|
2001
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
US$26.2만
|
US$0
|
1
|
0.09%
|
유지됨
|
|
|
2002
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
US$26.1만
|
+US$23.4만
|
1
|
0.07%
|
신규
|
|
|
2003
|
Poehling Capital Management
Madison,
Wisconsin
|
US$26.1만
|
+US$27.1만
|
1
|
0.06%
|
신규
|
|
|
2004
|
Community Bank
Dewitt,
New York
|
US$26.1만
|
US$0
|
2
|
0.03%
|
유지됨
|
|
|
2005
|
Empower Advisory Group
Greenwood Village,
Colorado
|
US$26.1만
|
-US$3.21만
|
1
|
0%
|
축소
|
|
|
2006
|
Verus Financial Partners
Richmond,
Virginia
|
US$26만
|
US$0
|
1
|
0.02%
|
유지됨
|
|
|
2007
|
HBW Advisory Services
Simi Valley,
California
|
US$26만
|
+US$23.3만
|
1
|
0.02%
|
신규
|
|
|
2008
|
Townsend Asset Management
Raleigh,
North Carolina
|
US$26만
|
+US$27만
|
1
|
0.08%
|
신규
|
|
|
2009
|
Daybright Advisory Services
Miami,
Florida
|
US$25.8만
|
+US$34.1만
|
1
|
0.06%
|
신규
|
|
|
2010
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
US$25.7만
|
+US$26.7만
|
1
|
0.16%
|
신규
|
|
|
2011
|
Swiss Re
Zurich,
Switzerland
|
US$25.7만
|
+US$22.6만
|
2
|
0.02%
|
증가
|
|
|
2012
|
Sittner & Nelson
Eugene,
Oregon
|
US$25.3만
|
US$0
|
1
|
0.08%
|
유지됨
|
|
|
2013
|
Trustco Bank (New York)
Albany,
New York
|
US$25.3만
|
+US$26.3만
|
1
|
0.18%
|
신규
|
|
|
2014
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
US$25.2만
|
+US$4.31천
|
3
|
0.07%
|
증가
|
|
|
2015
|
Capital Planning
Bellevue,
Washington
|
US$25.1만
|
+US$26.1만
|
1
|
0.07%
|
신규
|
|
|
2016
|
Advisors Management Group
La Crosse,
Wisconsin
|
US$25만
|
+US$22.5만
|
1
|
0.04%
|
신규
|
|
|
2017
|
17 Capital Partners
Pheonix,
Arizona
|
US$24.8만
|
-US$6.11천
|
1
|
0.11%
|
축소
|
|
|
2018
|
First International Bank of Israel
Tel Aviv,
|
US$24.8만
|
+US$18만
|
1
|
0.07%
|
신규
|
|
|
2019
|
|
US$24.7만
|
+US$25.7만
|
1
|
0.03%
|
신규
|
|
|
2020
|
PFW Advisors
Atlanta,
Georgia
|
US$24.7만
|
+US$17.9만
|
1
|
0.07%
|
신규
|
|
|
2021
|
Reflection Asset Management
Isle Of Palms,
South Carolina
|
US$24.6만
|
+US$5.53만
|
1
|
0.12%
|
증가
|
|
|
2022
|
Sagewood Asset Management
New York
|
US$24.6만
|
+US$25.6만
|
1
|
0.06%
|
신규
|
|
|
2023
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
US$24.6만
|
+US$25.5만
|
1
|
0.01%
|
신규
|
|
|
2024
|
Michels Family Financial
Fort Worth,
Texas
|
US$24.6만
|
+US$17.8만
|
1
|
0.16%
|
신규
|
|
|
2025
|
Heffernan Advisory
Flagstaff,
Arizona
|
US$24.5만
|
+US$25.5만
|
1
|
0.21%
|
신규
|
|
