|
2001
|
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
$26.1万
|
+$25.1万
|
1
|
0.02%
|
新規
|
|
|
2002
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$26.1万
|
-$1.19万
|
1
|
0.07%
|
減少
|
|
|
2003
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$26.1万
|
-$2.11万
|
1
|
0.01%
|
減少
|
|
|
2004
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$26万
|
-$3.66万
|
1
|
0.04%
|
減少
|
|
|
2005
|
MA Private Wealth
San Carlos,
California
|
$26万
|
-$4.54万
|
1
|
0.05%
|
減少
|
|
|
2006
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$26万
|
-$2.08万
|
1
|
0.07%
|
減少
|
|
|
2007
|
Stevard LLC
Chicago,
Illinois
|
$26万
|
+$5.44万
|
1
|
0.18%
|
買い増し
|
|
|
2008
|
Triton Wealth Management
Sun City,
Arizona
|
$26万
|
-$1.09万
|
1
|
0.13%
|
減少
|
|
|
2009
|
Eisler Capital (UK)
London,
United Kingdom
|
$25.9万
|
-$530万
|
1
|
0.01%
|
減少
|
|
|
2010
|
|
$25.9万
|
-$1.12万
|
1
|
0.02%
|
減少
|
|
|
2011
|
WrapManager Inc
Mill Valley,
California
|
$25.8万
|
-$3,888
|
1
|
0.06%
|
減少
|
|
|
2012
|
TFG Advisers
Auburn Hills,
Michigan
|
$25.7万
|
-$7,776
|
1
|
0.11%
|
減少
|
|
|
2013
|
Windsor Capital Management
Phoenix,
Arizona
|
$25.7万
|
-$2.47万
|
1
|
0.08%
|
減少
|
|
|
2014
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$25.6万
|
-$1.57万
|
1
|
0.13%
|
減少
|
|
|
2015
|
Axxcess Wealth Management
Carlsbad,
California
|
$25.6万
|
+$24万
|
1
|
0.02%
|
新規
|
|
|
2016
|
Blodgett Wealth Advisors
Concord,
California
|
$25.6万
|
+$24.1万
|
1
|
0.2%
|
新規
|
|
|
2017
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$25.6万
|
+$24.1万
|
1
|
0.09%
|
新規
|
|
|
2018
|
Central Bank & Trust
Lexington,
Kentucky
|
$25.5万
|
+$8.09万
|
1
|
0.04%
|
買い増し
|
|
|
2019
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$25.5万
|
+$1.22万
|
1
|
0.05%
|
買い増し
|
|
|
2020
|
Family Management
New York
|
$25.5万
|
-$1.1万
|
1
|
0.07%
|
減少
|
|
|
2021
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$25.5万
|
+$24万
|
1
|
0.01%
|
新規
|
|
|
2022
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$25.5万
|
-$5.14万
|
1
|
0.04%
|
減少
|
|
|
2023
|
Bank of Marin
Novato,
California
|
$25.4万
|
-$1.09万
|
1
|
0.17%
|
減少
|
|
|
2024
|
Demars Financial Group
Spokane Valley,
Washington
|
$25.4万
|
-$3,888
|
1
|
0.13%
|
減少
|
|
|
2025
|
Planning Center Inc
Moline,
Illinois
|
$25.4万
|
+$23.2万
|
1
|
0.2%
|
新規
|
|
