|
2001
|
First Financial Corp
Terre Haute,
Indiana
|
US$17.2만
|
–
|
–
|
–
|
|
|
2002
|
Security National Bank of So Dak
Sioux City,
Iowa
|
US$17.2만
|
+US$16.9만
|
+1,200
|
신규
|
|
|
2003
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
US$16.9만
|
+US$141
|
+1
|
+0.1%
|
|
|
2004
|
Clean Yield Group
Norwich,
Vermont
|
US$16.8만
|
+US$2.53천
|
+18
|
+2%
|
|
|
2005
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$16.8만
|
+US$2.53천
|
+18
|
+2%
|
|
|
2006
|
Hamrick Investment Counsel
Seattle,
Washington
|
US$16.7만
|
–
|
–
|
–
|
|
|
2007
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
US$16.6만
|
-US$19.1만
|
-1,358
|
-54%
|
|
|
2008
|
Pacific Center for Financial Services
San Ramon,
California
|
US$16.6만
|
–
|
–
|
–
|
|
|
2009
|
First Community Trust
Dubuque,
Iowa
|
US$16.5만
|
–
|
–
|
–
|
|
|
2010
|
Dynamic Wealth Strategies
Granite Bay,
California
|
US$16.3만
|
+US$7.46천
|
+53
|
+5%
|
|
|
2011
|
Kelleher Financial Advisors
New York
|
US$16.3만
|
+US$2.11만
|
+150
|
+15%
|
|
|
2012
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
US$15.8만
|
-US$1.9만
|
-135
|
-11%
|
|
|
2013
|
Pingora Partners
Wilson,
Wyoming
|
US$15.7만
|
–
|
–
|
–
|
|
|
2014
|
Quaker Wealth Management
Moorestown,
New Jersey
|
US$15.2만
|
+US$141
|
+1
|
+0.1%
|
|
|
2015
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
US$15.1만
|
-US$7.04천
|
-50
|
-5%
|
|
|
2016
|
|
US$15만
|
–
|
–
|
–
|
|
|
2017
|
Wilkerson Advisory Group
Columbia,
Missouri
|
US$14.9만
|
-US$11.5만
|
-817
|
-44%
|
|
|
2018
|
Dorato Capital Management
Denver,
Colorado
|
US$14.9만
|
–
|
–
|
–
|
|
|
2019
|
Blume Capital Management
Berkeley,
California
|
US$14.3만
|
–
|
–
|
–
|
|
|
2020
|
Burnham & Co
Grand Rapids,
Michigan
|
US$14.3만
|
+US$14.1만
|
+1,000
|
신규
|
|
|
2021
|
Pacifica Partners
Surrey,
Canada
|
US$14.1만
|
–
|
–
|
–
|
|
|
2022
|
Gunpowder Capital Management
Towson,
Maryland
|
US$13.6만
|
–
|
–
|
–
|
|
|
2023
|
Continuum Advisory
Eagle,
Idaho
|
US$13.2만
|
+US$13만
|
+921
|
신규
|
|
|
2024
|
Bellevue Asset Management
Bellevue,
Washington
|
US$13만
|
+US$985
|
+7
|
+0.8%
|
|
|
2025
|
Caldwell Sutter Capital
Sausalito,
California
|
US$12.6만
|
–
|
–
|
–
|
|
