|
2001
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$94.1万
|
+$3,561
|
6
|
0.06%
|
買い増し
|
|
|
2002
|
Intesa Sanpaolo Wealth Management
Ville De Luxembourg,
|
$94.1万
|
+$57.7万
|
2
|
0.19%
|
買い増し
|
|
|
2003
|
KTF Investments
Seal Beach,
California
|
$94.1万
|
-$42.4万
|
1
|
0.1%
|
減少
|
|
|
2004
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$94万
|
-$12.9万
|
1
|
0.16%
|
減少
|
|
|
2005
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$93.8万
|
+$3.72万
|
2
|
0.21%
|
買い増し
|
|
|
2006
|
Archer Investment Corporation
Carmel,
Indiana
|
$93.5万
|
+$14.6万
|
4
|
0.18%
|
買い増し
|
|
|
2007
|
BCWM LLC
Overland Park,
Kansas
|
$93.5万
|
+$1.71万
|
1
|
0.27%
|
買い増し
|
|
|
2008
|
SNS Financial Group
Minneapolis,
Minnesota
|
$93.2万
|
+$109万
|
1
|
0.03%
|
新規
|
|
|
2009
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$93.2万
|
+$3.18万
|
1
|
0.32%
|
買い増し
|
|
|
2010
|
DV Trading
Chicago,
Illinois
|
$93.1万
|
+$70.2万
|
1
|
0.03%
|
買い増し
|
|
|
2011
|
Old Peak Finance
Chapel Hill,
North Carolina
|
$92.8万
|
-$4.58万
|
1
|
0.45%
|
減少
|
|
|
2012
|
Cura Wealth Advisors
Chicago,
Illinois
|
$92.5万
|
-$4.83万
|
1
|
0.39%
|
減少
|
|
|
2013
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$92.4万
|
-$16.7万
|
2
|
0.36%
|
減少
|
|
|
2014
|
Central Valley Advisors
Sacramento,
California
|
$92.4万
|
-$40万
|
1
|
0.24%
|
減少
|
|
|
2015
|
Pasadena Private Wealth
Pasadena,
California
|
$92.3万
|
+$4.46万
|
3
|
0.12%
|
買い増し
|
|
|
2016
|
Covestor
London,
United Kingdom
|
$92.3万
|
-$52.3万
|
17
|
0.53%
|
減少
|
|
|
2017
|
Intelligence Driven Advisers
Carlsbad,
California
|
$92万
|
-$3.84万
|
2
|
0.15%
|
減少
|
|
|
2018
|
Checchi Capital Advisers
Beverly Hills,
California
|
$91.7万
|
+$19.3万
|
2
|
0.04%
|
買い増し
|
|
|
2019
|
Black Diamond Financial
Towson,
Maryland
|
$91.6万
|
-$6.74万
|
1
|
0.08%
|
減少
|
|
|
2020
|
Abound Wealth Management
Franklin,
Tennessee
|
$91.5万
|
-$15.1万
|
3
|
0.18%
|
減少
|
|
|
2021
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$90.9万
|
+$2.1万
|
1
|
0.05%
|
買い増し
|
|
|
2022
|
Peterson Wealth Management
Sparks,
Nevada
|
$90.8万
|
+$100万
|
4
|
0.42%
|
買い増し
|
|
|
2023
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$90.7万
|
-$574万
|
2
|
0.01%
|
減少
|
|
|
2024
|
Koshinski Asset Management
Decatur,
Illinois
|
$90.6万
|
+$15万
|
2
|
0.05%
|
買い増し
|
|
|
2025
|
Old National Bancorp
Evansville,
Indiana
|
$90.6万
|
-$58.2万
|
1
|
0.02%
|
減少
|
|
