|
2001
|
Manhattan West Asset Management
Los Angeles,
California
|
$60.5万
|
+$1.3万
|
1
|
0.1%
|
買い増し
|
|
|
2002
|
Garde Capital
Seattle,
Washington
|
$60.5万
|
+$3.69万
|
1
|
0.03%
|
買い増し
|
|
|
2003
|
JGP Wealth Management
Bend,
Oregon
|
$60.4万
|
+$2.11万
|
1
|
0.05%
|
買い増し
|
|
|
2004
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$60.1万
|
+$8,927
|
1
|
0.12%
|
買い増し
|
|
|
2005
|
|
$60万
|
$0
|
1
|
0.19%
|
維持
|
|
|
2006
|
Valmark Advisers
Akron,
Ohio
|
$60万
|
-$1,602
|
1
|
0.01%
|
減少
|
|
|
2007
|
Clarity Financial
Houston,
Texas
|
$59.8万
|
-$2421万
|
1
|
0.05%
|
減少
|
|
|
2008
|
WBH Advisory
Baltimore,
Maryland
|
$59.7万
|
$0
|
1
|
0.04%
|
維持
|
|
|
2009
|
WNY Asset Management
Williamsville,
New York
|
$59.7万
|
+$1.08万
|
1
|
0.05%
|
買い増し
|
|
|
2010
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$59.7万
|
-$5.2万
|
1
|
0.11%
|
減少
|
|
|
2011
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$59.5万
|
+$7,554
|
1
|
0.09%
|
買い増し
|
|
|
2012
|
1900 Wealth Management
San Antonio,
Texas
|
$59.2万
|
+$39.7万
|
1
|
0.03%
|
新規
|
|
|
2013
|
Northbridge Financial Group
Tampa,
Florida
|
$59.2万
|
+$39.7万
|
1
|
0.23%
|
新規
|
|
|
2014
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$59.1万
|
-$1.56万
|
1
|
0.2%
|
減少
|
|
|
2015
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$59万
|
-$5.93万
|
1
|
0.22%
|
減少
|
|
|
2016
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$59万
|
+$4,120
|
1
|
0.11%
|
買い増し
|
|
|
2017
|
Precedent Wealth Partners
Houston,
Texas
|
$59万
|
+$39.6万
|
1
|
0.1%
|
新規
|
|
|
2018
|
3Chopt Investment Partners
Richmond,
Virginia
|
$58.7万
|
+$39.4万
|
1
|
0.11%
|
新規
|
|
|
2019
|
Ellsworth Advisors
Hudson,
Ohio
|
$58.6万
|
$0
|
1
|
0.1%
|
維持
|
|
|
2020
|
Green Ridge Wealth Planning
Montville,
New Jersey
|
$58.6万
|
+$229
|
1
|
0.25%
|
買い増し
|
|
|
2021
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$58.6万
|
+$39.3万
|
1
|
0.17%
|
新規
|
|
|
2022
|
Nadler Financial Group
Deerfield,
Illinois
|
$58.6万
|
-$4,120
|
1
|
0.05%
|
減少
|
|
|
2023
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$58.4万
|
-$1.97万
|
1
|
0.11%
|
減少
|
|
|
2024
|
Bay Rivers Group
Williamsburg,
Virginia
|
$58.1万
|
-$5.38万
|
1
|
0.2%
|
減少
|
|
|
2025
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$58.1万
|
-$2.72万
|
1
|
0.16%
|
減少
|
|
