|
2001
|
Perennial Investment Advisors
Los Angeles,
California
|
$240万
|
-$12.9万
|
2
|
0.16%
|
減少
|
|
|
2002
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$240万
|
+$1.13万
|
2
|
0.43%
|
買い増し
|
|
|
2003
|
Arrow Financial
Glens Falls,
New York
|
$239万
|
+$28.1万
|
2
|
0.21%
|
買い増し
|
|
|
2004
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$239万
|
+$18.3万
|
2
|
0.13%
|
買い増し
|
|
|
2005
|
|
$239万
|
+$29.6万
|
4
|
0.71%
|
買い増し
|
|
|
2006
|
Advisory Alpha
Holland,
Michigan
|
$239万
|
+$7.37万
|
2
|
0.06%
|
買い増し
|
|
|
2007
|
Tred Avon Family Wealth
Easton,
Maryland
|
$239万
|
-$2.89万
|
2
|
0.73%
|
減少
|
|
|
2008
|
Kane Investment Management
Los Gatos,
California
|
$238万
|
+$53.5万
|
3
|
1.02%
|
買い増し
|
|
|
2009
|
Lakeside Advisors
Seattle,
Washington
|
$238万
|
$0
|
1
|
1.5%
|
維持
|
|
|
2010
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$238万
|
$0
|
2
|
0.59%
|
維持
|
|
|
2011
|
VUB Generali dochodkova spravcovska spolocnost
Bratislava,
|
$237万
|
$0
|
1
|
1.63%
|
維持
|
|
|
2012
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$237万
|
+$113万
|
3
|
0.48%
|
買い増し
|
|
|
2013
|
Wynn Capital
Augusta,
Georgia
|
$236万
|
-$5,103
|
1
|
1.06%
|
減少
|
|
|
2014
|
Illumine Investment Management
Poulsbo,
Washington
|
$236万
|
-$217万
|
0
|
–
|
解消
|
|
|
2015
|
First Horizon Corporation
Memphis,
Tennessee
|
$236万
|
-$1.83万
|
5
|
0.09%
|
減少
|
|
|
2016
|
Indivisible Partners
Clearwater,
Florida
|
$236万
|
+$68.6万
|
2
|
0.13%
|
買い増し
|
|
|
2017
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$235万
|
-$16万
|
2
|
0.35%
|
減少
|
|
|
2018
|
Davis Investment Partners
Charlotte,
North Carolina
|
$235万
|
$0
|
1
|
0.72%
|
維持
|
|
|
2019
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$235万
|
+$57.3万
|
2
|
0.38%
|
買い増し
|
|
|
2020
|
New Paradigm Capital Management
Great Falls,
Virginia
|
$235万
|
-$235万
|
1
|
5.02%
|
減少
|
|
|
2021
|
Viking Fund Management
Minot,
North Dakota
|
$235万
|
$0
|
1
|
0.21%
|
維持
|
|
|
2022
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$235万
|
+$14.5万
|
3
|
0.62%
|
買い増し
|
|
|
2023
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$235万
|
-$4.25万
|
1
|
0.46%
|
減少
|
|
|
2024
|
Semper Augustus Investments Group
Highlands Ranch,
Colorado
|
$234万
|
$0
|
1
|
0.26%
|
維持
|
|
|
2025
|
Goldstream Capital Management
Central,
Hong Kong
|
$234万
|
-$178万
|
1
|
1.77%
|
減少
|
|
