|
2001
|
Orion Capital Management
Coronado,
California
|
$99.1万
|
-$6.81万
|
2
|
0.34%
|
減少
|
|
|
2002
|
Magnus Financial Group
New York
|
$99万
|
+$1.75万
|
1
|
0.08%
|
買い増し
|
|
|
2003
|
Evanson Asset Management
Carmel,
California
|
$99万
|
+$17.4万
|
2
|
0.06%
|
買い増し
|
|
|
2004
|
Draper Asset Management
Smithtown,
New York
|
$98.9万
|
+$1.16万
|
1
|
0.59%
|
買い増し
|
|
|
2005
|
Flossbach Von Storch
Cologne,
Germany
|
$98.9万
|
+$91.7万
|
1
|
0%
|
新規
|
|
|
2006
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$98.6万
|
$0
|
1
|
0.13%
|
維持
|
|
|
2007
|
Manske Wealth Management
Houston,
Texas
|
$98.4万
|
-$4.45万
|
1
|
0.3%
|
減少
|
|
|
2008
|
First National Corp
Rockland,
Massachusetts
|
$98.4万
|
-$2.43万
|
1
|
0.19%
|
減少
|
|
|
2009
|
Laidlaw Wealth Management
New York City,
New York
|
$98.4万
|
+$7,579
|
2
|
2.34%
|
買い増し
|
|
|
2010
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$98.3万
|
$0
|
1
|
0.44%
|
維持
|
|
|
2011
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$98.1万
|
+$4.58万
|
1
|
0.05%
|
買い増し
|
|
|
2012
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$97.9万
|
$0
|
1
|
0.14%
|
維持
|
|
|
2013
|
Abacus Planning Group
Columbia,
South Carolina
|
$97.8万
|
-$1,832
|
1
|
0.13%
|
減少
|
|
|
2014
|
Kendall Capital Management
Rockville,
Maryland
|
$97.7万
|
+$1.57万
|
1
|
0.22%
|
買い増し
|
|
|
2015
|
Vista Investment Partners II
Richmond,
Indiana
|
$97.7万
|
-$1.31万
|
1
|
0.46%
|
減少
|
|
|
2016
|
Investment Advisory Services
The Woodlands,
Texas
|
$97.7万
|
-$6.83万
|
1
|
0.31%
|
減少
|
|
|
2017
|
City Holding Co
Charleston,
West Virginia
|
$97.7万
|
-$3.85万
|
1
|
0.12%
|
減少
|
|
|
2018
|
Titleist Asset Management
San Antonio,
Texas
|
$97.6万
|
-$16.3万
|
1
|
0.09%
|
減少
|
|
|
2019
|
Gilbert & Cook
West Des Moines,
Iowa
|
$97.3万
|
+$2.85万
|
1
|
0.13%
|
買い増し
|
|
|
2020
|
Navis Wealth Advisors
Rye Brook,
New York
|
$97.3万
|
+$11.9万
|
1
|
0.73%
|
買い増し
|
|
|
2021
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$97.2万
|
-$3.8万
|
1
|
0.07%
|
減少
|
|
|
2022
|
Port Capital
Chicago,
Illinois
|
$97.1万
|
$0
|
1
|
0.04%
|
維持
|
|
|
2023
|
LRI Investments
Palm Beach Gardens,
Florida
|
$96.9万
|
-$22.1万
|
3
|
0.08%
|
減少
|
|
|
2024
|
First Command Advisory Services
Fort Worth,
Texas
|
$96.6万
|
-$2.02万
|
1
|
0.01%
|
減少
|
|
|
2025
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$96.4万
|
+$42.1万
|
1
|
0.23%
|
買い増し
|
|
