|
2001
|
Manchester Capital Management
Manchester,
Vermont
|
$2983万
|
+$56.8万
|
15
|
4.62%
|
買い増し
|
|
|
2002
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$2982万
|
+$33.8万
|
4
|
13.91%
|
買い増し
|
|
|
2003
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$2976万
|
-$20.9万
|
5
|
9.21%
|
減少
|
|
|
2004
|
Constitution Capital
Shelton,
Connecticut
|
$2975万
|
+$2884万
|
3
|
21.15%
|
新規
|
|
|
2005
|
Hamilton Wealth
Encino,
California
|
$2972万
|
+$144万
|
5
|
15.23%
|
買い増し
|
|
|
2006
|
Stratos Investment Management
Beachwood,
Ohio
|
$2971万
|
-$134万
|
5
|
9.34%
|
減少
|
|
|
2007
|
Magnus Financial Group
New York
|
$2970万
|
-$385万
|
7
|
2.95%
|
減少
|
|
|
2008
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$2961万
|
-$4.08万
|
5
|
14.32%
|
減少
|
|
|
2009
|
|
$2953万
|
+$3.11万
|
4
|
8.77%
|
買い増し
|
|
|
2010
|
Frank Rimerman Advisors
Palo Alto,
California
|
$2951万
|
+$2841万
|
4
|
13.37%
|
新規
|
|
|
2011
|
M. Kraus & Co
Shelburne,
Vermont
|
$2950万
|
+$45.9万
|
3
|
12.31%
|
買い増し
|
|
|
2012
|
Redwood Investments
Boston,
Massachusetts
|
$2948万
|
-$2921万
|
5
|
2.51%
|
減少
|
|
|
2013
|
Trybe Capital Management
Greenwich,
Connecticut
|
$2945万
|
+$2850万
|
3
|
21.69%
|
新規
|
|
|
2014
|
Bray Capital Advisors
Naples,
Florida
|
$2943万
|
+$12.1万
|
8
|
8.54%
|
買い増し
|
|
|
2015
|
Hutchinson Capital Management
San Rafael,
California
|
$2940万
|
-$76.3万
|
5
|
7.65%
|
減少
|
|
|
2016
|
Brightworth
Atlanta,
Georgia
|
$2933万
|
+$94.7万
|
5
|
2.91%
|
買い増し
|
|
|
2017
|
Fairfax Financial Holdings
Toronto,
Ontario, Canada
|
$2929万
|
+$505万
|
1
|
1.3%
|
買い増し
|
|
|
2018
|
Portfolio Strategies
Monsey,
New York
|
$2924万
|
-$211万
|
5
|
5.72%
|
減少
|
|
|
2019
|
Chapman Investment Management
San Anselmo,
California
|
$2921万
|
+$54.4万
|
3
|
19%
|
買い増し
|
|
|
2020
|
Rikoon Group
Santa Fe,
New Mexico
|
$2920万
|
-$4.01万
|
8
|
8.15%
|
減少
|
|
|
2021
|
Avidian Wealth Enterprises
Houston,
Texas
|
$2917万
|
+$3,408
|
7
|
2.77%
|
買い増し
|
|
|
2022
|
Van Strum & Towne
San Francisco,
California
|
$2913万
|
-$73.8万
|
6
|
16.2%
|
減少
|
|
|
2023
|
Trust Asset Management
Houston,
Texas
|
$2909万
|
+$643万
|
6
|
4.42%
|
買い増し
|
|
|
2024
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$2908万
|
+$2.97万
|
7
|
8.26%
|
買い増し
|
|
|
2025
|
|
$2903万
|
-$648万
|
5
|
9.33%
|
減少
|
|
