|
2001
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$5.4万
|
+$5.43万
|
1
|
0.03%
|
新規
|
|
|
2002
|
Edge Wealth Management
New York
|
$5.3万
|
$0
|
1
|
0.01%
|
維持
|
|
|
2003
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$5.2万
|
-$47.7万
|
1
|
0%
|
減少
|
|
|
2004
|
Acima Private Wealth
Richmond,
Virginia
|
$5.1万
|
$0
|
1
|
0.04%
|
維持
|
|
|
2005
|
Knuff & Co
Foster City,
California
|
$5.1万
|
$0
|
1
|
0.03%
|
維持
|
|
|
2006
|
Americana Partners
Houston,
Texas
|
$5万
|
+$5.08万
|
1
|
0.03%
|
新規
|
|
|
2007
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$5万
|
+$5.15万
|
1
|
0.05%
|
新規
|
|
|
2008
|
Simon Quick Advisors
Morristown,
New Jersey
|
$4.8万
|
+$3,769
|
1
|
0.02%
|
買い増し
|
|
|
2009
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$4.7万
|
+$4.78万
|
1
|
0.04%
|
新規
|
|
|
2010
|
Lucia Wealth Services
San Diego,
California
|
$4.6万
|
$0
|
1
|
0.01%
|
維持
|
|
|
2011
|
Lee Financial
Dallas,
Texas
|
$4.5万
|
$0
|
1
|
0.01%
|
維持
|
|
|
2012
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$4.5万
|
$0
|
1
|
0.02%
|
維持
|
|
|
2013
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$4.5万
|
+$260
|
1
|
0.03%
|
買い増し
|
|
|
2014
|
Solstein Capital
Menlo Park,
California
|
$4.4万
|
+$4.43万
|
1
|
0.09%
|
新規
|
|
|
2015
|
Tobias Financial Advisors
Plantation,
Florida
|
$4.4万
|
+$4.48万
|
1
|
0.03%
|
新規
|
|
|
2016
|
Macroview Investment Management
Bethesda,
Maryland
|
$4.3万
|
+$9,748
|
1
|
0.09%
|
買い増し
|
|
|
2017
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$4.3万
|
+$4.34万
|
1
|
0.04%
|
新規
|
|
|
2018
|
|
$4.2万
|
+$4.04万
|
1
|
0.01%
|
買い増し
|
|
|
2019
|
IndexIQ Advisors
New York
|
$4.1万
|
+$4.15万
|
1
|
0%
|
新規
|
|
|
2020
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$4万
|
-$1.57万
|
1
|
0.02%
|
減少
|
|
|
2021
|
PSI Advisors
Tampa,
Florida
|
$3.9万
|
+$4.03万
|
1
|
0.03%
|
新規
|
|
|
2022
|
West Paces Advisors
Atlanta,
Georgia
|
$3.71万
|
$0
|
1
|
0.02%
|
維持
|
|
|
2023
|
Lenox Wealth Advisors
New York
|
$3.7万
|
+$1.17万
|
1
|
0.01%
|
買い増し
|
|
|
2024
|
Ashburton (Jersey)
St Helier,
Jersey
|
$3.6万
|
-$1,430
|
1
|
0.01%
|
減少
|
|
|
2025
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$3.5万
|
$0
|
1
|
0.03%
|
維持
|
|