|
2001
|
Premier Fund Managers
Guildford,
United Kingdom
|
$4148万
|
+$576万
|
4
|
1.79%
|
買い増し
|
|
|
2002
|
Capital City Trust
Tallahassee,
Florida
|
$4147万
|
+$1,427
|
6
|
12.33%
|
買い増し
|
|
|
2003
|
Soditic Asset Management
Tonbridge,
United Kingdom
|
$4143万
|
-$156万
|
2
|
30.09%
|
減少
|
|
|
2004
|
Wellington Shields & Co
New York
|
$4140万
|
-$88.9万
|
6
|
15.27%
|
減少
|
|
|
2005
|
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
$4139万
|
-$789万
|
2
|
10.4%
|
減少
|
|
|
2006
|
Goldstream Capital Management
Central,
Hong Kong
|
$4138万
|
+$1041万
|
3
|
27.53%
|
買い増し
|
|
|
2007
|
Merriman Wealth Management
Seattle,
Washington
|
$4137万
|
+$3.53万
|
6
|
2.01%
|
買い増し
|
|
|
2008
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$4134万
|
+$1390万
|
5
|
5.88%
|
買い増し
|
|
|
2009
|
Centaurus Financial
Anaheim,
California
|
$4128万
|
+$299万
|
15
|
3.14%
|
買い増し
|
|
|
2010
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$4119万
|
+$24.2万
|
19
|
2.25%
|
買い増し
|
|
|
2011
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$4119万
|
-$215万
|
5
|
4.29%
|
減少
|
|
|
2012
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$4114万
|
+$2704万
|
3
|
1.88%
|
買い増し
|
|
|
2013
|
Georgetown University
Washington,
District of Columbia
|
$4102万
|
+$2,847
|
4
|
14.03%
|
買い増し
|
|
|
2014
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$4101万
|
-$84.3万
|
12
|
13.75%
|
減少
|
|
|
2015
|
Ghisallo Capital Management
Boston,
Massachusetts
|
$4097万
|
+$517万
|
2
|
4.24%
|
買い増し
|
|
|
2016
|
Simon Quick Advisors
Morristown,
New Jersey
|
$4090万
|
-$98万
|
6
|
3.62%
|
減少
|
|
|
2017
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$4085万
|
-$64.2万
|
7
|
6.76%
|
減少
|
|
|
2018
|
Meridian Wealth Advisors
Austin,
Texas
|
$4079万
|
-$4.86万
|
6
|
8.93%
|
減少
|
|
|
2019
|
Edgar Lomax Company
Kingstowne,
Virginia
|
$4078万
|
-$151万
|
1
|
2.67%
|
減少
|
|
|
2020
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$4068万
|
-$37.9万
|
5
|
5.81%
|
減少
|
|
|
2021
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$4067万
|
-$201万
|
6
|
2.32%
|
減少
|
|
|
2022
|
Marietta Wealth Management
Marietta,
Georgia
|
$4066万
|
+$70.6万
|
4
|
7.24%
|
買い増し
|
|
|
2023
|
Jamison Private Wealth Management
Milton,
Georgia
|
$4066万
|
+$1.31万
|
13
|
7.61%
|
買い増し
|
|
|
2024
|
Van Strum & Towne
San Francisco,
California
|
$4064万
|
-$154万
|
5
|
15.93%
|
減少
|
|
|
2025
|
Cadinha & Co
Honolulu,
Hawaii
|
$4062万
|
+$2026万
|
4
|
6.48%
|
買い増し
|
|
