|
2001
|
ALPS Advisors
Denver,
Colorado
|
$370万
|
+$12.2万
|
6
|
0.03%
|
買い増し
|
|
|
2002
|
Vantage Investment Partners
Kansas City,
Missouri
|
$370万
|
+$5.16万
|
2
|
1.08%
|
買い増し
|
|
|
2003
|
Longer Investments
Fayetteville,
Arkansas
|
$368万
|
-$14万
|
2
|
2.78%
|
減少
|
|
|
2004
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$368万
|
+$2,428
|
1
|
0.49%
|
買い増し
|
|
|
2005
|
IberiaBank
Lafayette,
Louisiana
|
$367万
|
+$40.2万
|
4
|
2.05%
|
買い増し
|
|
|
2006
|
Camelot Portfolios
Maumee,
Ohio
|
$366万
|
+$102万
|
4
|
2.36%
|
買い増し
|
|
|
2007
|
Accredited Investors
Edina,
Minnesota
|
$365万
|
+$5.22万
|
4
|
1.19%
|
買い増し
|
|
|
2008
|
|
$365万
|
-$192万
|
1
|
1.77%
|
減少
|
|
|
2009
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$365万
|
-$32万
|
3
|
1.55%
|
減少
|
|
|
2010
|
Bank of Stockton
Stockton,
California
|
$364万
|
-$13.5万
|
4
|
2.08%
|
減少
|
|
|
2011
|
Reliant Investment Management
Memphis,
Tennessee
|
$364万
|
-$22.3万
|
2
|
3.32%
|
減少
|
|
|
2012
|
SVA Wealth Management
Madison,
Wisconsin
|
$363万
|
+$8.77万
|
4
|
1.55%
|
買い増し
|
|
|
2013
|
Pring Turner Capital Group
Alamo,
California
|
$363万
|
-$1.51万
|
1
|
3.14%
|
減少
|
|
|
2014
|
IFC Holdings
Tampa,
Florida
|
$363万
|
+$67.4万
|
5
|
0.66%
|
買い増し
|
|
|
2015
|
Cypress Asset Management
Houston,
Texas
|
$362万
|
-$26.5万
|
3
|
0.62%
|
減少
|
|
|
2016
|
Point View Wealth Management
Summit,
New Jersey
|
$362万
|
+$1.39万
|
3
|
3.13%
|
買い増し
|
|
|
2017
|
Lakeshore Capital
Birmingham,
Alabama
|
$360万
|
+$3.44万
|
1
|
3.38%
|
買い増し
|
|
|
2018
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$358万
|
+$32.9万
|
4
|
4.33%
|
買い増し
|
|
|
2019
|
Edge Wealth Management
New York
|
$358万
|
+$24.8万
|
5
|
1.49%
|
買い増し
|
|
|
2020
|
SFE Investment Counsel
Los Angeles,
California
|
$358万
|
-$12.9万
|
3
|
1.46%
|
減少
|
|
|
2021
|
Constellation Wealth Advisors
New York
|
$357万
|
-$3137万
|
3
|
0.4%
|
減少
|
|
|
2022
|
Prospera Financial Services
Dallas,
Texas
|
$357万
|
+$85.1万
|
4
|
0.96%
|
買い増し
|
|
|
2023
|
|
$356万
|
+$307万
|
1
|
2.58%
|
新規
|
|
|
2024
|
Buffington Mohr McNeal
Boise,
Idaho
|
$356万
|
-$3.04万
|
2
|
1.97%
|
減少
|
|
|
2025
|
Field & Main Bank
Henderson,
Kentucky
|
$355万
|
-$7.78万
|
4
|
3.31%
|
減少
|
|