|
2001
|
Meridian Financial
Holliston,
Massachusetts
|
$25.5万
|
-$9,781
|
1
|
0.26%
|
減少
|
|
|
2002
|
Affinity Capital Advisors
Berkeley,
California
|
$25.4万
|
+$9,781
|
1
|
0.08%
|
買い増し
|
|
|
2003
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$25.4万
|
+$913
|
1
|
0.07%
|
買い増し
|
|
|
2004
|
Compass Financial Advisors
Fort Wayne,
Indiana
|
$25.3万
|
+$3.36万
|
1
|
0.28%
|
買い増し
|
|
|
2005
|
Middleton & Co
Boston,
Massachusetts
|
$25.3万
|
+$25.4万
|
1
|
0.03%
|
新規
|
|
|
2006
|
Parcion Private Wealth
Bellevue,
Washington
|
$25.3万
|
+$25.4万
|
1
|
0.02%
|
新規
|
|
|
2007
|
WC Walker & Associates
Fullerton,
California
|
$25.2万
|
$0
|
1
|
0.13%
|
維持
|
|
|
2008
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$25万
|
+$25.3万
|
1
|
0.02%
|
新規
|
|
|
2009
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$24.9万
|
$0
|
1
|
0.13%
|
維持
|
|
|
2010
|
Blodgett Wealth Advisors
Concord,
California
|
$24.9万
|
$0
|
1
|
0.21%
|
維持
|
|
|
2011
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$24.9万
|
+$130
|
1
|
0.04%
|
買い増し
|
|
|
2012
|
Rock Point Advisors
Burlington,
Vermont
|
$24.9万
|
+$3,130
|
1
|
0.07%
|
買い増し
|
|
|
2013
|
Blue Barn Wealth
Orem,
Utah
|
$24.8万
|
+$1.34万
|
1
|
0.17%
|
買い増し
|
|
|
2014
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$24.8万
|
-$3.33万
|
1
|
0.08%
|
減少
|
|
|
2015
|
NFP Retirement Inc
Aliso Viejo,
California
|
$24.8万
|
+$24.8万
|
1
|
0.06%
|
新規
|
|
|
2016
|
Horizon Wealth Management
La Grange,
Illinois
|
$24.7万
|
+$1,826
|
1
|
0.08%
|
買い増し
|
|
|
2017
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$24.7万
|
+$24.8万
|
1
|
0.02%
|
新規
|
|
|
2018
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$24.6万
|
-$1,956
|
1
|
0.05%
|
減少
|
|
|
2019
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$24.5万
|
$0
|
1
|
0.07%
|
維持
|
|
|
2020
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$24.5万
|
$0
|
1
|
0.15%
|
維持
|
|
|
2021
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$24.5万
|
+$2,999
|
1
|
0.19%
|
買い増し
|
|
|
2022
|
Southland Equity Partners
Wildwood,
Missouri
|
$24.5万
|
$0
|
1
|
0.1%
|
維持
|
|
|
2023
|
Austin Asset Management
Austin,
Texas
|
$24.4万
|
$0
|
1
|
0.08%
|
維持
|
|
|
2024
|
Center for Financial Planning
Southfied,
Michigan
|
$24.4万
|
-$1.76万
|
1
|
0.05%
|
減少
|
|
|
2025
|
Intersect Capital
San Ramon,
California
|
$24.4万
|
-$11.2万
|
1
|
0.05%
|
減少
|
|
