|
2001
|
Carr Financial Group
Worcester,
Massachusetts
|
US$60.6萬
|
+US$1,831
|
1
|
0.14%
|
增持
|
|
|
2002
|
Manhattan West Asset Management
Los Angeles,
California
|
US$60.5萬
|
+US$1.3萬
|
1
|
0.1%
|
增持
|
|
|
2003
|
Garde Capital
Seattle,
Washington
|
US$60.5萬
|
+US$3.69萬
|
1
|
0.03%
|
增持
|
|
|
2004
|
JGP Wealth Management
Bend,
Oregon
|
US$60.4萬
|
+US$2.11萬
|
1
|
0.05%
|
增持
|
|
|
2005
|
AM Investment Strategies
Chattanooga,
Tennessee
|
US$60.1萬
|
+US$8,927
|
1
|
0.12%
|
增持
|
|
|
2006
|
|
US$60萬
|
US$0
|
1
|
0.19%
|
維持不變
|
|
|
2007
|
Valmark Advisers
Akron,
Ohio
|
US$60萬
|
-US$1,602
|
1
|
0.01%
|
減碼
|
|
|
2008
|
Clarity Financial
Houston,
Texas
|
US$59.8萬
|
-US$2421萬
|
1
|
0.05%
|
減碼
|
|
|
2009
|
WBH Advisory
Baltimore,
Maryland
|
US$59.7萬
|
US$0
|
1
|
0.04%
|
維持不變
|
|
|
2010
|
WNY Asset Management
Williamsville,
New York
|
US$59.7萬
|
+US$1.08萬
|
1
|
0.05%
|
增持
|
|
|
2011
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
US$59.7萬
|
-US$5.2萬
|
1
|
0.11%
|
減碼
|
|
|
2012
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
US$59.5萬
|
+US$7,554
|
1
|
0.09%
|
增持
|
|
|
2013
|
1900 Wealth Management
San Antonio,
Texas
|
US$59.2萬
|
+US$39.7萬
|
1
|
0.03%
|
新
|
|
|
2014
|
Northbridge Financial Group
Tampa,
Florida
|
US$59.2萬
|
+US$39.7萬
|
1
|
0.23%
|
新
|
|
|
2015
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
US$59.1萬
|
-US$1.56萬
|
1
|
0.2%
|
減碼
|
|
|
2016
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
US$59萬
|
-US$5.93萬
|
1
|
0.22%
|
減碼
|
|
|
2017
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
US$59萬
|
+US$4,120
|
1
|
0.11%
|
增持
|
|
|
2018
|
Precedent Wealth Partners
Houston,
Texas
|
US$59萬
|
+US$39.6萬
|
1
|
0.1%
|
新
|
|
|
2019
|
3Chopt Investment Partners
Richmond,
Virginia
|
US$58.7萬
|
+US$39.4萬
|
1
|
0.11%
|
新
|
|
|
2020
|
Ellsworth Advisors
Hudson,
Ohio
|
US$58.6萬
|
US$0
|
1
|
0.1%
|
維持不變
|
|
|
2021
|
Green Ridge Wealth Planning
Montville,
New Jersey
|
US$58.6萬
|
+US$229
|
1
|
0.25%
|
增持
|
|
|
2022
|
Highview Capital Management
Buffalo Grove,
Illinois
|
US$58.6萬
|
+US$39.3萬
|
1
|
0.17%
|
新
|
|
|
2023
|
Nadler Financial Group
Deerfield,
Illinois
|
US$58.6萬
|
-US$4,120
|
1
|
0.05%
|
減碼
|
|
|
2024
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
US$58.4萬
|
-US$1.97萬
|
1
|
0.11%
|
減碼
|
|
|
2025
|
Bay Rivers Group
Williamsburg,
Virginia
|
US$58.1萬
|
-US$5.38萬
|
1
|
0.2%
|
減碼
|
|
