|
2001
|
Hollencrest Capital Management
Newport Beach,
California
|
US$17.6만
|
-US$25.8만
|
-651
|
-60%
|
|
|
2002
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
US$17.3만
|
-US$3.17만
|
-80
|
-16%
|
|
|
2003
|
Heartland Advisors
Milwaukee,
Wisconsin
|
US$17.3만
|
–
|
–
|
–
|
|
|
2004
|
Owl Creek Wealth Partners
Denver,
Colorado
|
US$17.1만
|
–
|
–
|
–
|
|
|
2005
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
US$16.8만
|
-US$5.54천
|
-14
|
-3%
|
|
|
2006
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
US$16.8만
|
+US$1.03만
|
+26
|
+7%
|
|
|
2007
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
US$16.7만
|
+US$17.8만
|
+450
|
신규
|
|
|
2008
|
Institute for Wealth Management
Denver,
Colorado
|
US$16.7만
|
+US$16.6만
|
+419
|
신규
|
|
|
2009
|
Tripletail Wealth Management
Orlando,
Florida
|
US$16.6만
|
-US$7.12천
|
-18
|
-4%
|
|
|
2010
|
GFG Capital
Miami,
Florida
|
US$16만
|
+US$15.9만
|
+402
|
신규
|
|
|
2011
|
GW&K Investment Management
Boston,
Massachusetts
|
US$15.6만
|
-US$3.17천
|
-8
|
-2%
|
|
|
2012
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$15.6만
|
–
|
–
|
–
|
|
|
2013
|
Bruce G. Allen Investments
Denver,
Colorado
|
US$15.4만
|
-US$2.85만
|
-72
|
-16%
|
|
|
2014
|
CVA Family Office
Denver,
Colorado
|
US$15.3만
|
+US$7.12천
|
+18
|
+5%
|
|
|
2015
|
WPG Advisers
Baltimore,
Maryland
|
US$15.3만
|
+US$2.1만
|
+53
|
+16%
|
|
|
2016
|
SouthState Corp
Winter Haven,
Florida
|
US$15.3만
|
-US$2.65만
|
-67
|
-15%
|
|
|
2017
|
PFS Partners
Mine Hill,
New Jersey
|
US$15만
|
+US$396
|
+1
|
+0.3%
|
|
|
2018
|
High Note Wealth
Deephaven,
Minnesota
|
US$14.9만
|
-US$396
|
-1
|
-0.3%
|
|
|
2019
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
US$14.8만
|
+US$396
|
+1
|
+0.3%
|
|
|
2020
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
US$14.2만
|
+US$14.3만
|
+361
|
신규
|
|
|
2021
|
Battery Global Advisors
Boston,
Massachusetts
|
US$14.2만
|
–
|
–
|
–
|
|
|
2022
|
Duncker Streett & Co
St. Louis,
Missouri
|
US$14.1만
|
–
|
–
|
–
|
|
|
2023
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
US$14만
|
+US$6.33천
|
+16
|
+5%
|
|
|
2024
|
Harbor Investment Advisory
Lutherville,
Maryland
|
US$13.9만
|
–
|
–
|
–
|
|
|
2025
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
US$13.8만
|
-US$1.62만
|
-41
|
-11%
|
|
