|
2001
|
Cary Street Partners
Richmond,
Virginia
|
US$25.2만
|
-US$32.5만
|
2
|
0.01%
|
축소
|
|
|
2002
|
Ironwood Financial
Tucson,
Arizona
|
US$25.1만
|
-US$1.2만
|
1
|
0.04%
|
축소
|
|
|
2003
|
Faithward Advisors
Lancaster,
Pennsylvania
|
US$24.9만
|
+US$22.8만
|
1
|
0.03%
|
신규
|
|
|
2004
|
Anchyra Partners
Atlanta,
Georgia
|
US$24.9만
|
+US$1.84만
|
1
|
0.06%
|
증가
|
|
|
2005
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
US$24.9만
|
-US$2.56만
|
1
|
0.2%
|
축소
|
|
|
2006
|
Hudson Value Partners
Palm Beach,
Florida
|
US$24.9만
|
+US$24.6만
|
1
|
0.06%
|
신규
|
|
|
2007
|
Vanguard National Trust
Malvern,
Pennsylvania
|
US$24.8만
|
+US$2.32천
|
6
|
0.01%
|
증가
|
|
|
2008
|
Silver Oak Securities
Jackson,
Tennessee
|
US$24.8만
|
+US$22.7만
|
1
|
0.02%
|
신규
|
|
|
2009
|
Brown Miller Wealth Management
Mclean,
Virginia
|
US$24.7만
|
US$0
|
1
|
0.06%
|
유지됨
|
|
|
2010
|
DV Trading
Chicago,
Illinois
|
US$24.7만
|
+US$21.3만
|
1
|
0.01%
|
신규
|
|
|
2011
|
Instrumental Wealth
Tampa,
Florida
|
US$24.6만
|
-US$5.63천
|
1
|
0.12%
|
축소
|
|
|
2012
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
US$24.6만
|
+US$22.5만
|
1
|
0.02%
|
신규
|
|
|
2013
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
US$24.4만
|
-US$1.23만
|
1
|
0.11%
|
축소
|
|
|
2014
|
Cross Staff Investments
Pittsford,
New York
|
US$24.4만
|
US$0
|
1
|
0.14%
|
유지됨
|
|
|
2015
|
Westhampton Capital
Winston-Salem,
North Carolina
|
US$24.4만
|
US$0
|
1
|
0.1%
|
유지됨
|
|
|
2016
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
US$24.4만
|
-US$24.7만
|
1
|
0.03%
|
축소
|
|
|
2017
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
US$24.2만
|
US$0
|
1
|
0.18%
|
유지됨
|
|
|
2018
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
US$24.2만
|
US$0
|
1
|
0.05%
|
유지됨
|
|
|
2019
|
Knightsbridge Asset Management
Newport Beach,
California
|
US$24.1만
|
-US$512만
|
1
|
0.03%
|
축소
|
|
|
2020
|
Virtus ETF Advisers
New York
|
US$24.1만
|
+US$19.3만
|
1
|
0.09%
|
신규
|
|
|
2021
|
Aventura Private Wealth
Aventura,
Florida
|
US$24.1만
|
+US$6.3만
|
7
|
0.07%
|
증가
|
|
|
2022
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
US$24만
|
-US$6.98만
|
1
|
0.08%
|
축소
|
|
|
2023
|
Orchard Capital Management
Chicago,
Illinois
|
US$24만
|
+US$20.7만
|
1
|
0.23%
|
신규
|
|
|
2024
|
Private Wealth Management Group
Princeton,
New Jersey
|
US$23.9만
|
+US$8.99만
|
12
|
0.06%
|
증가
|
|
|
2025
|
Kilter Group
Rhinebeck,
New York
|
US$23.9만
|
-US$1.83천
|
12
|
0.09%
|
축소
|
|