|
2001
|
Concord Wealth Partners
Abingdon,
Virginia
|
US$30.4만
|
+US$9.6만
|
2
|
0.06%
|
증가
|
|
|
2002
|
|
US$30.3만
|
US$0
|
1
|
0.08%
|
유지됨
|
|
|
2003
|
Catalyst Capital Advisors
Huntington,
New York
|
US$30.3만
|
US$0
|
1
|
0.01%
|
유지됨
|
|
|
2004
|
Hemington Wealth Management
Falls Church,
Virginia
|
US$30.3만
|
-US$2.56천
|
1
|
0.14%
|
축소
|
|
|
2005
|
Inspire Advisors
Meridian,
Idaho
|
US$30.3만
|
+US$30.7만
|
1
|
0.05%
|
신규
|
|
|
2006
|
Hamilton Capital
Columbus,
Ohio
|
US$30.2만
|
+US$1.29만
|
1
|
0.02%
|
증가
|
|
|
2007
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
US$30.2만
|
-US$3.67만
|
1
|
0.08%
|
축소
|
|
|
2008
|
Family Management
New York
|
US$30.2만
|
US$0
|
1
|
0.07%
|
유지됨
|
|
|
2009
|
Progressive Investment Management
Lake Oswego,
Oregon
|
US$30.2만
|
US$0
|
1
|
0.1%
|
유지됨
|
|
|
2010
|
|
US$30.1만
|
US$0
|
1
|
0.11%
|
유지됨
|
|
|
2011
|
Howard Financial Services
Dallas,
Texas
|
US$30.1만
|
+US$1.54만
|
1
|
0.07%
|
증가
|
|
|
2012
|
HFG Advisors
Cincinatti,
Ohio
|
US$30.1만
|
-US$427
|
1
|
0.33%
|
축소
|
|
|
2013
|
Matthew Hamilton Rosenberg
|
US$30만
|
+US$1.38만
|
1
|
0.1%
|
증가
|
|
|
2014
|
Journey Advisory Group
Covington,
Kentucky
|
US$30만
|
+US$2.85만
|
1
|
0.04%
|
증가
|
|
|
2015
|
Southland Equity Partners
Wildwood,
Missouri
|
US$30만
|
+US$8.11천
|
1
|
0.1%
|
증가
|
|
|
2016
|
Insight 2811 Inc
Chicago,
Illinois
|
US$30만
|
-US$711
|
1
|
0.17%
|
축소
|
|
|
2017
|
Davis Investment Partners
Charlotte,
North Carolina
|
US$29.9만
|
+US$30.1만
|
1
|
0.16%
|
신규
|
|
|
2018
|
Triad Financial Advisors
Greensboro,
North Carolina
|
US$29.9만
|
+US$2.55만
|
1
|
0.11%
|
증가
|
|
|
2019
|
Holistic Financial Partners
Indianapolis,
Indiana
|
US$29.8만
|
US$0
|
1
|
0.2%
|
유지됨
|
|
|
2020
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
US$29.8만
|
US$0
|
1
|
0.15%
|
유지됨
|
|
|
2021
|
Benedetti & Gucer
Atlanta,
Georgia
|
US$29.8만
|
+US$1.79만
|
1
|
0.16%
|
증가
|
|
|
2022
|
Sterling Financial Planning
Sparta,
New Jersey
|
US$29.8만
|
-US$8.11천
|
1
|
0.15%
|
축소
|
|
|
2023
|
Alpine Global Management
New York
|
US$29.8만
|
+US$11.8만
|
1
|
0.07%
|
증가
|
|
|
2024
|
Lazari Capital Management
Woodland Hills,
California
|
US$29.7만
|
-US$12.8만
|
1
|
0.18%
|
축소
|
|
|
2025
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
US$29.7만
|
-US$4.7만
|
1
|
0.11%
|
축소
|
|
