|
2001
|
Berger Financial Group
Plymouth,
Minnesota
|
$3602万
|
+$41.7万
|
7
|
6.49%
|
買い増し
|
|
|
2002
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$3601万
|
+$163万
|
9
|
16.57%
|
買い増し
|
|
|
2003
|
Van Strum & Towne
San Francisco,
California
|
$3597万
|
-$20.3万
|
5
|
14.17%
|
減少
|
|
|
2004
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$3592万
|
-$134万
|
7
|
5.87%
|
減少
|
|
|
2005
|
Essex Investment Management
Boston,
Massachusetts
|
$3587万
|
+$23.3万
|
7
|
4.4%
|
買い増し
|
|
|
2006
|
DSAM Partners
London,
United Kingdom
|
$3586万
|
-$6162万
|
2
|
20.32%
|
減少
|
|
|
2007
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$3580万
|
+$50.8万
|
9
|
3.39%
|
買い増し
|
|
|
2008
|
QV Investors
Calgary,
Alberta, Canada
|
$3570万
|
-$464万
|
3
|
2.7%
|
減少
|
|
|
2009
|
Kingdon Capital Management
New York
|
$3570万
|
-$3819万
|
3
|
4.34%
|
減少
|
|
|
2010
|
Capital City Trust
Tallahassee,
Florida
|
$3567万
|
-$103万
|
6
|
11.06%
|
減少
|
|
|
2011
|
|
$3562万
|
+$1420万
|
8
|
13.71%
|
買い増し
|
|
|
2012
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$3559万
|
-$124万
|
6
|
12.08%
|
減少
|
|
|
2013
|
Jupiter Wealth Management
Glendale,
Colorado
|
$3555万
|
+$61.2万
|
6
|
16.76%
|
買い増し
|
|
|
2014
|
Soundmark Wealth Management
Kirkland,
Washington
|
$3551万
|
-$105万
|
3
|
12.8%
|
減少
|
|
|
2015
|
W.H. Reaves & Co
Jersey City,
New Jersey
|
$3550万
|
+$415万
|
3
|
1.13%
|
買い増し
|
|
|
2016
|
Lakehouse Capital
Sydney NSW,
Australia
|
$3549万
|
+$221万
|
2
|
20.05%
|
買い増し
|
|
|
2017
|
Avory & Company
Miami,
Florida
|
$3548万
|
-$473万
|
2
|
21.92%
|
減少
|
|
|
2018
|
West Coast Financial
Santa Barbara,
California
|
$3537万
|
+$12.4万
|
4
|
5.69%
|
買い増し
|
|
|
2019
|
Lionstone Capital Management
New York
|
$3530万
|
$0
|
1
|
9.24%
|
維持
|
|
|
2020
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3528万
|
-$112万
|
10
|
2.31%
|
減少
|
|
|
2021
|
Caxton Associates (New York)
New York
|
$3527万
|
-$8852万
|
4
|
3.9%
|
減少
|
|
|
2022
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$3525万
|
+$83.4万
|
3
|
2.89%
|
買い増し
|
|
|
2023
|
|
$3516万
|
-$972万
|
8
|
1.49%
|
減少
|
|
|
2024
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$3514万
|
-$4.49万
|
6
|
6.77%
|
減少
|
|
|
2025
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$3514万
|
-$61.5万
|
6
|
7.61%
|
減少
|
|
