|
2001
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
US$28.3萬
|
US$0
|
1
|
0.11%
|
維持不變
|
|
|
2002
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
US$28.3萬
|
-US$1.62萬
|
1
|
0.04%
|
減碼
|
|
|
2003
|
UAS Asset Management
New York
|
US$28.2萬
|
+US$27萬
|
1
|
0.08%
|
新
|
|
|
2004
|
Key Financial Inc
West Chester,
Pennsylvania
|
US$28.1萬
|
+US$1.62萬
|
1
|
0.15%
|
增持
|
|
|
2005
|
Financial Management Network
Mission Viejo,
California
|
US$28萬
|
+US$540
|
1
|
0.15%
|
增持
|
|
|
2006
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
US$28萬
|
+US$3,914
|
1
|
0.04%
|
增持
|
|
|
2007
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
US$28萬
|
-US$7.96萬
|
1
|
0.32%
|
減碼
|
|
|
2008
|
WC Walker & Associates
Fullerton,
California
|
US$27.9萬
|
US$0
|
1
|
0.16%
|
維持不變
|
|
|
2009
|
Passive Capital Management
Baltimore,
Maryland
|
US$27.9萬
|
US$0
|
1
|
0.14%
|
維持不變
|
|
|
2010
|
Calamos Wealth Management
Naperville,
Illinois
|
US$27.8萬
|
-US$8.1萬
|
1
|
0.02%
|
減碼
|
|
|
2011
|
Journey Strategic Wealth
Summit,
New Jersey
|
US$27.8萬
|
-US$21.4萬
|
1
|
0.04%
|
減碼
|
|
|
2012
|
Parkside Advisors
Berkeley,
California
|
US$27.8萬
|
-US$7.53萬
|
1
|
0.1%
|
減碼
|
|
|
2013
|
AJ Wealth Strategies
New York
|
US$27.7萬
|
US$0
|
1
|
0.01%
|
維持不變
|
|
|
2014
|
Community Bank of Raymore
Raymore,
Missouri
|
US$27.7萬
|
US$0
|
1
|
0.08%
|
維持不變
|
|
|
2015
|
Journey Advisory Group
Covington,
Kentucky
|
US$27.7萬
|
+US$3.51萬
|
1
|
0.06%
|
增持
|
|
|
2016
|
M. Kulyk & Associates
Decatur,
Georgia
|
US$27.7萬
|
US$0
|
1
|
0.09%
|
維持不變
|
|
|
2017
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
US$27.7萬
|
+US$26.5萬
|
1
|
0.03%
|
新
|
|
|
2018
|
Southland Equity Partners
Wildwood,
Missouri
|
US$27.7萬
|
+US$1.04萬
|
1
|
0.13%
|
增持
|
|
|
2019
|
Meridian Financial
Holliston,
Massachusetts
|
US$27.7萬
|
US$0
|
1
|
0.31%
|
維持不變
|
|
|
2020
|
Affinity Capital Advisors
Berkeley,
California
|
US$27.6萬
|
+US$540
|
1
|
0.09%
|
增持
|
|
|
2021
|
Bosun Asset Management
Chicago,
Illinois
|
US$27.6萬
|
+US$26.4萬
|
1
|
0.38%
|
新
|
|
|
2022
|
NFP Retirement Inc
Aliso Viejo,
California
|
US$27.5萬
|
+US$6,344
|
1
|
0.07%
|
增持
|
|
|
2023
|
Middleton & Co
Boston,
Massachusetts
|
US$27.5萬
|
US$0
|
1
|
0.04%
|
維持不變
|
|
|
2024
|
PFS Partners
Mine Hill,
New Jersey
|
US$27.4萬
|
-US$3,644
|
1
|
0.27%
|
減碼
|
|
|
2025
|
Disciplined Investments
Tulsa,
Oklahoma
|
US$27.3萬
|
-US$3.35萬
|
1
|
0.12%
|
減碼
|
|
