|
2001
|
Strong Tower Advisory Services
Minneapolis,
Minnesota
|
$93万
|
+$3.77万
|
1
|
0.18%
|
買い増し
|
|
|
2002
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$92.8万
|
-$1.22万
|
1
|
0.23%
|
減少
|
|
|
2003
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$92.8万
|
-$1.6万
|
1
|
0.18%
|
減少
|
|
|
2004
|
Howe & Rusling
Rochester,
New York
|
$92.8万
|
+$19.3万
|
1
|
0.06%
|
買い増し
|
|
|
2005
|
Oxbow Advisors
Austin,
Texas
|
$92.6万
|
-$14.7万
|
1
|
0.08%
|
減少
|
|
|
2006
|
Emergent Wealth Advisors
Williamsville,
New York
|
$92.6万
|
+$30.7万
|
1
|
0.55%
|
買い増し
|
|
|
2007
|
Aviance Capital Partners
Naples,
Florida
|
$92.4万
|
$0
|
1
|
0.11%
|
維持
|
|
|
2008
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$92.3万
|
+$4.79万
|
2
|
0.22%
|
買い増し
|
|
|
2009
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$92.3万
|
-$1.43万
|
1
|
0.39%
|
減少
|
|
|
2010
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$92.3万
|
-$309万
|
6
|
0.15%
|
減少
|
|
|
2011
|
Legal Advantage Investments
Los Altos Hills,
California
|
$92.3万
|
+$11.5万
|
1
|
0.48%
|
買い増し
|
|
|
2012
|
Copia Wealth Management
Bend,
Oregon
|
$92.1万
|
+$72.5万
|
2
|
0.63%
|
買い増し
|
|
|
2013
|
Dorsey Wright & Associates
Pasadena,
California
|
$91.9万
|
-$383万
|
1
|
0.11%
|
減少
|
|
|
2014
|
AXQ Capital
Jersey City,
New Jersey
|
$91.7万
|
+$115万
|
3
|
0.12%
|
買い増し
|
|
|
2015
|
Planned Solutions
Folsom,
California
|
$91.7万
|
-$2.71万
|
1
|
0.3%
|
減少
|
|
|
2016
|
Oak Ridge Investments
Chicago,
Illinois
|
$91.6万
|
+$9.6万
|
1
|
0.06%
|
買い増し
|
|
|
2017
|
Archvest Wealth Advisors
Concord,
California
|
$91.6万
|
-$8.09万
|
1
|
0.59%
|
減少
|
|
|
2018
|
Carter Financial Group
Barrington,
Illinois
|
$91.6万
|
-$1.7万
|
2
|
0.57%
|
減少
|
|
|
2019
|
Clark Asset Management
Stratham,
New Hampshire
|
$91.6万
|
+$5.79万
|
1
|
0.09%
|
買い増し
|
|
|
2020
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$91.6万
|
+$2.71万
|
1
|
0.18%
|
買い増し
|
|
|
2021
|
Hutchinson Capital Management
San Rafael,
California
|
$91.6万
|
-$1,082
|
1
|
0.17%
|
減少
|
|
|
2022
|
TrustBank
Olney,
Illinois
|
$91.4万
|
+$56万
|
1
|
0.35%
|
買い増し
|
|
|
2023
|
Howard Capital Management Group
Los Angeles,
California
|
$91.3万
|
+$5.41万
|
1
|
0.06%
|
買い増し
|
|
|
2024
|
Persium Advisors
Atlanta,
Georgia
|
$91.2万
|
+$11.3万
|
1
|
0.72%
|
買い増し
|
|
|
2025
|
DF Dent & Co
Baltimore,
Maryland
|
$91.1万
|
$0
|
1
|
0.02%
|
維持
|
|
