|
2001
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$3196万
|
+$168万
|
7
|
5.59%
|
買い増し
|
|
|
2002
|
|
$3187万
|
-$25.1万
|
4
|
9.17%
|
減少
|
|
|
2003
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$3182万
|
-$21万
|
9
|
10.29%
|
減少
|
|
|
2004
|
Granger Management
New York
|
$3180万
|
+$10.6万
|
4
|
4.91%
|
買い増し
|
|
|
2005
|
Scott & Selber Inc
Houston,
Texas
|
$3179万
|
-$215万
|
4
|
13.01%
|
減少
|
|
|
2006
|
Riverstone Advisors
New Braunfels,
Texas
|
$3178万
|
-$225万
|
2
|
16.61%
|
減少
|
|
|
2007
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$3174万
|
+$51.1万
|
5
|
14.25%
|
買い増し
|
|
|
2008
|
WESPAC Advisors SoCal
Pasadena,
California
|
$3170万
|
+$6.14万
|
3
|
12.43%
|
買い増し
|
|
|
2009
|
Ritholtz Wealth Management
New York
|
$3167万
|
+$585万
|
7
|
2.64%
|
買い増し
|
|
|
2010
|
Minot Wealth Management
Westwood,
Massachusetts
|
$3166万
|
+$210万
|
7
|
8.08%
|
買い増し
|
|
|
2011
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$3165万
|
+$231万
|
7
|
9.1%
|
買い増し
|
|
|
2012
|
|
$3165万
|
-$106万
|
5
|
9.92%
|
減少
|
|
|
2013
|
Bray Capital Advisors
Naples,
Florida
|
$3164万
|
+$76.1万
|
6
|
8.71%
|
買い増し
|
|
|
2014
|
Van Strum & Towne
San Francisco,
California
|
$3163万
|
-$27.7万
|
5
|
15.97%
|
減少
|
|
|
2015
|
HCR Wealth Advisors
Los Angeles,
California
|
$3159万
|
-$902万
|
7
|
6.25%
|
減少
|
|
|
2016
|
Stonnington Group
Pasadena,
California
|
$3157万
|
+$3059万
|
7
|
7.65%
|
新規
|
|
|
2017
|
Vicus Capital
State College,
Pennsylvania
|
$3157万
|
-$14.6万
|
7
|
3.76%
|
減少
|
|
|
2018
|
QV Investors
Calgary,
Alberta, Canada
|
$3157万
|
-$130万
|
2
|
1.94%
|
減少
|
|
|
2019
|
Premier Fund Managers
Guildford,
United Kingdom
|
$3155万
|
-$656万
|
3
|
1.22%
|
減少
|
|
|
2020
|
Hutchinson Capital Management
San Rafael,
California
|
$3152万
|
-$89.4万
|
5
|
7.87%
|
減少
|
|
|
2021
|
Freedom Investment Management
Hartford,
Connecticut
|
$3151万
|
+$537万
|
13
|
2.45%
|
買い増し
|
|
|
2022
|
Consolidated Capital Management
Burbank,
California
|
$3146万
|
-$594万
|
3
|
15.69%
|
減少
|
|
|
2023
|
Camden National Bank
Camden,
Maine
|
$3146万
|
+$349万
|
7
|
6.27%
|
買い増し
|
|
|
2024
|
Camden National Corporation
Camden,
Maine
|
$3146万
|
+$3127万
|
7
|
6.27%
|
新規
|
|
|
2025
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$3146万
|
-$34.9万
|
5
|
14.17%
|
減少
|
|
