|
2001
|
|
$62.5万
|
$0
|
3
|
0%
|
維持
|
|
|
2002
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$62.4万
|
-$7.09万
|
1
|
0.17%
|
減少
|
|
|
2003
|
Capital International
Los Angeles,
California
|
$62.3万
|
+$2.92万
|
1
|
0.02%
|
買い増し
|
|
|
2004
|
Archford Capital Strategies
Swansea,
Illinois
|
$62.1万
|
+$325
|
2
|
0.06%
|
買い増し
|
|
|
2005
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$62.1万
|
+$3.25万
|
2
|
0.25%
|
買い増し
|
|
|
2006
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
$62万
|
-$2.24万
|
1
|
0.05%
|
減少
|
|
|
2007
|
Clark Financial Services Group
Chesterfield,
Missouri
|
$61.9万
|
+$9.14万
|
2
|
0.29%
|
買い増し
|
|
|
2008
|
Little House Capital
Braintree,
Massachusetts
|
$61.8万
|
+$6.9万
|
1
|
0.14%
|
買い増し
|
|
|
2009
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$61.4万
|
+$46.2万
|
1
|
0.12%
|
買い増し
|
|
|
2010
|
ARWA LLC
Fort Worth,
Texas
|
$60.8万
|
+$26万
|
1
|
0.25%
|
買い増し
|
|
|
2011
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$60.7万
|
$0
|
2
|
0.04%
|
維持
|
|
|
2012
|
Advisory Alpha
Holland,
Michigan
|
$60.5万
|
+$30.3万
|
2
|
0.01%
|
買い増し
|
|
|
2013
|
FLC Capital Advisors
Palm Desert,
California
|
$60.4万
|
$0
|
1
|
0.1%
|
維持
|
|
|
2014
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$60.4万
|
$0
|
2
|
0.01%
|
維持
|
|
|
2015
|
Sentry LLC
Memphis,
Tennessee
|
$60.3万
|
+$19.3万
|
2
|
0.17%
|
買い増し
|
|
|
2016
|
Vertrix Wealth Management
Troy,
Michigan
|
$60.1万
|
+$6.13万
|
1
|
0.2%
|
買い増し
|
|
|
2017
|
Inspire Advisors
Meridian,
Idaho
|
$59.9万
|
+$45.4万
|
2
|
0.04%
|
買い増し
|
|
|
2018
|
Verity Asset Management
Durham,
North Carolina
|
$59.8万
|
+$66.9万
|
2
|
0.23%
|
新規
|
|
|
2019
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$59.7万
|
-$502
|
1
|
0.08%
|
減少
|
|
|
2020
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$59.4万
|
-$1.07万
|
2
|
0.01%
|
減少
|
|
|
2021
|
Munich Reinsurance
Munich,
|
$59.4万
|
-$91万
|
1
|
0.01%
|
減少
|
|
|
2022
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$59.3万
|
+$1.87万
|
2
|
0.51%
|
買い増し
|
|
|
2023
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$59.2万
|
+$6.19万
|
2
|
0.07%
|
買い増し
|
|
|
2024
|
First Financial Corp
Terre Haute,
Indiana
|
$59万
|
+$6,504
|
1
|
0.2%
|
買い増し
|
|
|
2025
|
TFB Advisors
Overland Park,
Kansas
|
$58.8万
|
+$4.66万
|
1
|
0.26%
|
買い増し
|
|