|
2001
|
RCW Management
Jacksonville,
Florida
|
$51.4万
|
-$8.96万
|
1
|
0.46%
|
減少
|
|
|
2002
|
Advisory Advocates
Grand Rapids,
Michigan
|
$51.4万
|
-$5.13万
|
1
|
0.44%
|
減少
|
|
|
2003
|
Postrock Partners
Overland Park,
Oregon
|
$51.4万
|
-$21.1万
|
1
|
0.21%
|
減少
|
|
|
2004
|
Virtue Capital Management
Brentwood,
Tennessee
|
$51.2万
|
$0
|
2
|
0.07%
|
維持
|
|
|
2005
|
Hilltop National Bank
Casper,
Wyoming
|
$51万
|
-$2.42万
|
5
|
0.11%
|
減少
|
|
|
2006
|
Income Insurance Ltd
Singapore,
|
$51万
|
+$4.23万
|
1
|
0.3%
|
買い増し
|
|
|
2007
|
Anchyra Partners
Atlanta,
Georgia
|
$51万
|
+$1.99万
|
3
|
0.12%
|
買い増し
|
|
|
2008
|
|
$50.9万
|
+$13.1万
|
1
|
0.01%
|
買い増し
|
|
|
2009
|
VVR Holdings
Bellingham,
Washington
|
$50.6万
|
-$3.86万
|
1
|
0.22%
|
減少
|
|
|
2010
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$50.5万
|
+$4,264
|
1
|
0.22%
|
買い増し
|
|
|
2011
|
Cary Street Partners
Richmond,
Virginia
|
$50.4万
|
+$5.31万
|
2
|
0.01%
|
買い増し
|
|
|
2012
|
Aurora Investment Managers
Naples,
Florida
|
$50.4万
|
-$294万
|
1
|
0.31%
|
減少
|
|
|
2013
|
Portfolio Resources Advisor Group
Coral Gables,
Florida
|
$50.3万
|
-$2,748
|
1
|
0.43%
|
減少
|
|
|
2014
|
Shelton Wealth Management
Fort Worth,
Texas
|
$50.3万
|
+$1,480
|
1
|
0.2%
|
買い増し
|
|
|
2015
|
Elevated Private Wealth
Brookfield,
Wisconsin
|
$50.2万
|
+$49.3万
|
1
|
0.48%
|
新規
|
|
|
2016
|
Mission Financial Group
Las Vegas,
Nevada
|
$50.2万
|
+$46.7万
|
1
|
0.42%
|
新規
|
|
|
2017
|
Foster Group
West Des Moines,
Iowa
|
$49.8万
|
+$2.49万
|
1
|
0.01%
|
買い増し
|
|
|
2018
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$49.8万
|
+$2.47万
|
1
|
0.16%
|
買い増し
|
|
|
2019
|
Dearborn Partners
Chicago,
Illinois
|
$49.8万
|
+$7.52万
|
1
|
0.03%
|
買い増し
|
|
|
2020
|
Sectoral Asset Management
Montreal,
Quebec, Canada
|
$49.7万
|
-$11.8万
|
1
|
0.35%
|
減少
|
|
|
2021
|
Painted Porch Advisors
Santa Barbara,
California
|
$49.7万
|
$0
|
1
|
0.22%
|
維持
|
|
|
2022
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$49.5万
|
-$7,822
|
1
|
0.03%
|
減少
|
|
|
2023
|
AmeriFlex Group
Las Vegas,
Nevada
|
$49.4万
|
+$1.96万
|
9
|
0.2%
|
買い増し
|
|
|
2024
|
Clarus Group
Houston,
Texas
|
$49.4万
|
-$5.3万
|
1
|
0.17%
|
減少
|
|
|
2025
|
Register Financial Advisors
Atlanta,
Georgia
|
$49.1万
|
+$1,139
|
3
|
0.15%
|
買い増し
|
|
