|
2001
|
Caldwell Trust
Venice,
Florida
|
US$1.71萬
|
+US$1.7萬
|
1
|
0%
|
新
|
|
|
2002
|
ESL Trust Services
Rochester,
New York
|
US$1.71萬
|
+US$1.7萬
|
1
|
0%
|
新
|
|
|
2003
|
Kimelman & Baird
New York
|
US$1.71萬
|
+US$1.7萬
|
1
|
0%
|
新
|
|
|
2004
|
Salomon & Ludwin
Richmond,
Virginia
|
US$1.68萬
|
-US$3,188
|
1
|
0%
|
減碼
|
|
|
2005
|
CGC Financial Services
Lake Oswego,
Oregon
|
US$1.64萬
|
+US$1.63萬
|
1
|
0%
|
新
|
|
|
2006
|
Hughes Financial Services
Herndon,
Virginia
|
US$1.64萬
|
+US$1.36萬
|
2
|
0%
|
增持
|
|
|
2007
|
First Bancorp
Damariscotta,
Maine
|
US$1.61萬
|
+US$1.6萬
|
1
|
0.01%
|
新
|
|
|
2008
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
US$1.58萬
|
+US$9,488
|
2
|
0.01%
|
增持
|
|
|
2009
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
US$1.57萬
|
+US$1.56萬
|
1
|
0%
|
新
|
|
|
2010
|
GoalVest Advisory
New York
|
US$1.55萬
|
+US$1.54萬
|
2
|
0%
|
新
|
|
|
2011
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
US$1.54萬
|
+US$1.53萬
|
1
|
0.01%
|
新
|
|
|
2012
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
US$1.52萬
|
US$0
|
1
|
0.01%
|
維持不變
|
|
|
2013
|
TOP Private Wealth
Glastonbury,
Connecticut
|
US$1.49萬
|
+US$1.48萬
|
1
|
0.01%
|
新
|
|
|
2014
|
Private Wealth Management Group
Princeton,
New Jersey
|
US$1.45萬
|
+US$1.44萬
|
1
|
0%
|
新
|
|
|
2015
|
Gill Capital Partners
Denver,
Colorado
|
US$1.45萬
|
+US$1.44萬
|
2
|
0%
|
新
|
|
|
2016
|
Aspect Partners
Fairfax,
Virginia
|
US$1.39萬
|
+US$3,692
|
2
|
0.01%
|
增持
|
|
|
2017
|
PlanVest Financial
Gaithersburg,
Maryland
|
US$1.38萬
|
+US$1.38萬
|
1
|
0.01%
|
新
|
|
|
2018
|
Quadrant Capital Group
Cincinnati,
Ohio
|
US$1.38萬
|
-US$1.49萬
|
1
|
0%
|
減碼
|
|
|
2019
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
US$1.38萬
|
+US$4,599
|
2
|
0.01%
|
增持
|
|
|
2020
|
Monetary Management Group
St Louis,
Missouri
|
US$1.37萬
|
+US$1.36萬
|
1
|
0%
|
新
|
|
|
2021
|
Cromwell Holdings
Jackson,
Wyoming
|
US$1.35萬
|
+US$5,380
|
1
|
0.01%
|
增持
|
|
|
2022
|
Princeton Global Asset Management
Princeton,
New Jersey
|
US$1.35萬
|
+US$1.34萬
|
1
|
0%
|
新
|
|
|
2023
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
US$1.34萬
|
+US$1.32萬
|
2
|
0.02%
|
新
|
|
|
2024
|
Clark Wealth Partners
O'fallon,
Illinois
|
US$1.32萬
|
+US$1.31萬
|
1
|
0.01%
|
新
|
|
|
2025
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
US$1.23萬
|
+US$1.22萬
|
1
|
0%
|
新
|
|
