|
2001
|
Concord Wealth Partners
Abingdon,
Virginia
|
$30.4万
|
+$9.6万
|
2
|
0.06%
|
買い増し
|
|
|
2002
|
|
$30.3万
|
$0
|
1
|
0.08%
|
維持
|
|
|
2003
|
Catalyst Capital Advisors
Huntington,
New York
|
$30.3万
|
$0
|
1
|
0.01%
|
維持
|
|
|
2004
|
Hemington Wealth Management
Falls Church,
Virginia
|
$30.3万
|
-$2,561
|
1
|
0.14%
|
減少
|
|
|
2005
|
Inspire Advisors
Meridian,
Idaho
|
$30.3万
|
+$30.7万
|
1
|
0.05%
|
新規
|
|
|
2006
|
Hamilton Capital
Columbus,
Ohio
|
$30.2万
|
+$1.29万
|
1
|
0.02%
|
買い増し
|
|
|
2007
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$30.2万
|
-$3.67万
|
1
|
0.08%
|
減少
|
|
|
2008
|
Family Management
New York
|
$30.2万
|
$0
|
1
|
0.07%
|
維持
|
|
|
2009
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$30.2万
|
$0
|
1
|
0.1%
|
維持
|
|
|
2010
|
|
$30.1万
|
$0
|
1
|
0.11%
|
維持
|
|
|
2011
|
Howard Financial Services
Dallas,
Texas
|
$30.1万
|
+$1.54万
|
1
|
0.07%
|
買い増し
|
|
|
2012
|
HFG Advisors
Cincinatti,
Ohio
|
$30.1万
|
-$427
|
1
|
0.33%
|
減少
|
|
|
2013
|
Matthew Hamilton Rosenberg
|
$30万
|
+$1.38万
|
1
|
0.1%
|
買い増し
|
|
|
2014
|
Journey Advisory Group
Covington,
Kentucky
|
$30万
|
+$2.85万
|
1
|
0.04%
|
買い増し
|
|
|
2015
|
Southland Equity Partners
Wildwood,
Missouri
|
$30万
|
+$8,110
|
1
|
0.1%
|
買い増し
|
|
|
2016
|
Insight 2811 Inc
Chicago,
Illinois
|
$30万
|
-$711
|
1
|
0.17%
|
減少
|
|
|
2017
|
Davis Investment Partners
Charlotte,
North Carolina
|
$29.9万
|
+$30.1万
|
1
|
0.16%
|
新規
|
|
|
2018
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$29.9万
|
+$2.55万
|
1
|
0.11%
|
買い増し
|
|
|
2019
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$29.8万
|
$0
|
1
|
0.2%
|
維持
|
|
|
2020
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$29.8万
|
$0
|
1
|
0.15%
|
維持
|
|
|
2021
|
Benedetti & Gucer
Atlanta,
Georgia
|
$29.8万
|
+$1.79万
|
1
|
0.16%
|
買い増し
|
|
|
2022
|
Sterling Financial Planning
Sparta,
New Jersey
|
$29.8万
|
-$8,110
|
1
|
0.15%
|
減少
|
|
|
2023
|
Alpine Global Management
New York
|
$29.8万
|
+$11.8万
|
1
|
0.07%
|
買い増し
|
|
|
2024
|
Lazari Capital Management
Woodland Hills,
California
|
$29.7万
|
-$12.8万
|
1
|
0.18%
|
減少
|
|
|
2025
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$29.7万
|
-$4.7万
|
1
|
0.11%
|
減少
|
|