|
2001
|
20/20 Capital Management
Costa Mesa,
California
|
$20.2万
|
+$19万
|
1
|
0.06%
|
新規
|
|
|
2002
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$20.2万
|
+$19万
|
1
|
0.02%
|
新規
|
|
|
2003
|
Keebeck Wealth Management
Chicago,
Illinois
|
$20.2万
|
+$19万
|
1
|
0.03%
|
新規
|
|
|
2004
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$20.1万
|
-$1.68万
|
1
|
0.06%
|
減少
|
|
|
2005
|
Altshuler Shaham
Tel Aviv,
Israel
|
$20万
|
+$18.8万
|
1
|
0%
|
新規
|
|
|
2006
|
Balentine LLC
Atlanta,
Georgia
|
$20万
|
+$18.8万
|
1
|
0.01%
|
新規
|
|
|
2007
|
|
$20万
|
$0
|
1
|
0.03%
|
維持
|
|
|
2008
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$20万
|
$0
|
1
|
0.13%
|
維持
|
|
|
2009
|
Platinum Investment Management
Sydney Australia 2000,
Australia
|
$19.9万
|
+$1.89万
|
1
|
0%
|
買い増し
|
|
|
2010
|
Perennial Advisors
New York
|
$19.8万
|
+$15.3万
|
2
|
0.06%
|
買い増し
|
|
|
2011
|
Private Ocean
San Rafael,
California
|
$19.7万
|
-$1.91万
|
1
|
0.04%
|
減少
|
|
|
2012
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$19.3万
|
+$18.1万
|
1
|
0.12%
|
新規
|
|
|
2013
|
Steph & Co
Marinette,
Wisconsin
|
$19.2万
|
$0
|
1
|
0.13%
|
維持
|
|
|
2014
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$18.9万
|
$0
|
1
|
0.1%
|
維持
|
|
|
2015
|
First National Bank of South Miami
South Miami,
Florida
|
$18.7万
|
+$4.95万
|
1
|
0.14%
|
買い増し
|
|
|
2016
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$18.4万
|
-$2.49万
|
1
|
0.14%
|
減少
|
|
|
2017
|
Financial Management Professionals
Austin,
Texas
|
$18.3万
|
+$1.14万
|
1
|
0.05%
|
買い増し
|
|
|
2018
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$18.2万
|
+$7.89万
|
1
|
0.07%
|
買い増し
|
|
|
2019
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$17.9万
|
$0
|
1
|
0.03%
|
維持
|
|
|
2020
|
Johnson Midwest Financial
Glidden,
Iowa
|
$17.9万
|
$0
|
1
|
0.19%
|
維持
|
|
|
2021
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$17.6万
|
+$2,154
|
1
|
0.04%
|
買い増し
|
|
|
2022
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$17.2万
|
+$2.17万
|
1
|
0.05%
|
買い増し
|
|
|
2023
|
Creative Financial Designs
Kokomo,
Indiana
|
$17.1万
|
-$1,197
|
1
|
0.03%
|
減少
|
|
|
2024
|
Lenox Wealth Advisors
New York
|
$16.9万
|
+$1.11万
|
1
|
0.02%
|
買い増し
|
|
|
2025
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$16.7万
|
+$8,138
|
1
|
0.12%
|
買い増し
|
|
