|
2001
|
Goldstein Advisors
Madison,
Wisconsin
|
$159万
|
-$20.5万
|
1
|
0.15%
|
減少
|
|
|
2002
|
Diamant Asset Management
Ridgefield,
Connecticut
|
$159万
|
-$112万
|
2
|
1.08%
|
減少
|
|
|
2003
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$159万
|
-$101万
|
2
|
0.49%
|
減少
|
|
|
2004
|
Left Brain Wealth Management
Naperville,
Illinois
|
$159万
|
-$149万
|
1
|
0.48%
|
減少
|
|
|
2005
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$159万
|
-$73.2万
|
4
|
0.43%
|
減少
|
|
|
2006
|
Carlson Financial
Canby,
Oregon
|
$157万
|
-$1.06万
|
1
|
0.8%
|
減少
|
|
|
2007
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$157万
|
-$23.3万
|
5
|
0.32%
|
減少
|
|
|
2008
|
Venturi Wealth Management
Austin,
Texas
|
$157万
|
-$34.1万
|
3
|
0.06%
|
減少
|
|
|
2009
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$157万
|
-$1.9万
|
2
|
0.32%
|
減少
|
|
|
2010
|
Old Port Advisors
Portland,
Maine
|
$156万
|
-$122万
|
2
|
0.31%
|
減少
|
|
|
2011
|
Malaga Cove Capital
Pv Estates,
California
|
$156万
|
-$9.3万
|
3
|
0.5%
|
減少
|
|
|
2012
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$156万
|
-$189万
|
2
|
0.07%
|
減少
|
|
|
2013
|
Rainier Family Wealth
Tacoma,
Washington
|
$155万
|
-$1.16万
|
2
|
0.88%
|
減少
|
|
|
2014
|
Curated Wealth Partners
El Segundo,
California
|
$154万
|
-$30.5万
|
2
|
0.18%
|
減少
|
|
|
2015
|
Nippon Life Global Investors Americas
New York
|
$154万
|
-$13.1万
|
1
|
0.06%
|
減少
|
|
|
2016
|
Collar Capital Management
Appleton,
Wisconsin
|
$154万
|
-$5.13万
|
1
|
0.91%
|
減少
|
|
|
2017
|
Broyhill Asset Management
Charlotte,
North Carolina
|
$153万
|
-$109万
|
1
|
1.36%
|
減少
|
|
|
2018
|
Arrow Financial
Glens Falls,
New York
|
$153万
|
-$113万
|
2
|
0.14%
|
減少
|
|
|
2019
|
Hall Capital Management
Barrington,
Rhode Island
|
$153万
|
-$126万
|
1
|
0.48%
|
減少
|
|
|
2020
|
One Capital Management
Westlake Village,
California
|
$153万
|
$0
|
1
|
0.04%
|
維持
|
|
|
2021
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$153万
|
-$59.6万
|
4
|
0.08%
|
減少
|
|
|
2022
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$153万
|
+$19.9万
|
4
|
0.09%
|
買い増し
|
|
|
2023
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$153万
|
-$341万
|
13
|
0.17%
|
減少
|
|
|
2024
|
Guidance Capital
Lousville,
Kentucky
|
$153万
|
-$21.8万
|
1
|
0.33%
|
減少
|
|
|
2025
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$152万
|
-$291万
|
5
|
0.05%
|
減少
|
|
