|
2001
|
Investment Advisory Group
Hanover,
Massachusetts
|
$29.4万
|
$0
|
1
|
0.18%
|
維持
|
|
|
2002
|
Barber Financial Group
Lenexa,
Kansas
|
$29.3万
|
+$1.31万
|
1
|
0.08%
|
買い増し
|
|
|
2003
|
Flaharty Asset Management
Clearwater,
Florida
|
$29.3万
|
+$28.7万
|
1
|
0.05%
|
新規
|
|
|
2004
|
Rock Creek Group
Washington,
District of Columbia
|
$29.3万
|
-$12.7万
|
1
|
0.04%
|
減少
|
|
|
2005
|
VisionPoint Advisory Group
Dallas,
Texas
|
$29.3万
|
-$7,587
|
1
|
0.12%
|
減少
|
|
|
2006
|
Marietta Wealth Management
Marietta,
Georgia
|
$29.2万
|
$0
|
1
|
0.07%
|
維持
|
|
|
2007
|
Nadler Financial Group
Deerfield,
Illinois
|
$29.2万
|
$0
|
1
|
0.05%
|
維持
|
|
|
2008
|
Centric Wealth Management
Chicago,
Illinois
|
$29.2万
|
+$4.19万
|
1
|
0.15%
|
買い増し
|
|
|
2009
|
Cambridge Advisors
Omaha,
Nebraska
|
$29.2万
|
-$4.9万
|
1
|
0.08%
|
減少
|
|
|
2010
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$29.1万
|
-$48.9万
|
1
|
0.06%
|
減少
|
|
|
2011
|
RS Crum Inc
Newport Beach,
California
|
$29.1万
|
$0
|
1
|
0.14%
|
維持
|
|
|
2012
|
Chelsea Counsel Company
Los Angeles,
California
|
$29万
|
-$36.4万
|
1
|
0.14%
|
減少
|
|
|
2013
|
Vista Capital Partners
Portland,
Oregon
|
$28.9万
|
-$9,380
|
1
|
0.05%
|
減少
|
|
|
2014
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$28.9万
|
+$552
|
1
|
0.13%
|
買い増し
|
|
|
2015
|
Journey Advisory Group
Covington,
Kentucky
|
$28.8万
|
-$2.08万
|
1
|
0.07%
|
減少
|
|
|
2016
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$28.8万
|
+$690
|
1
|
0.04%
|
買い増し
|
|
|
2017
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$28.8万
|
-$9.02万
|
1
|
0.11%
|
減少
|
|
|
2018
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$28.7万
|
$0
|
1
|
0.01%
|
維持
|
|
|
2019
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$28.7万
|
-$1.08万
|
1
|
0.04%
|
減少
|
|
|
2020
|
Woodstock Corp
Boston,
Massachusetts
|
$28.7万
|
-$7.03万
|
1
|
0.04%
|
減少
|
|
|
2021
|
Five Oceans Advisors
Santa Monica,
California
|
$28.6万
|
-$7,863
|
1
|
0.2%
|
減少
|
|
|
2022
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$28.6万
|
+$1,379
|
1
|
0.33%
|
買い増し
|
|
|
2023
|
Southland Equity Partners
Wildwood,
Missouri
|
$28.5万
|
+$8,001
|
1
|
0.11%
|
買い増し
|
|
|
2024
|
McGowan Group Asset Management
Dallas,
Texas
|
$28.5万
|
-$3.9万
|
1
|
0.05%
|
減少
|
|
|
2025
|
BOS Asset Management
Springfield,
Illinois
|
$28.4万
|
+$27.9万
|
1
|
0.25%
|
新規
|
|
