|
2001
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$79.3万
|
-$36.7万
|
1
|
0.2%
|
減少
|
|
|
2002
|
Means Investment Company
Bangor,
Maine
|
$79.2万
|
+$21万
|
1
|
0.06%
|
買い増し
|
|
|
2003
|
Expressive Wealth
Chicago,
Illinois
|
$79.1万
|
-$3,062
|
1
|
0.75%
|
減少
|
|
|
2004
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$78.8万
|
-$6.63万
|
1
|
0.38%
|
減少
|
|
|
2005
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$78.6万
|
-$18.5万
|
1
|
0.06%
|
減少
|
|
|
2006
|
Allen Capital Group
Grand Island,
Nebraska
|
$78.4万
|
+$1.22万
|
1
|
0.06%
|
買い増し
|
|
|
2007
|
Madison Wealth Partners
Madison,
Wisconsin
|
$78.3万
|
+$15.3万
|
1
|
0.1%
|
買い増し
|
|
|
2008
|
Gould Asset Management
Claremont,
California
|
$78.3万
|
+$4.18万
|
2
|
0.12%
|
買い増し
|
|
|
2009
|
Capital Performance Advisors
Walnut Creek,
California
|
$78.1万
|
-$84.1万
|
1
|
0.05%
|
減少
|
|
|
2010
|
Denali Advisors
San Diego,
California
|
$78.1万
|
+$67.9万
|
1
|
0.08%
|
新規
|
|
|
2011
|
Range Financial Group
Tigard,
Oregon
|
$77.8万
|
+$67.6万
|
1
|
0.21%
|
新規
|
|
|
2012
|
Tactive Advisors
Jacksonville,
Florida
|
$77.8万
|
-$79.9万
|
1
|
0.19%
|
減少
|
|
|
2013
|
Collaborative Fund Advisors
Reno,
Nevada
|
$77.7万
|
-$38.6万
|
1
|
0.45%
|
減少
|
|
|
2014
|
Bank of Marin
Novato,
California
|
$77.7万
|
-$10.7万
|
1
|
0.54%
|
減少
|
|
|
2015
|
Cozad Asset Management
Champaign,
Illinois
|
$77.2万
|
-$3.78万
|
1
|
0.05%
|
減少
|
|
|
2016
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$77.2万
|
+$2.04万
|
1
|
0.13%
|
買い増し
|
|
|
2017
|
Snider Financial Group
Bellevue,
Washington
|
$76.8万
|
$0
|
1
|
0.2%
|
維持
|
|
|
2018
|
Nadler Financial Group
Deerfield,
Illinois
|
$76.8万
|
-$1,021
|
1
|
0.07%
|
減少
|
|
|
2019
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$76.4万
|
+$19万
|
1
|
0.2%
|
買い増し
|
|
|
2020
|
Oakworth Capital
Birmingham,
Alabama
|
$76.3万
|
+$1.12万
|
1
|
0.04%
|
買い増し
|
|
|
2021
|
Lodestar Private Asset Management
Alamo,
California
|
$76万
|
$0
|
1
|
0.07%
|
維持
|
|
|
2022
|
Widmann Financial Services
Bowie,
Maryland
|
$75.9万
|
$0
|
1
|
0.41%
|
維持
|
|
|
2023
|
Signal Advisors Wealth
Detroit,
Michigan
|
$75.7万
|
+$25万
|
1
|
0.04%
|
買い増し
|
|
|
2024
|
denkapparat Operations
Berlin,
Germany
|
$75.7万
|
+$65.7万
|
1
|
0.25%
|
新規
|
|
|
2025
|
Central Valley Advisors
Sacramento,
California
|
$75.6万
|
$0
|
1
|
0.19%
|
維持
|
|
