|
2001
|
American National Bank & Trust
Wichita Falls,
Texas
|
US$11.7만
|
–
|
–
|
–
|
|
|
2002
|
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
|
US$11.5만
|
–
|
–
|
–
|
|
|
2003
|
Armor Investment Advisors
Raleigh,
North Carolina
|
US$11.5만
|
–
|
–
|
–
|
|
|
2004
|
Burnham & Co
Grand Rapids,
Michigan
|
US$11만
|
+US$10.6만
|
+800
|
신규
|
|
|
2005
|
Signature Resources Capital Management
Newport Beach,
California
|
US$10.9만
|
+US$8.32천
|
+63
|
+9%
|
|
|
2006
|
Collier Financial
Denver,
Colorado
|
US$10.8만
|
+US$132
|
+1
|
+0.1%
|
|
|
2007
|
Ballast Advisors
Woodbury,
Minnesota
|
US$10.6만
|
–
|
–
|
–
|
|
|
2008
|
Family Legacy Financial Solutions
Cary,
North Carolina
|
US$10.5만
|
+US$10.1만
|
+766
|
신규
|
|
|
2009
|
|
US$10.3만
|
+US$10만
|
+757
|
신규
|
|
|
2010
|
Corsicana & Co
Corsicana,
Texas
|
US$10.1만
|
–
|
–
|
–
|
|
|
2011
|
City State Bank
Norwalk,
Iowa
|
US$10만
|
–
|
–
|
–
|
|
|
2012
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
US$10만
|
–
|
–
|
–
|
|
|
2013
|
Aspect Partners
Fairfax,
Virginia
|
US$9.9만
|
–
|
–
|
–
|
|
|
2014
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
US$9.8만
|
–
|
–
|
–
|
|
|
2015
|
Tradewinds Capital Management
Bellingham,
Washington
|
US$9.7만
|
–
|
–
|
–
|
|
|
2016
|
Pin Oak Investment Advisors
Houston,
Texas
|
US$9.7만
|
–
|
–
|
–
|
|
|
2017
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
US$9.48만
|
–
|
–
|
–
|
|
|
2018
|
Lazard Asset Management
New York
|
US$8.8만
|
–
|
–
|
–
|
|
|
2019
|
Westside Investment Management
Santa Monica,
California
|
US$8.66만
|
–
|
–
|
–
|
|
|
2020
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
US$8.6만
|
–
|
–
|
–
|
|
|
2021
|
Financial Consulate
Hunt Valley,
Maryland
|
US$8.43만
|
–
|
–
|
–
|
|
|
2022
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
US$8.42만
|
–
|
–
|
–
|
|
|
2023
|
Strive Financial Group
Carmel,
Indiana
|
US$8.18만
|
+US$5.08만
|
+385
|
+183%
|
|
|
2024
|
TIAA Wealth Investment Management
New York
|
US$8.15만
|
+US$5.12만
|
+388
|
+182%
|
|
|
2025
|
Point Nemo Capital
Dripping Springs,
Texas
|
US$8.13만
|
+US$7.8만
|
+591
|
신규
|
|
