|
2001
|
Firestone Capital Management
Coral Gables,
Florida
|
$115万
|
+$2,096
|
1
|
0.24%
|
買い増し
|
|
|
2002
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
$115万
|
$0
|
1
|
0%
|
維持
|
|
|
2003
|
Griffith & Werner
Canton,
Georgia
|
$115万
|
-$9,883
|
1
|
0.59%
|
減少
|
|
|
2004
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$115万
|
-$6.8万
|
1
|
0.23%
|
減少
|
|
|
2005
|
Planned Solutions
Folsom,
California
|
$115万
|
+$7,487
|
1
|
0.37%
|
買い増し
|
|
|
2006
|
Main Street Group
Glen Allen,
Virginia
|
$115万
|
+$2.29万
|
1
|
0.4%
|
買い増し
|
|
|
2007
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$115万
|
+$1,198
|
1
|
0.53%
|
買い増し
|
|
|
2008
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$115万
|
-$1.86万
|
1
|
0.28%
|
減少
|
|
|
2009
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$114万
|
-$898
|
1
|
0.5%
|
減少
|
|
|
2010
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$114万
|
+$20.2万
|
2
|
0.28%
|
買い増し
|
|
|
2011
|
Montis Financial
Waltham,
Massachusetts
|
$114万
|
+$299
|
1
|
0.23%
|
買い増し
|
|
|
2012
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$114万
|
-$299
|
1
|
0.11%
|
減少
|
|
|
2013
|
Lafayette Investments
Ashton,
Maryland
|
$114万
|
$0
|
1
|
0.22%
|
維持
|
|
|
2014
|
IMZ Advisory
Boca Raton,
Florida
|
$114万
|
+$299
|
1
|
0.42%
|
買い増し
|
|
|
2015
|
Roundview Capital
Princeton,
New Jersey
|
$114万
|
+$15.7万
|
1
|
0.07%
|
買い増し
|
|
|
2016
|
Aviance Capital Partners
Naples,
Florida
|
$113万
|
$0
|
1
|
0.13%
|
維持
|
|
|
2017
|
Berkeley Capital Partners
Milton,
Georgia
|
$113万
|
-$26.5万
|
1
|
0.27%
|
減少
|
|
|
2018
|
Center for Financial Planning
Southfied,
Michigan
|
$113万
|
+$1.51万
|
3
|
0.12%
|
買い増し
|
|
|
2019
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$113万
|
+$24.4万
|
3
|
0.07%
|
買い増し
|
|
|
2020
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$112万
|
+$114万
|
1
|
0.39%
|
新規
|
|
|
2021
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$112万
|
-$1.32万
|
1
|
0.45%
|
減少
|
|
|
2022
|
Tripletail Wealth Management
Orlando,
Florida
|
$112万
|
+$19.3万
|
4
|
1.42%
|
買い増し
|
|
|
2023
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$112万
|
+$26.3万
|
1
|
0.53%
|
買い増し
|
|
|
2024
|
Hutchinson Capital Management
San Rafael,
California
|
$112万
|
+$14万
|
1
|
0.19%
|
買い増し
|
|
|
2025
|
Vista Investment Partners II
Richmond,
Indiana
|
$112万
|
+$9.43万
|
1
|
0.48%
|
買い増し
|
|
