|
2001
|
American National Bank & Trust
Wichita Falls,
Texas
|
US$35.3만
|
-US$2.9천
|
-5
|
-0.9%
|
|
|
2002
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
US$35.3만
|
+US$579
|
+1
|
+0.2%
|
|
|
2003
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
US$35.3만
|
–
|
–
|
–
|
|
|
2004
|
Geneva Partners
Lake Geneva,
Wisconsin
|
US$35.2만
|
–
|
–
|
–
|
|
|
2005
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
US$35.1만
|
-US$1.74만
|
-30
|
-5%
|
|
|
2006
|
Old North State Trust
Greensboro,
North Carolina
|
US$35만
|
-US$1.33만
|
-23
|
-4%
|
|
|
2007
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
US$34.9만
|
–
|
–
|
–
|
|
|
2008
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
US$34.8만
|
+US$51.6만
|
+891
|
+199%
|
|
|
2009
|
Goldstein Advisors
Madison,
Wisconsin
|
US$34.8만
|
+US$31.8만
|
+549
|
신규
|
|
|
2010
|
360 Financial
Wayzata,
Minnesota
|
US$34.7만
|
+US$5.85만
|
+101
|
+23%
|
|
|
2011
|
Bank of Hawaii
Honolulu,
Hawaii
|
US$34.6만
|
-US$5.79천
|
-10
|
-2%
|
|
|
2012
|
Taylor Financial Group
Roanoke,
Virginia
|
US$34.6만
|
–
|
–
|
–
|
|
|
2013
|
Peak Financial Management
Wellesley,
Massachusetts
|
US$34.5만
|
+US$2.9만
|
+50
|
+10%
|
|
|
2014
|
Great Diamond Partners
Portland,
Maine
|
US$34.4만
|
-US$1.51만
|
-26
|
-5%
|
|
|
2015
|
MBE Wealth Management
Tomah,
Wisconsin
|
US$34.4만
|
-US$2.9천
|
-5
|
-0.9%
|
|
|
2016
|
Intrua Financial
Houston,
Texas
|
US$34.4만
|
-US$13.4만
|
-231
|
-30%
|
|
|
2017
|
Sovran Advisors
San Diego,
California
|
US$34.3만
|
-US$1.51만
|
-26
|
-5%
|
|
|
2018
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
US$34.3만
|
+US$31.3만
|
+540
|
신규
|
|
|
2019
|
Kesler Norman & Wride
Ogden,
Utah
|
US$34.2만
|
+US$579
|
+1
|
+0.2%
|
|
|
2020
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
US$34.1만
|
+US$2.9천
|
+5
|
+0.9%
|
|
|
2021
|
Wealth Alliance
Mellville,
New York
|
US$34.1만
|
-US$9.8천
|
-17
|
-3%
|
|
|
2022
|
Dutch Asset Corp
Selkirk,
New York
|
US$34만
|
+US$31만
|
+536
|
신규
|
|
|
2023
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
US$33.9만
|
–
|
–
|
–
|
|
|
2024
|
Outlook Capital Management
Arlington Heights,
Illinois
|
US$33.9만
|
+US$31만
|
+535
|
신규
|
|
|
2025
|
Private Client Services
Louisville,
Kentucky
|
US$33.9만
|
+US$5.21천
|
+9
|
+2%
|
|
