|
2001
|
Cary Street Partners
Richmond,
Virginia
|
$25.2万
|
-$32.5万
|
2
|
0.01%
|
減少
|
|
|
2002
|
Ironwood Financial
Tucson,
Arizona
|
$25.1万
|
-$1.2万
|
1
|
0.04%
|
減少
|
|
|
2003
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$24.9万
|
+$22.8万
|
1
|
0.03%
|
新規
|
|
|
2004
|
Anchyra Partners
Atlanta,
Georgia
|
$24.9万
|
+$1.84万
|
1
|
0.06%
|
買い増し
|
|
|
2005
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$24.9万
|
-$2.56万
|
1
|
0.2%
|
減少
|
|
|
2006
|
Hudson Value Partners
Palm Beach,
Florida
|
$24.9万
|
+$24.6万
|
1
|
0.06%
|
新規
|
|
|
2007
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$24.8万
|
+$2,325
|
6
|
0.01%
|
買い増し
|
|
|
2008
|
Silver Oak Securities
Jackson,
Tennessee
|
$24.8万
|
+$22.7万
|
1
|
0.02%
|
新規
|
|
|
2009
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$24.7万
|
$0
|
1
|
0.06%
|
維持
|
|
|
2010
|
DV Trading
Chicago,
Illinois
|
$24.7万
|
+$21.3万
|
1
|
0.01%
|
新規
|
|
|
2011
|
Instrumental Wealth
Tampa,
Florida
|
$24.6万
|
-$5,633
|
1
|
0.12%
|
減少
|
|
|
2012
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$24.6万
|
+$22.5万
|
1
|
0.02%
|
新規
|
|
|
2013
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$24.4万
|
-$1.23万
|
1
|
0.11%
|
減少
|
|
|
2014
|
Cross Staff Investments
Pittsford,
New York
|
$24.4万
|
$0
|
1
|
0.14%
|
維持
|
|
|
2015
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$24.4万
|
$0
|
1
|
0.1%
|
維持
|
|
|
2016
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
$24.4万
|
-$24.7万
|
1
|
0.03%
|
減少
|
|
|
2017
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$24.2万
|
$0
|
1
|
0.18%
|
維持
|
|
|
2018
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$24.2万
|
$0
|
1
|
0.05%
|
維持
|
|
|
2019
|
Knightsbridge Asset Management
Newport Beach,
California
|
$24.1万
|
-$512万
|
1
|
0.03%
|
減少
|
|
|
2020
|
Virtus ETF Advisers
New York
|
$24.1万
|
+$19.3万
|
1
|
0.09%
|
新規
|
|
|
2021
|
Aventura Private Wealth
Aventura,
Florida
|
$24.1万
|
+$6.3万
|
7
|
0.07%
|
買い増し
|
|
|
2022
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$24万
|
-$6.98万
|
1
|
0.08%
|
減少
|
|
|
2023
|
Orchard Capital Management
Chicago,
Illinois
|
$24万
|
+$20.7万
|
1
|
0.23%
|
新規
|
|
|
2024
|
Private Wealth Management Group
Princeton,
New Jersey
|
$23.9万
|
+$8.99万
|
12
|
0.06%
|
買い増し
|
|
|
2025
|
Kilter Group
Rhinebeck,
New York
|
$23.9万
|
-$1,829
|
12
|
0.09%
|
減少
|
|
