|
2001
|
Cascade Investment Advisors
Oregon City,
Oregon
|
US$153만
|
+US$16.5만
|
+508
|
+13%
|
|
|
2002
|
Atala Financial
Calabasas,
California
|
US$153만
|
-US$9.8천
|
-30
|
-0.7%
|
|
|
2003
|
PCM Encore
Aspen,
Colorado
|
US$153만
|
-US$49.2만
|
-1,513
|
-26%
|
|
|
2004
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
US$153만
|
-US$3.58천
|
-11
|
-0.3%
|
|
|
2005
|
Grandfield & Dodd
New York
|
US$152만
|
–
|
–
|
–
|
|
|
2006
|
Centaurus Financial
Anaheim,
California
|
US$152만
|
-US$90.1만
|
-2,770
|
-39%
|
|
|
2007
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
US$152만
|
+US$1.85만
|
+57
|
+1%
|
|
|
2008
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$152만
|
-US$6.47만
|
-199
|
-4%
|
|
|
2009
|
J. Derek Lewis & Associates
Newport Beach,
California
|
US$152만
|
-US$9.8천
|
-30
|
-0.7%
|
|
|
2010
|
Florida Financial Advisors
Tampa,
Florida
|
US$152만
|
-US$5.53만
|
-170
|
-4%
|
|
|
2011
|
Atlas Legacy Advisors
Los Angeles,
California
|
US$152만
|
+US$4.91만
|
+151
|
+4%
|
|
|
2012
|
LCM Capital Management
Chicago,
Illinois
|
US$151만
|
+US$4.88천
|
+15
|
+0.4%
|
|
|
2013
|
VELA Investment Management
New Albany,
Ohio
|
US$151만
|
+US$11.9만
|
+366
|
+9%
|
|
|
2014
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
US$151만
|
+US$28.8만
|
+886
|
+26%
|
|
|
2015
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
US$151만
|
-US$1.01만
|
-31
|
-0.7%
|
|
|
2016
|
Anchyra Partners
Atlanta,
Georgia
|
US$151만
|
-US$1.69만
|
-52
|
-1%
|
|
|
2017
|
Investment Partners
New Philadelphia,
Ohio
|
US$151만
|
+US$2.41만
|
+74
|
+2%
|
|
|
2018
|
Tradition Wealth Management
Edina,
Minnesota
|
US$151만
|
-US$8.43만
|
-259
|
-6%
|
|
|
2019
|
Ironwood Financial
Tucson,
Arizona
|
US$150만
|
-US$6.51천
|
-20
|
-0.4%
|
|
|
2020
|
Oslo Pensjonsforsikring
Oslo,
|
US$150만
|
+US$17.3만
|
+533
|
+14%
|
|
|
2021
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
US$150만
|
+US$1.82만
|
+56
|
+1%
|
|
|
2022
|
Los Angeles Capital Management
Los Angeles,
California
|
US$150만
|
-US$1203만
|
-36,977
|
-90%
|
|
|
2023
|
AIMZ Investment Advisors
Los Altos,
California
|
US$150만
|
–
|
–
|
–
|
|
|
2024
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
US$150만
|
+US$325
|
+1
|
+0%
|
|
|
2025
|
Certuity
North Palm Beach,
Florida
|
US$150만
|
-US$11.2만
|
-344
|
-7%
|
|
