|
2001
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$28.3万
|
-$1.62万
|
1
|
0.04%
|
減少
|
|
|
2002
|
UAS Asset Management
New York
|
$28.2万
|
+$27万
|
1
|
0.08%
|
新規
|
|
|
2003
|
Key Financial Inc
West Chester,
Pennsylvania
|
$28.1万
|
+$1.62万
|
1
|
0.15%
|
買い増し
|
|
|
2004
|
Financial Management Network
Mission Viejo,
California
|
$28万
|
+$540
|
1
|
0.15%
|
買い増し
|
|
|
2005
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$28万
|
+$3,914
|
1
|
0.04%
|
買い増し
|
|
|
2006
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$28万
|
-$7.96万
|
1
|
0.32%
|
減少
|
|
|
2007
|
WC Walker & Associates
Fullerton,
California
|
$27.9万
|
$0
|
1
|
0.16%
|
維持
|
|
|
2008
|
Passive Capital Management
Baltimore,
Maryland
|
$27.9万
|
$0
|
1
|
0.14%
|
維持
|
|
|
2009
|
Calamos Wealth Management
Naperville,
Illinois
|
$27.8万
|
-$8.1万
|
1
|
0.02%
|
減少
|
|
|
2010
|
Journey Strategic Wealth
Summit,
New Jersey
|
$27.8万
|
-$21.4万
|
1
|
0.04%
|
減少
|
|
|
2011
|
Parkside Advisors
Berkeley,
California
|
$27.8万
|
-$7.53万
|
1
|
0.1%
|
減少
|
|
|
2012
|
AJ Wealth Strategies
New York
|
$27.7万
|
$0
|
1
|
0.01%
|
維持
|
|
|
2013
|
Community Bank of Raymore
Raymore,
Missouri
|
$27.7万
|
$0
|
1
|
0.08%
|
維持
|
|
|
2014
|
Journey Advisory Group
Covington,
Kentucky
|
$27.7万
|
+$3.51万
|
1
|
0.06%
|
買い増し
|
|
|
2015
|
M. Kulyk & Associates
Decatur,
Georgia
|
$27.7万
|
$0
|
1
|
0.09%
|
維持
|
|
|
2016
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$27.7万
|
+$26.5万
|
1
|
0.03%
|
新規
|
|
|
2017
|
Southland Equity Partners
Wildwood,
Missouri
|
$27.7万
|
+$1.04万
|
1
|
0.13%
|
買い増し
|
|
|
2018
|
Meridian Financial
Holliston,
Massachusetts
|
$27.7万
|
$0
|
1
|
0.31%
|
維持
|
|
|
2019
|
Affinity Capital Advisors
Berkeley,
California
|
$27.6万
|
+$540
|
1
|
0.09%
|
買い増し
|
|
|
2020
|
Bosun Asset Management
Chicago,
Illinois
|
$27.6万
|
+$26.4万
|
1
|
0.38%
|
新規
|
|
|
2021
|
NFP Retirement Inc
Aliso Viejo,
California
|
$27.5万
|
+$6,344
|
1
|
0.07%
|
買い増し
|
|
|
2022
|
Middleton & Co
Boston,
Massachusetts
|
$27.5万
|
$0
|
1
|
0.04%
|
維持
|
|
|
2023
|
PFS Partners
Mine Hill,
New Jersey
|
$27.4万
|
-$3,644
|
1
|
0.27%
|
減少
|
|
|
2024
|
Disciplined Investments
Tulsa,
Oklahoma
|
$27.3万
|
-$3.35万
|
1
|
0.12%
|
減少
|
|
|
2025
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$27.3万
|
-$7,828
|
1
|
0.09%
|
減少
|
|
