|
2001
|
Chapman Financial Group
Kailua,
Hawaii
|
US$26.8만
|
+US$2.05만
|
+100
|
+9%
|
|
|
2002
|
Rather & Kittrell
Knoxville,
Tennessee
|
US$26.7만
|
–
|
–
|
–
|
|
|
2003
|
IFC & Insurance Marketing
Auburn,
California
|
US$26.7만
|
+US$25.7만
|
+1,256
|
신규
|
|
|
2004
|
Noesis Capital Mangement
Boca Raton,
Florida
|
US$26.7만
|
-US$1.84만
|
-90
|
-7%
|
|
|
2005
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
US$26.7만
|
–
|
–
|
–
|
|
|
2006
|
Libra Wealth
Los Gatos,
California
|
US$26.6만
|
–
|
–
|
–
|
|
|
2007
|
GSB Wealth Management
Guilford,
Connecticut
|
US$26.6만
|
+US$25.6만
|
+1,249
|
신규
|
|
|
2008
|
Mattern Wealth Management
Lawrence,
Kansas
|
US$26.5만
|
+US$1.64천
|
+8
|
+0.6%
|
|
|
2009
|
Van Diest Capital
Poly City,
Iowa
|
US$26.4만
|
+US$25.4만
|
+1,243
|
신규
|
|
|
2010
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
US$26.4만
|
+US$8.19천
|
+40
|
+3%
|
|
|
2011
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
US$26.4만
|
–
|
–
|
–
|
|
|
2012
|
TCI Wealth Advisors
Tucson,
Arizona
|
US$26.3만
|
-US$3.07천
|
-15
|
-1%
|
|
|
2013
|
JSF Financial
Los Angeles,
California
|
US$26.2만
|
+US$614
|
+3
|
+0.2%
|
|
|
2014
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
US$26.2만
|
+US$25.2만
|
+1,232
|
신규
|
|
|
2015
|
BTG Pactual Asset Management US
New York
|
US$26.2만
|
+US$25.2만
|
+1,232
|
신규
|
|
|
2016
|
XML Financial
Bethesda,
Maryland
|
US$26만
|
+US$1.68만
|
+82
|
+7%
|
|
|
2017
|
Norris Financial Group
Greenville,
South Carolina
|
US$25.9만
|
–
|
–
|
–
|
|
|
2018
|
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
|
US$25.8만
|
-US$19.4만
|
-948
|
-44%
|
|
|
2019
|
TCTC Holdings
Dallas,
Texas
|
US$25.7만
|
–
|
–
|
–
|
|
|
2020
|
Centerpoint Advisors
Needham,
Massachusetts
|
US$25.5만
|
–
|
–
|
–
|
|
|
2021
|
Rathbones Group
Liverpool,
United Kingdom
|
US$25.4만
|
-US$2.05천
|
-10
|
-0.8%
|
|
|
2022
|
Advisors Capital Management
Ridgewood,
New Jersey
|
US$25.3만
|
-US$1.02천
|
-5
|
-0.4%
|
|
|
2023
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
US$25.3만
|
+US$5.73천
|
+28
|
+2%
|
|
|
2024
|
Vann Equity Management
Plano,
Texas
|
US$25.3만
|
+US$24.3만
|
+1,187
|
신규
|
|
|
2025
|
Portside Wealth Group
Provo,
Utah
|
US$25만
|
+US$6.96천
|
+34
|
+3%
|
|
