|
2001
|
CVA Family Office
Denver,
Colorado
|
$182万
|
-$4.41万
|
7
|
0.16%
|
減少
|
|
|
2002
|
Tudor Financial
Dayton,
Ohio
|
$182万
|
+$183
|
2
|
0.82%
|
買い増し
|
|
|
2003
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$182万
|
-$74.4万
|
1
|
0.7%
|
減少
|
|
|
2004
|
Hager Investment Management Services
New London,
New Hampshire
|
$182万
|
+$11.6万
|
3
|
0.84%
|
買い増し
|
|
|
2005
|
FAS Wealth Partners
Leawood,
Kansas
|
$181万
|
+$1,647
|
2
|
0.09%
|
買い増し
|
|
|
2006
|
Great Lakes Retirement
Sandusky,
Ohio
|
$181万
|
+$1.78万
|
1
|
0.16%
|
買い増し
|
|
|
2007
|
Sacks & Associates
Warren,
New Jersey
|
$181万
|
-$20.4万
|
1
|
1.22%
|
減少
|
|
|
2008
|
Banque Transatlantique
Paris,
France
|
$180万
|
-$8.8万
|
3
|
0.04%
|
減少
|
|
|
2009
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$180万
|
-$10.8万
|
2
|
1.12%
|
減少
|
|
|
2010
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$180万
|
+$9.48万
|
3
|
0.11%
|
買い増し
|
|
|
2011
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$179万
|
+$367
|
1
|
0.05%
|
買い増し
|
|
|
2012
|
Corps Capital Advisors
Southlake,
Texas
|
$179万
|
+$183
|
1
|
1.44%
|
買い増し
|
|
|
2013
|
Weaver Consulting Group
Huntington Beach,
California
|
$179万
|
-$13.1万
|
2
|
0.37%
|
減少
|
|
|
2014
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$179万
|
+$2.93万
|
2
|
0.64%
|
買い増し
|
|
|
2015
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$179万
|
-$2.66万
|
1
|
0.27%
|
減少
|
|
|
2016
|
DBA Trading
Fort Lauderdale,
Florida
|
$178万
|
$0
|
1
|
0.9%
|
維持
|
|
|
2017
|
International Private Wealth Advisors
San Diego,
California
|
$178万
|
+$114万
|
1
|
0.92%
|
買い増し
|
|
|
2018
|
Beacon Financial Group
Dallas,
Texas
|
$178万
|
+$8,436
|
1
|
0.16%
|
買い増し
|
|
|
2019
|
Berkeley Capital Partners
Milton,
Georgia
|
$177万
|
-$1.21万
|
1
|
0.37%
|
減少
|
|
|
2020
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$177万
|
+$13.5万
|
1
|
0.34%
|
買い増し
|
|
|
2021
|
Forum Finance Group
Geneva,
|
$177万
|
+$34.8万
|
3
|
0.64%
|
買い増し
|
|
|
2022
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$176万
|
+$182万
|
2
|
0.14%
|
新規
|
|
|
2023
|
Exeter Financial
Scottsdale,
Arizona
|
$176万
|
-$2.02万
|
1
|
0.67%
|
減少
|
|
|
2024
|
Harvest Fund Management
Beijing,
China
|
$176万
|
-$46.3万
|
3
|
0.06%
|
減少
|
|
|
2025
|
Voya Financial Advisors
Windsor,
Connecticut
|
$176万
|
-$38.8万
|
2
|
0.15%
|
減少
|
|
