|
2001
|
Callan Family Office
Radnor,
Pennsylvania
|
$74.2万
|
-$143万
|
1
|
0.06%
|
減少
|
|
|
2002
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$74.1万
|
-$2.45万
|
1
|
0.09%
|
減少
|
|
|
2003
|
NWF Advisory Services
Los Angeles,
California
|
$73.9万
|
+$17.6万
|
1
|
0.1%
|
買い増し
|
|
|
2004
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$73.9万
|
+$1,223
|
1
|
0.43%
|
買い増し
|
|
|
2005
|
Curat Global
Springfield,
New Hampshire
|
$73.9万
|
+$72.7万
|
1
|
0.9%
|
新規
|
|
|
2006
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$73.9万
|
$0
|
1
|
0.15%
|
維持
|
|
|
2007
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$73.8万
|
-$489
|
1
|
0.05%
|
減少
|
|
|
2008
|
Quintet Private Bank (Europe)
Luxembourg
|
$73.8万
|
+$17.7万
|
1
|
0.04%
|
買い増し
|
|
|
2009
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$73.4万
|
+$245
|
1
|
0.63%
|
買い増し
|
|
|
2010
|
Nemes Rush Group
Novi,
Michigan
|
$73.3万
|
-$9,427
|
3
|
0.09%
|
減少
|
|
|
2011
|
Facet Wealth Inc
Baltimore,
Maryland
|
$73.2万
|
+$1.57万
|
1
|
0.02%
|
買い増し
|
|
|
2012
|
Beacon Financial Group
Dallas,
Texas
|
$73.1万
|
-$3.03万
|
1
|
0.08%
|
減少
|
|
|
2013
|
D'Orazio & Associates
Falls Church,
Virginia
|
$73万
|
+$1.83万
|
1
|
0.11%
|
買い増し
|
|
|
2014
|
Professional Advisory Services
Vero Beach,
Florida
|
$72.9万
|
$0
|
1
|
0.1%
|
維持
|
|
|
2015
|
Sand Hill Global Advisors
Palo Alto,
California
|
$72.8万
|
-$6.85万
|
1
|
0.03%
|
減少
|
|
|
2016
|
EARNEST Partners
Atlanta,
Georgia
|
$72.7万
|
-$2.86万
|
1
|
0%
|
減少
|
|
|
2017
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$72.7万
|
+$9.15万
|
1
|
0.08%
|
買い増し
|
|
|
2018
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$72.7万
|
$0
|
1
|
0.41%
|
維持
|
|
|
2019
|
Howard Capital Management Group
Los Angeles,
California
|
$72.5万
|
+$7,338
|
1
|
0.06%
|
買い増し
|
|
|
2020
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$72.4万
|
-$5.14万
|
1
|
0.44%
|
減少
|
|
|
2021
|
L.K. Benson & Company
Baltimore,
Maryland
|
$72.1万
|
$0
|
1
|
0.5%
|
維持
|
|
|
2022
|
OneAscent Family Office
Birmingham,
Alabama
|
$72万
|
+$27.9万
|
1
|
0.67%
|
買い増し
|
|
|
2023
|
Tortoise Investment Management
White Plains,
New York
|
$72万
|
-$2,935
|
2
|
0.07%
|
減少
|
|
|
2024
|
Syon Capital
San Francisco,
California
|
$72万
|
+$22.2万
|
1
|
0.06%
|
買い増し
|
|
|
2025
|
Citizens Business Bank
Ontario,
California
|
$71.9万
|
+$44.3万
|
1
|
0.16%
|
買い増し
|
|
