|
2001
|
Kelly Lawrence W & Associates
Pasadens,
California
|
US$66.1만
|
US$0
|
1
|
0.15%
|
유지됨
|
|
|
2002
|
WMG Financial Advisors
Knoxville,
Tennessee
|
US$66만
|
+US$445
|
1
|
0.28%
|
증가
|
|
|
2003
|
|
US$65.9만
|
+US$66.8만
|
1
|
0.1%
|
신규
|
|
|
2004
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
US$65.8만
|
+US$7.9만
|
2
|
0.14%
|
증가
|
|
|
2005
|
Navis Wealth Advisors
Rye Brook,
New York
|
US$65.8만
|
+US$8.24천
|
1
|
0.72%
|
증가
|
|
|
2006
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
US$65.7만
|
+US$3.18만
|
1
|
0.2%
|
증가
|
|
|
2007
|
McDaniel Terry & Co
Austin,
Texas
|
US$65.7만
|
US$0
|
1
|
0.05%
|
유지됨
|
|
|
2008
|
Davidson Trust Company
Seattle,
Washington
|
US$65.6만
|
-US$8만
|
1
|
0.34%
|
축소
|
|
|
2009
|
Evoke Wealth
Los Angeles,
California
|
US$65.6만
|
+US$7.8천
|
1
|
0.02%
|
증가
|
|
|
2010
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
US$65.5만
|
-US$3.32만
|
1
|
0.32%
|
축소
|
|
|
2011
|
Emergent Wealth Advisors
Williamsville,
New York
|
US$65.4만
|
+US$1.76만
|
1
|
0.47%
|
증가
|
|
|
2012
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
US$65.3만
|
US$0
|
1
|
0.04%
|
유지됨
|
|
|
2013
|
E&G Advisors
Houston,
Texas
|
US$65.3만
|
-US$2.23만
|
1
|
0.18%
|
축소
|
|
|
2014
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
US$65.3만
|
-US$12.2만
|
1
|
0.14%
|
축소
|
|
|
2015
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
US$65.2만
|
+US$2천
|
1
|
0.39%
|
증가
|
|
|
2016
|
Opal Wealth Advisors
Jericho,
New York
|
US$65.1만
|
+US$7.1만
|
1
|
0.2%
|
증가
|
|
|
2017
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
US$65.1만
|
+US$66만
|
1
|
0.49%
|
신규
|
|
|
2018
|
Round Hill Asset Management
Pasadena,
California
|
US$64.9만
|
-US$56.8만
|
1
|
0.46%
|
축소
|
|
|
2019
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
US$64.9만
|
+US$1.11천
|
1
|
0.54%
|
증가
|
|
|
2020
|
Tortoise Investment Management
White Plains,
New York
|
US$64.9만
|
+US$2.2만
|
2
|
0.07%
|
증가
|
|
|
2021
|
Intrua Financial
Houston,
Texas
|
US$64.9만
|
-US$8.2만
|
1
|
0.1%
|
축소
|
|
|
2022
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
US$64.8만
|
+US$7.51만
|
1
|
0.05%
|
증가
|
|
|
2023
|
First Foundation Advisors
Irvine,
California
|
US$64.7만
|
+US$1.67만
|
1
|
0.02%
|
증가
|
|
|
2024
|
Professional Advisory Services
Vero Beach,
Florida
|
US$64.5만
|
US$0
|
1
|
0.09%
|
유지됨
|
|
|
2025
|
Hengehold Capital Management
Cincinnati,
Ohio
|
US$64.4만
|
-US$6.46천
|
1
|
0.06%
|
축소
|
|
