|
2001
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$66.1万
|
$0
|
1
|
0.15%
|
維持
|
|
|
2002
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$66万
|
+$445
|
1
|
0.28%
|
買い増し
|
|
|
2003
|
|
$65.9万
|
+$66.8万
|
1
|
0.1%
|
新規
|
|
|
2004
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$65.8万
|
+$7.9万
|
2
|
0.14%
|
買い増し
|
|
|
2005
|
Navis Wealth Advisors
Rye Brook,
New York
|
$65.8万
|
+$8,240
|
1
|
0.72%
|
買い増し
|
|
|
2006
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$65.7万
|
+$3.18万
|
1
|
0.2%
|
買い増し
|
|
|
2007
|
McDaniel Terry & Co
Austin,
Texas
|
$65.7万
|
$0
|
1
|
0.05%
|
維持
|
|
|
2008
|
Davidson Trust Company
Seattle,
Washington
|
$65.6万
|
-$8万
|
1
|
0.34%
|
減少
|
|
|
2009
|
Evoke Wealth
Los Angeles,
California
|
$65.6万
|
+$7,795
|
1
|
0.02%
|
買い増し
|
|
|
2010
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$65.5万
|
-$3.32万
|
1
|
0.32%
|
減少
|
|
|
2011
|
Emergent Wealth Advisors
Williamsville,
New York
|
$65.4万
|
+$1.76万
|
1
|
0.47%
|
買い増し
|
|
|
2012
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$65.3万
|
$0
|
1
|
0.04%
|
維持
|
|
|
2013
|
E&G Advisors
Houston,
Texas
|
$65.3万
|
-$2.23万
|
1
|
0.18%
|
減少
|
|
|
2014
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$65.3万
|
-$12.2万
|
1
|
0.14%
|
減少
|
|
|
2015
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$65.2万
|
+$2,004
|
1
|
0.39%
|
買い増し
|
|
|
2016
|
Opal Wealth Advisors
Jericho,
New York
|
$65.1万
|
+$7.1万
|
1
|
0.2%
|
買い増し
|
|
|
2017
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$65.1万
|
+$66万
|
1
|
0.49%
|
新規
|
|
|
2018
|
Round Hill Asset Management
Pasadena,
California
|
$64.9万
|
-$56.8万
|
1
|
0.46%
|
減少
|
|
|
2019
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$64.9万
|
+$1,114
|
1
|
0.54%
|
買い増し
|
|
|
2020
|
Tortoise Investment Management
White Plains,
New York
|
$64.9万
|
+$2.2万
|
2
|
0.07%
|
買い増し
|
|
|
2021
|
Intrua Financial
Houston,
Texas
|
$64.9万
|
-$8.2万
|
1
|
0.1%
|
減少
|
|
|
2022
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$64.8万
|
+$7.51万
|
1
|
0.05%
|
買い増し
|
|
|
2023
|
First Foundation Advisors
Irvine,
California
|
$64.7万
|
+$1.67万
|
1
|
0.02%
|
買い増し
|
|
|
2024
|
Professional Advisory Services
Vero Beach,
Florida
|
$64.5万
|
$0
|
1
|
0.09%
|
維持
|
|
|
2025
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$64.4万
|
-$6,459
|
1
|
0.06%
|
減少
|
|
