|
2001
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
$407万
|
+$9.15万
|
1
|
1.36%
|
買い増し
|
|
|
2002
|
Shelton Wealth Management
Fort Worth,
Texas
|
$407万
|
+$41.8万
|
2
|
1.6%
|
買い増し
|
|
|
2003
|
Advyzon Investment Management
Lisle,
Illinois
|
$407万
|
+$14万
|
3
|
0.3%
|
買い増し
|
|
|
2004
|
Bell Asset Management
Melbourne,
Australia
|
$407万
|
-$70.9万
|
1
|
1.09%
|
減少
|
|
|
2005
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$406万
|
+$75.9万
|
1
|
0.21%
|
買い増し
|
|
|
2006
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$406万
|
+$51.9万
|
2
|
1.5%
|
買い増し
|
|
|
2007
|
Eagle Strategies
New York
|
$406万
|
+$38.7万
|
2
|
0.4%
|
買い増し
|
|
|
2008
|
3Chopt Investment Partners
Richmond,
Virginia
|
$406万
|
+$40万
|
1
|
0.76%
|
買い増し
|
|
|
2009
|
Meteora Capital
Boca Raton,
Florida
|
$404万
|
+$583万
|
2
|
0.34%
|
買い増し
|
|
|
2010
|
Plancorp LLC
Saint Louis,
Missouri
|
$404万
|
+$44万
|
2
|
0.1%
|
買い増し
|
|
|
2011
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$404万
|
-$112万
|
2
|
0.17%
|
減少
|
|
|
2012
|
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
$403万
|
+$45.8万
|
1
|
0.86%
|
買い増し
|
|
|
2013
|
Fayez Sarofim & Co
Houston,
Texas
|
$402万
|
-$1,989
|
1
|
0.01%
|
減少
|
|
|
2014
|
Morling Financial Advisors
Fremont,
California
|
$402万
|
-$1,476
|
2
|
1.12%
|
減少
|
|
|
2015
|
Concord Wealth Partners
Abingdon,
Virginia
|
$402万
|
+$26.5万
|
5
|
0.46%
|
買い増し
|
|
|
2016
|
Prospect Financial Services
Melville,
New York
|
$402万
|
+$33.2万
|
4
|
2.03%
|
買い増し
|
|
|
2017
|
Nikulski Financial
Bettendorf,
Iowa
|
$402万
|
+$41.2万
|
1
|
0.87%
|
買い増し
|
|
|
2018
|
LRI Investments
Palm Beach Gardens,
Florida
|
$400万
|
+$71.9万
|
9
|
0.32%
|
買い増し
|
|
|
2019
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$399万
|
+$30万
|
2
|
2.12%
|
買い増し
|
|
|
2020
|
Sculptor Capital
New York
|
$398万
|
-$3718万
|
1
|
0.03%
|
減少
|
|
|
2021
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$397万
|
+$9.31万
|
3
|
0.15%
|
買い増し
|
|
|
2022
|
Philip James Wealth Mangement
Milton,
Georgia
|
$397万
|
-$2.91万
|
2
|
0.45%
|
減少
|
|
|
2023
|
Lighthouse Financial Services
Brea,
California
|
$396万
|
+$4,693
|
1
|
0.83%
|
買い増し
|
|
|
2024
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$396万
|
+$6.56万
|
1
|
0.98%
|
買い増し
|
|
|
2025
|
Huber Capital Management
El Segundo,
California
|
$396万
|
-$115万
|
1
|
0.58%
|
減少
|
|
