|
2001
|
Private Management Group
Irvine,
California
|
$5737万
|
+$803万
|
7
|
1.86%
|
買い増し
|
|
|
2002
|
Mengis Capital Management
Portland,
Oregon
|
$5724万
|
-$388万
|
6
|
12.16%
|
減少
|
|
|
2003
|
McDonough Capital Management
Orlando,
Florida
|
$5723万
|
+$117万
|
3
|
32.07%
|
買い増し
|
|
|
2004
|
Everhart Financial Group
Dublin,
Ohio
|
$5723万
|
+$259万
|
8
|
6.61%
|
買い増し
|
|
|
2005
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$5719万
|
-$309万
|
9
|
15.64%
|
減少
|
|
|
2006
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$5718万
|
+$545万
|
5
|
14.11%
|
買い増し
|
|
|
2007
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$5711万
|
+$14.9万
|
6
|
11.39%
|
買い増し
|
|
|
2008
|
Parsifal Capital Management
Greenwich,
Connecticut
|
$5708万
|
+$492万
|
1
|
4.84%
|
買い増し
|
|
|
2009
|
Capital City Trust
Tallahassee,
Florida
|
$5706万
|
-$138万
|
6
|
14.8%
|
減少
|
|
|
2010
|
Symmetry Investments
St Helier,
Jersey
|
$5704万
|
+$524万
|
5
|
3.94%
|
買い増し
|
|
|
2011
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$5695万
|
+$144万
|
6
|
4.85%
|
買い増し
|
|
|
2012
|
Montag & Caldwell
Atlanta,
Georgia
|
$5692万
|
-$825万
|
6
|
12.46%
|
減少
|
|
|
2013
|
East Coast Asset Management
Essex,
Massachusetts
|
$5692万
|
-$144万
|
5
|
18.88%
|
減少
|
|
|
2014
|
Aspiriant LLC
Los Angeles,
California
|
$5690万
|
-$119万
|
7
|
1.81%
|
減少
|
|
|
2015
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$5675万
|
$0
|
4
|
10.08%
|
維持
|
|
|
2016
|
NTV Asset Management
Charleston,
West Virginia
|
$5674万
|
+$61.4万
|
9
|
6.78%
|
買い増し
|
|
|
2017
|
|
$5672万
|
-$5780万
|
4
|
2.94%
|
減少
|
|
|
2018
|
Arjuna Capital
Durham,
North Carolina
|
$5667万
|
-$158万
|
7
|
14.94%
|
減少
|
|
|
2019
|
FAS Wealth Partners
Leawood,
Kansas
|
$5665万
|
+$243万
|
8
|
4.19%
|
買い増し
|
|
|
2020
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$5664万
|
+$23.7万
|
8
|
11.82%
|
買い増し
|
|
|
2021
|
Guardian Partners
Toronto,
Canada
|
$5663万
|
+$6.88万
|
5
|
5.09%
|
買い増し
|
|
|
2022
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$5662万
|
+$124万
|
8
|
10.53%
|
買い増し
|
|
|
2023
|
FWL Investment Management
Dallas,
Texas
|
$5654万
|
+$19万
|
8
|
17.3%
|
買い増し
|
|
|
2024
|
Jamison Private Wealth Management
Milton,
Georgia
|
$5653万
|
+$45.7万
|
6
|
8.12%
|
買い増し
|
|
|
2025
|
Stonebridge Capital Management
Los Angeles,
California
|
$5648万
|
-$2.17万
|
6
|
22.09%
|
減少
|
|
