|
2001
|
Caldwell Trust
Venice,
Florida
|
$1.71万
|
+$1.7万
|
1
|
0%
|
新規
|
|
|
2002
|
ESL Trust Services
Rochester,
New York
|
$1.71万
|
+$1.7万
|
1
|
0%
|
新規
|
|
|
2003
|
Kimelman & Baird
New York
|
$1.71万
|
+$1.7万
|
1
|
0%
|
新規
|
|
|
2004
|
Salomon & Ludwin
Richmond,
Virginia
|
$1.68万
|
-$3,188
|
1
|
0%
|
減少
|
|
|
2005
|
CGC Financial Services
Lake Oswego,
Oregon
|
$1.64万
|
+$1.63万
|
1
|
0%
|
新規
|
|
|
2006
|
Hughes Financial Services
Herndon,
Virginia
|
$1.64万
|
+$1.36万
|
2
|
0%
|
買い増し
|
|
|
2007
|
First Bancorp
Damariscotta,
Maine
|
$1.61万
|
+$1.6万
|
1
|
0.01%
|
新規
|
|
|
2008
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$1.58万
|
+$9,488
|
2
|
0.01%
|
買い増し
|
|
|
2009
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$1.57万
|
+$1.56万
|
1
|
0%
|
新規
|
|
|
2010
|
GoalVest Advisory
New York
|
$1.55万
|
+$1.54万
|
2
|
0%
|
新規
|
|
|
2011
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
$1.54万
|
+$1.53万
|
1
|
0.01%
|
新規
|
|
|
2012
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$1.52万
|
$0
|
1
|
0.01%
|
維持
|
|
|
2013
|
TOP Private Wealth
Glastonbury,
Connecticut
|
$1.49万
|
+$1.48万
|
1
|
0.01%
|
新規
|
|
|
2014
|
Private Wealth Management Group
Princeton,
New Jersey
|
$1.45万
|
+$1.44万
|
1
|
0%
|
新規
|
|
|
2015
|
Gill Capital Partners
Denver,
Colorado
|
$1.45万
|
+$1.44万
|
2
|
0%
|
新規
|
|
|
2016
|
Aspect Partners
Fairfax,
Virginia
|
$1.39万
|
+$3,692
|
2
|
0.01%
|
買い増し
|
|
|
2017
|
PlanVest Financial
Gaithersburg,
Maryland
|
$1.38万
|
+$1.38万
|
1
|
0.01%
|
新規
|
|
|
2018
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$1.38万
|
-$1.49万
|
1
|
0%
|
減少
|
|
|
2019
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$1.38万
|
+$4,599
|
2
|
0.01%
|
買い増し
|
|
|
2020
|
Monetary Management Group
St Louis,
Missouri
|
$1.37万
|
+$1.36万
|
1
|
0%
|
新規
|
|
|
2021
|
Cromwell Holdings
Jackson,
Wyoming
|
$1.35万
|
+$5,380
|
1
|
0.01%
|
買い増し
|
|
|
2022
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$1.35万
|
+$1.34万
|
1
|
0%
|
新規
|
|
|
2023
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$1.34万
|
+$1.32万
|
2
|
0.02%
|
新規
|
|
|
2024
|
Clark Wealth Partners
O'fallon,
Illinois
|
$1.32万
|
+$1.31万
|
1
|
0.01%
|
新規
|
|
|
2025
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$1.23万
|
+$1.22万
|
1
|
0%
|
新規
|
|
