|
2001
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$39.5万
|
+$36.5万
|
1
|
0.26%
|
新規
|
|
|
2002
|
West Bancorporation
West Des Moines,
Iowa
|
$39.5万
|
-$5,440
|
1
|
0.26%
|
減少
|
|
|
2003
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$39.4万
|
+$4.31万
|
1
|
0.24%
|
買い増し
|
|
|
2004
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$39.4万
|
+$36.4万
|
1
|
0.38%
|
新規
|
|
|
2005
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$39.4万
|
+$756
|
1
|
0.05%
|
買い増し
|
|
|
2006
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$39.3万
|
-$14.3万
|
1
|
0.07%
|
減少
|
|
|
2007
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$39.3万
|
+$4,382
|
1
|
0.17%
|
買い増し
|
|
|
2008
|
Alta Advisers
London,
United Kingdom
|
$39.3万
|
$0
|
1
|
0.21%
|
維持
|
|
|
2009
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$39.3万
|
$0
|
1
|
0.01%
|
維持
|
|
|
2010
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$39.3万
|
-$1,813
|
1
|
0.03%
|
減少
|
|
|
2011
|
CNB Bank
Clearfield,
Pennsylvania
|
$39.1万
|
+$1.92万
|
1
|
0.21%
|
買い増し
|
|
|
2012
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$39万
|
-$1.36万
|
3
|
0.08%
|
減少
|
|
|
2013
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$39万
|
+$604
|
1
|
0.39%
|
買い増し
|
|
|
2014
|
WealthShield Partners
Cary,
North Carolina
|
$39万
|
-$1.99万
|
1
|
0.06%
|
減少
|
|
|
2015
|
Journey Strategic Wealth
Summit,
New Jersey
|
$38.8万
|
-$1.36万
|
1
|
0.02%
|
減少
|
|
|
2016
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$38.6万
|
+$453
|
1
|
0.11%
|
買い増し
|
|
|
2017
|
Gryphon Financial Partners
Columbus,
Ohio
|
$38.6万
|
+$2.22万
|
1
|
0.07%
|
買い増し
|
|
|
2018
|
Ballast Advisors
Woodbury,
Minnesota
|
$38.5万
|
-$10.3万
|
1
|
0.14%
|
減少
|
|
|
2019
|
Five Oceans Advisors
Santa Monica,
California
|
$38.5万
|
+$6,649
|
1
|
0.22%
|
買い増し
|
|
|
2020
|
Sterling Financial Planning
Sparta,
New Jersey
|
$38.5万
|
+$3.48万
|
1
|
0.17%
|
買い増し
|
|
|
2021
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$38.5万
|
-$4.53万
|
1
|
0.11%
|
減少
|
|
|
2022
|
Novare Capital Management
Charlotte,
North Carolina
|
$38.5万
|
+$2,116
|
1
|
0.04%
|
買い増し
|
|
|
2023
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$38.5万
|
+$6,498
|
1
|
0.1%
|
買い増し
|
|
|
2024
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$38.5万
|
+$2.27万
|
1
|
0.1%
|
買い増し
|
|
|
2025
|
Independent Investors Inc
Nesconset,
New York
|
$38.4万
|
-$10.6万
|
1
|
0.09%
|
減少
|
|
