|
2001
|
Samson Rock Capital
London,
United Kingdom
|
$24.2万
|
+$26.7万
|
1
|
0.18%
|
新規
|
|
|
2002
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$24.2万
|
$0
|
1
|
0.01%
|
維持
|
|
|
2003
|
Key Financial Inc
West Chester,
Pennsylvania
|
$24.1万
|
+$4,462
|
1
|
0.11%
|
買い増し
|
|
|
2004
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$24.1万
|
+$1.18万
|
1
|
0.08%
|
買い増し
|
|
|
2005
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$24万
|
$0
|
1
|
0.02%
|
維持
|
|
|
2006
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$24万
|
+$4,200
|
1
|
0.29%
|
買い増し
|
|
|
2007
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$23.9万
|
+$1,050
|
1
|
0.03%
|
買い増し
|
|
|
2008
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$23.8万
|
-$15.9万
|
1
|
0.06%
|
減少
|
|
|
2009
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$23.8万
|
-$131
|
1
|
0.09%
|
減少
|
|
|
2010
|
Great Diamond Partners
Portland,
Maine
|
$23.8万
|
-$3,018
|
1
|
0.08%
|
減少
|
|
|
2011
|
NFP Retirement Inc
Aliso Viejo,
California
|
$23.7万
|
+$5,906
|
1
|
0.06%
|
買い増し
|
|
|
2012
|
Axiom Financial Strategies
New Albany,
Indiana
|
$23.7万
|
-$1,837
|
1
|
0.13%
|
減少
|
|
|
2013
|
DFPG Investments
Sandy,
Utah
|
$23.7万
|
-$10.7万
|
1
|
0.1%
|
減少
|
|
|
2014
|
Hamilton Capital
Columbus,
Ohio
|
$23.7万
|
-$11.4万
|
1
|
0.02%
|
減少
|
|
|
2015
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$23.7万
|
+$26.2万
|
1
|
0.17%
|
新規
|
|
|
2016
|
Triton Wealth Management
Sun City,
Arizona
|
$23.7万
|
$0
|
1
|
0.14%
|
維持
|
|
|
2017
|
Barber Financial Group
Lenexa,
Kansas
|
$23.6万
|
-$2.97万
|
1
|
0.07%
|
減少
|
|
|
2018
|
Robbins Farley
Bedford,
New Hampshire
|
$23.6万
|
+$4.38万
|
1
|
0.19%
|
買い増し
|
|
|
2019
|
Wealthstream Advisors
New York
|
$23.6万
|
+$3.07万
|
1
|
0.25%
|
買い増し
|
|
|
2020
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$23.5万
|
+$3.81万
|
1
|
0.07%
|
買い増し
|
|
|
2021
|
AJ Wealth Strategies
New York
|
$23.4万
|
+$1,312
|
1
|
0.01%
|
買い増し
|
|
|
2022
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$23.4万
|
-$1.25万
|
1
|
0.02%
|
減少
|
|
|
2023
|
Colonial River Investments
Midlothian,
Virginia
|
$23.4万
|
+$1.55万
|
1
|
0.16%
|
買い増し
|
|
|
2024
|
Eagle Bay Advisors
New York
|
$23.4万
|
-$3.22万
|
1
|
0.14%
|
減少
|
|
|
2025
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$23.4万
|
-$9.8万
|
1
|
0.02%
|
減少
|
|
