|
2001
|
Riverstone Advisors
New Braunfels,
Texas
|
$3808万
|
-$500万
|
4
|
19.54%
|
減少
|
|
|
2002
|
Principal Street Partners
Memphis,
Tennessee
|
$3808万
|
+$69.3万
|
8
|
8.73%
|
買い増し
|
|
|
2003
|
Verity & Verity
Beaufort,
South Carolina
|
$3804万
|
+$269万
|
5
|
5.27%
|
買い増し
|
|
|
2004
|
Consolidated Capital Management
Burbank,
California
|
$3803万
|
-$15.1万
|
3
|
17.21%
|
減少
|
|
|
2005
|
United Services Automobile Association
San Antonio,
Texas
|
$3797万
|
-$3695万
|
3
|
0.71%
|
減少
|
|
|
2006
|
Pursue Wealth Partners
Clayton,
California
|
$3797万
|
+$538万
|
14
|
15.69%
|
買い増し
|
|
|
2007
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$3791万
|
-$51.3万
|
9
|
8.09%
|
減少
|
|
|
2008
|
Teewinot Capital Advisers
New York
|
$3790万
|
$0
|
3
|
11.13%
|
維持
|
|
|
2009
|
Bensler
Bellevue,
Washington
|
$3790万
|
+$1214万
|
4
|
7.97%
|
買い増し
|
|
|
2010
|
Zuckerman Investment Group
Chicago,
Illinois
|
$3786万
|
+$51.6万
|
6
|
6.1%
|
買い増し
|
|
|
2011
|
NorthRock Partners
Minneapolis,
Minnesota
|
$3784万
|
-$118万
|
6
|
3.4%
|
減少
|
|
|
2012
|
|
$3781万
|
-$1894万
|
1
|
4.37%
|
減少
|
|
|
2013
|
Westwood Wealth Management
Los Angeles,
California
|
$3780万
|
-$3855万
|
5
|
14.68%
|
減少
|
|
|
2014
|
Knuff & Co
Foster City,
California
|
$3766万
|
-$209万
|
7
|
13.66%
|
減少
|
|
|
2015
|
Hodges Capital Management
Dallas,
Texas
|
$3764万
|
+$494万
|
6
|
2.99%
|
買い増し
|
|
|
2016
|
Port Capital
Chicago,
Illinois
|
$3756万
|
+$791万
|
5
|
2.6%
|
買い増し
|
|
|
2017
|
Titleist Capital
San Antonio,
Texas
|
$3754万
|
+$583万
|
7
|
7.45%
|
買い増し
|
|
|
2018
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$3745万
|
+$336万
|
5
|
4.33%
|
買い増し
|
|
|
2019
|
Towle & Co
Denver,
Colorado
|
$3744万
|
-$266万
|
1
|
4.79%
|
減少
|
|
|
2020
|
West Coast Financial
Santa Barbara,
California
|
$3741万
|
+$15.6万
|
5
|
5.75%
|
買い増し
|
|
|
2021
|
Redwood Investments
Boston,
Massachusetts
|
$3737万
|
+$428万
|
5
|
3.54%
|
買い増し
|
|
|
2022
|
Capital City Trust
Tallahassee,
Florida
|
$3708万
|
-$721
|
6
|
10.71%
|
減少
|
|
|
2023
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$3693万
|
+$50.4万
|
6
|
8.44%
|
買い増し
|
|
|
2024
|
Perennial Investment Advisors
Los Angeles,
California
|
$3690万
|
-$184万
|
8
|
11.67%
|
減少
|
|
|
2025
|
Van Strum & Towne
San Francisco,
California
|
$3690万
|
-$30.2万
|
5
|
13.81%
|
減少
|
|
