|
2001
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$46.1万
|
-$12.6万
|
1
|
0.09%
|
減少
|
|
|
2002
|
United Asset Strategies
Garden City,
New York
|
$46.1万
|
-$547
|
1
|
0.05%
|
減少
|
|
|
2003
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$46万
|
+$12.9万
|
1
|
0.09%
|
買い増し
|
|
|
2004
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$46万
|
$0
|
1
|
0.05%
|
維持
|
|
|
2005
|
CFM Wealth Partners
Austin,
Texas
|
$46万
|
-$13.1万
|
1
|
0.09%
|
減少
|
|
|
2006
|
Summitry LLC
Foster City,
California
|
$46万
|
+$1.99万
|
1
|
0.02%
|
買い増し
|
|
|
2007
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$46万
|
-$2,736
|
1
|
0.04%
|
減少
|
|
|
2008
|
Alta Advisers
London,
United Kingdom
|
$45.8万
|
$0
|
1
|
0.23%
|
維持
|
|
|
2009
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$45.8万
|
$0
|
1
|
0.02%
|
維持
|
|
|
2010
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$45.8万
|
$0
|
1
|
0.03%
|
維持
|
|
|
2011
|
Private Wealth Partners
Mill Valley,
California
|
$45.8万
|
-$16.7万
|
1
|
0.04%
|
減少
|
|
|
2012
|
Novare Capital Management
Charlotte,
North Carolina
|
$45.6万
|
+$7,115
|
1
|
0.04%
|
買い増し
|
|
|
2013
|
WealthShield Partners
Cary,
North Carolina
|
$45.6万
|
+$1,095
|
1
|
0.07%
|
買い増し
|
|
|
2014
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$45.6万
|
+$547
|
1
|
0.35%
|
買い増し
|
|
|
2015
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$45.5万
|
+$6.28万
|
1
|
0.04%
|
買い増し
|
|
|
2016
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$45.4万
|
-$1.04万
|
1
|
0.1%
|
減少
|
|
|
2017
|
Acropolis Investment Management
St. Louis,
Missouri
|
$45.3万
|
-$2.9万
|
1
|
0.03%
|
減少
|
|
|
2018
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$45.3万
|
+$9,486
|
1
|
0.09%
|
買い増し
|
|
|
2019
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$45.2万
|
-$1.59万
|
1
|
0.18%
|
減少
|
|
|
2020
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$45.2万
|
+$1,459
|
1
|
0.11%
|
買い増し
|
|
|
2021
|
West Bancorporation
West Des Moines,
Iowa
|
$45.2万
|
-$9,122
|
1
|
0.3%
|
減少
|
|
|
2022
|
Five Oceans Advisors
Santa Monica,
California
|
$45万
|
+$547
|
1
|
0.23%
|
買い増し
|
|
|
2023
|
Waterfront Wealth
Overland Park,
Kansas
|
$45万
|
-$96.2万
|
1
|
0.13%
|
減少
|
|
|
2024
|
Park Edge Advisors
Cleveland,
Ohio
|
$44.9万
|
-$1.84万
|
1
|
0.13%
|
減少
|
|
|
2025
|
Independent Investors Inc
Nesconset,
New York
|
$44.9万
|
$0
|
1
|
0.11%
|
維持
|
|
