$49.7万
|
7
|
8.54%
|
買い増し
|
|
|
2007
|
Rice Partnership
Honolulu,
Hawaii
|
$1677万
|
+$25.7万
|
4
|
12.14%
|
買い増し
|
|
|
2008
|
NTV Asset Management
Charleston,
West Virginia
|
$1674万
|
-$3.97万
|
7
|
4.78%
|
減少
|
|
|
2009
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$1671万
|
+$30万
|
6
|
3.51%
|
買い増し
|
|
|
2010
|
Flossbach von Storch AG Zurich
Zurich,
Switzerland
|
$1671万
|
-$795万
|
4
|
20.38%
|
減少
|
|
|
2011
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$1671万
|
+$37.6万
|
6
|
5.94%
|
買い増し
|
|
|
2012
|
IndexIQ Advisors
New York
|
$1671万
|
+$316万
|
5
|
0.49%
|
買い増し
|
|
|
2013
|
Oaktop Capital Management II
Chatham,
New Jersey
|
$1670万
|
$0
|
1
|
3.49%
|
維持
|
|
|
2014
|
|
$1668万
|
+$442万
|
3
|
6.04%
|
買い増し
|
|
|
2015
|
Signet Financial Management
Parsippany,
New Jersey
|
$1666万
|
-$113万
|
7
|
3.26%
|
減少
|
|
|
2016
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$1665万
|
+$91万
|
6
|
7.31%
|
買い増し
|
|
|
2017
|
Lucha Capital Management
San Francisco,
California
|
$1663万
|
+$1573万
|
1
|
4.6%
|
新規
|
|
|
2018
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$1662万
|
+$2.6万
|
5
|
17.05%
|
買い増し
|
|
|
2019
|
Global Financial Private Capital
Sarasota,
Florida
|
$1661万
|
-$65万
|
7
|
0.79%
|
減少
|
|
|
2020
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1661万
|
+$15.9万
|
9
|
1.69%
|
買い増し
|
|
|
2021
|
Corrado Advisors
Ramsey,
New Jersey
|
$1655万
|
+$181万
|
4
|
15.17%
|
買い増し
|
|
|
2022
|
Altium Wealth Management
Purchase,
New York
|
$1654万
|
+$85.6万
|
6
|
2.64%
|
買い増し
|
|
|
2023
|
Brightworth
Atlanta,
Georgia
|
$1653万
|
+$15.2万
|
5
|
3.46%
|
買い増し
|
|
|
2024
|
|
$1651万
|
+$172万
|
1
|
9%
|
買い増し
|
|
|
2025
|
SFMG Wealth Advisors
Plano,
Texas
|
$1650万
|
-$168万
|
7
|
2.38%
|
減少
|
|
