|
2001
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$22.8万
|
$0
|
1
|
0.36%
|
維持
|
|
|
2002
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$22.8万
|
-$3.66万
|
1
|
0.08%
|
減少
|
|
|
2003
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$22.8万
|
$0
|
1
|
0.17%
|
維持
|
|
|
2004
|
Axiom Financial Strategies
New Albany,
Indiana
|
$22.7万
|
+$1,069
|
1
|
0.11%
|
買い増し
|
|
|
2005
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$22.7万
|
+$1.15万
|
1
|
0.06%
|
買い増し
|
|
|
2006
|
Kalos Management
Alpharetta,
Georgia
|
$22.7万
|
+$8,956
|
1
|
0.06%
|
買い増し
|
|
|
2007
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$22.7万
|
+$22.8万
|
1
|
0.01%
|
新規
|
|
|
2008
|
Founders Capital Management (Texas)
Houston,
Texas
|
$22.6万
|
$0
|
1
|
0.15%
|
維持
|
|
|
2009
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$22.6万
|
-$9,224
|
1
|
0.09%
|
減少
|
|
|
2010
|
Liberty Capital Management
Birmingham,
Michigan
|
$22.5万
|
-$14万
|
1
|
0.07%
|
減少
|
|
|
2011
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$22.5万
|
-$9.7万
|
1
|
0.08%
|
減少
|
|
|
2012
|
Legacy Bridge
West Des Moines,
Iowa
|
$22.4万
|
$0
|
1
|
0.13%
|
維持
|
|
|
2013
|
Round Rock Advisors
Wilton,
Connecticut
|
$22.4万
|
$0
|
1
|
0.17%
|
維持
|
|
|
2014
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$22.3万
|
+$22.4万
|
1
|
0.02%
|
新規
|
|
|
2015
|
Wedge Capital Management
Charlotte,
North Carolina
|
$22.3万
|
+$4,812
|
1
|
0%
|
買い増し
|
|
|
2016
|
Maryland Capital Management
Towson,
Maryland
|
$22.2万
|
-$19.6万
|
1
|
0.01%
|
減少
|
|
|
2017
|
Private Capital Advisors
Darien,
Connecticut
|
$22.2万
|
+$22.4万
|
1
|
0.04%
|
新規
|
|
|
2018
|
Sovereign Financial Group
Stamford,
Connecticut
|
$22.2万
|
-$1.59万
|
1
|
0.13%
|
減少
|
|
|
2019
|
Mirador Capital Partners
Pleasanton,
California
|
$22.1万
|
$0
|
1
|
0.05%
|
維持
|
|
|
2020
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$22.1万
|
+$3.11万
|
1
|
0.04%
|
買い増し
|
|
|
2021
|
Rock Creek Group
Washington,
District of Columbia
|
$22.1万
|
-$12.4万
|
1
|
0.04%
|
減少
|
|
|
2022
|
Steph & Co
Marinette,
Wisconsin
|
$22.1万
|
+$2.1万
|
1
|
0.14%
|
買い増し
|
|
|
2023
|
Requisite Capital Management
Dallas,
Texas
|
$22万
|
$0
|
1
|
0.05%
|
維持
|
|
|
2024
|
Spreng Capital Management
Bucyrus,
Ohio
|
$22万
|
$0
|
1
|
0.14%
|
維持
|
|
|
2025
|
V Wealth Advisors
Overland Park,
Kansas
|
$22万
|
-$6,283
|
1
|
0.03%
|
減少
|
|
