|
2001
|
Wallace Advisory Group
Lafayette,
California
|
US$54.5만
|
US$0
|
1
|
0.4%
|
유지됨
|
|
|
2002
|
Bigelow Investment Advisors
Portland,
Maine
|
US$54.5만
|
US$0
|
1
|
0.24%
|
유지됨
|
|
|
2003
|
D. Scott Neal
Lexington,
Kentucky
|
US$54.5만
|
-US$588
|
1
|
0.29%
|
축소
|
|
|
2004
|
Coastline Trust
Providence,
Rhode Island
|
US$54.5만
|
US$0
|
1
|
0.06%
|
유지됨
|
|
|
2005
|
Nemes Rush Group
Novi,
Michigan
|
US$54.5만
|
+US$588
|
2
|
0.08%
|
증가
|
|
|
2006
|
Magnolia Capital Management
Cold Spring,
New York
|
US$54.3만
|
US$0
|
1
|
0.43%
|
유지됨
|
|
|
2007
|
Sinecera Capital
Austin,
Texas
|
US$54.2만
|
+US$2.16천
|
1
|
0.65%
|
증가
|
|
|
2008
|
Sonata Capital Group
Seattle,
Washington
|
US$54.1만
|
-US$7.45만
|
1
|
0.23%
|
축소
|
|
|
2009
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
US$54만
|
-US$1.86만
|
1
|
0.11%
|
축소
|
|
|
2010
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
US$53.9만
|
US$0
|
1
|
0.31%
|
유지됨
|
|
|
2011
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
US$53.7만
|
+US$45.6만
|
1
|
0.23%
|
증가
|
|
|
2012
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
US$53.7만
|
+US$17.8만
|
1
|
0.13%
|
증가
|
|
|
2013
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
US$53.7만
|
+US$26.1만
|
1
|
0.1%
|
증가
|
|
|
2014
|
RMR Wealth Builders
Montclair,
New Jersey
|
US$53.6만
|
+US$1.98만
|
1
|
0.06%
|
증가
|
|
|
2015
|
Fagan Associates
Troy,
New York
|
US$53.6만
|
+US$1.6만
|
2
|
0.09%
|
증가
|
|
|
2016
|
Acorn Financial Advisory Services
Reston,
Virginia
|
US$53.6만
|
US$0
|
1
|
0.09%
|
유지됨
|
|
|
2017
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
US$53.6만
|
+US$3.73만
|
1
|
0.05%
|
증가
|
|
|
2018
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
US$53.5만
|
+US$23.5만
|
1
|
0.09%
|
증가
|
|
|
2019
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
US$53.5만
|
US$0
|
1
|
0.08%
|
유지됨
|
|
|
2020
|
OneFund LLC
Saint Petersburg,
Florida
|
US$53.5만
|
+US$4.71천
|
1
|
0.54%
|
증가
|
|
|
2021
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
US$53.4만
|
+US$23.7만
|
1
|
0.28%
|
증가
|
|
|
2022
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
US$53.2만
|
+US$3.65천
|
2
|
0.38%
|
증가
|
|
|
2023
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
US$53.1만
|
US$0
|
1
|
0.02%
|
유지됨
|
|
|
2024
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
US$53.1만
|
US$0
|
1
|
0.03%
|
유지됨
|
|
|
2025
|
Quintet Private Bank (Europe)
Luxembourg
|
US$53만
|
+US$3.59만
|
1
|
0.03%
|
증가
|
|
