|
2001
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$180万
|
-$4.56万
|
2
|
0.98%
|
減少
|
|
|
2002
|
Oslo Pensjonsforsikring
Oslo,
|
$180万
|
+$72.6万
|
5
|
0.21%
|
買い増し
|
|
|
2003
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$180万
|
-$33.1万
|
3
|
0.52%
|
減少
|
|
|
2004
|
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
|
$179万
|
-$13万
|
1
|
0.15%
|
減少
|
|
|
2005
|
HWG Holdings
Houston,
Texas
|
$179万
|
-$504万
|
1
|
0.4%
|
減少
|
|
|
2006
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$179万
|
-$8.18万
|
4
|
0.06%
|
減少
|
|
|
2007
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$178万
|
-$28.6万
|
2
|
0.22%
|
減少
|
|
|
2008
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$178万
|
-$36.8万
|
4
|
0.23%
|
減少
|
|
|
2009
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$177万
|
+$38.9万
|
2
|
0.64%
|
買い増し
|
|
|
2010
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$177万
|
+$131万
|
2
|
0.02%
|
買い増し
|
|
|
2011
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$177万
|
-$8.02万
|
2
|
0.71%
|
減少
|
|
|
2012
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$177万
|
+$1.02万
|
1
|
0.11%
|
買い増し
|
|
|
2013
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$176万
|
-$27.7万
|
4
|
0.09%
|
減少
|
|
|
2014
|
Delta Global Management
New York
|
$176万
|
-$27.7万
|
1
|
0.19%
|
減少
|
|
|
2015
|
Miller Global Investments
Dallas,
Texas
|
$176万
|
+$1.44万
|
4
|
1.46%
|
買い増し
|
|
|
2016
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$176万
|
+$18.6万
|
1
|
0.79%
|
買い増し
|
|
|
2017
|
Woodward Diversified Capital
Bakersfield,
California
|
$176万
|
-$2.08万
|
3
|
0.78%
|
減少
|
|
|
2018
|
Guidance Capital
Lousville,
Kentucky
|
$175万
|
+$1.37万
|
2
|
0.38%
|
買い増し
|
|
|
2019
|
Abbot Financial Management
Andover,
Massachusetts
|
$175万
|
+$19.6万
|
2
|
0.6%
|
買い増し
|
|
|
2020
|
HBW Advisory Services
Simi Valley,
California
|
$175万
|
-$14.2万
|
3
|
0.16%
|
減少
|
|
|
2021
|
Westover Capital Advisors
Wilmington,
Delaware
|
$175万
|
-$1.54万
|
4
|
0.29%
|
減少
|
|
|
2022
|
ION Fund Management
Herzliya,
|
$175万
|
+$37.1万
|
2
|
0.11%
|
買い増し
|
|
|
2023
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$175万
|
-$7.28万
|
3
|
0.1%
|
減少
|
|
|
2024
|
Orca Wealth Management
New Port Richey,
Florida
|
$175万
|
+$1.24万
|
1
|
1.05%
|
買い増し
|
|
|
2025
|
Genus Capital Management
Vancouver,
British Columbia, Canada
|
$175万
|
-$333万
|
1
|
0.17%
|
減少
|
|
