|
2001
|
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
$6492万
|
-$142万
|
2
|
7.1%
|
減少
|
|
|
2002
|
Personal CFO Solutions
Chester,
New Jersey
|
$6489万
|
+$12.5万
|
14
|
11.39%
|
買い増し
|
|
|
2003
|
Wellington Shields & Co
New York
|
$6482万
|
+$13.3万
|
9
|
16.91%
|
買い増し
|
|
|
2004
|
HWG Holdings
Houston,
Texas
|
$6477万
|
+$643万
|
4
|
16.42%
|
買い増し
|
|
|
2005
|
Two Seas Capital
Rye,
New York
|
$6451万
|
+$3194万
|
2
|
1.04%
|
買い増し
|
|
|
2006
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$6443万
|
+$140万
|
6
|
3.17%
|
買い増し
|
|
|
2007
|
Y-Intercept (HK)
Hong Kong
|
$6417万
|
+$805万
|
12
|
1.54%
|
買い増し
|
|
|
2008
|
Stenger Family Office
Naperville,
Illinois
|
$6413万
|
+$612万
|
5
|
13.14%
|
買い増し
|
|
|
2009
|
NTV Asset Management
Charleston,
West Virginia
|
$6408万
|
+$115万
|
10
|
6.99%
|
買い増し
|
|
|
2010
|
|
$6403万
|
+$101万
|
6
|
8.37%
|
買い増し
|
|
|
2011
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$6393万
|
-$85.6万
|
5
|
15.2%
|
減少
|
|
|
2012
|
FAS Wealth Partners
Leawood,
Kansas
|
$6380万
|
+$76.6万
|
8
|
4.32%
|
買い増し
|
|
|
2013
|
McDonough Capital Management
Orlando,
Florida
|
$6376万
|
+$30.2万
|
4
|
32.08%
|
買い増し
|
|
|
2014
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$6375万
|
+$138万
|
8
|
4.96%
|
買い増し
|
|
|
2015
|
Jessup Wealth Management
Dayton,
Ohio
|
$6369万
|
-$324万
|
5
|
23.72%
|
減少
|
|
|
2016
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$6364万
|
+$31.2万
|
7
|
6.25%
|
買い増し
|
|
|
2017
|
EFG Asset Management (Americas)
Miami,
Florida
|
$6350万
|
-$364万
|
5
|
10.96%
|
減少
|
|
|
2018
|
Shellback Capital
Boston,
Massachusetts
|
$6343万
|
+$1398万
|
3
|
4.02%
|
買い増し
|
|
|
2019
|
Capital City Trust
Tallahassee,
Florida
|
$6337万
|
-$125万
|
6
|
15.5%
|
減少
|
|
|
2020
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$6334万
|
-$25.9万
|
11
|
7.66%
|
減少
|
|
|
2021
|
Maytus Capital Management
New York
|
$6331万
|
-$2264万
|
9
|
13.58%
|
減少
|
|
|
2022
|
Saudi Central Bank
Riyadh,
Saudi Arabia
|
$6325万
|
+$6,934
|
5
|
2.4%
|
買い増し
|
|
|
2023
|
Mengis Capital Management
Portland,
Oregon
|
$6315万
|
-$41.3万
|
6
|
12.42%
|
減少
|
|
|
2024
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$6312万
|
+$4121万
|
9
|
0.84%
|
買い増し
|
|
|
2025
|
Adapt Investment Managers
Geneva,
Switzerland
|
$6309万
|
-$1726万
|
3
|
0.59%
|
減少
|
|
