|
2001
|
Spirepoint Private Client
Vero Beach,
Florida
|
US$28만
|
-US$1.6만
|
-643
|
-5%
|
|
|
2002
|
Berman McAleer
Timonium,
Maryland
|
US$28만
|
+US$4.79천
|
+193
|
+1%
|
|
|
2003
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
US$28만
|
-US$3.62천
|
-146
|
-1%
|
|
|
2004
|
TCFG Investment Advisors
Laguna Niguel,
California
|
US$27.8만
|
+US$4.64천
|
+187
|
+1%
|
|
|
2005
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
US$27.8만
|
+US$8.4만
|
+3,383
|
+34%
|
|
|
2006
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
US$27.8만
|
-US$3.86만
|
-1,554
|
-10%
|
|
|
2007
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
US$27.8만
|
+US$4.37천
|
+176
|
+1%
|
|
|
2008
|
Sagewood Asset Management
New York
|
US$27.7만
|
-US$8.84만
|
-3,561
|
-21%
|
|
|
2009
|
Matthew Hamilton Rosenberg
|
US$27.6만
|
+US$12.7만
|
+5,121
|
+62%
|
|
|
2010
|
ClearBridge Investments
New York
|
US$27.6만
|
+US$4.96천
|
+200
|
+2%
|
|
|
2011
|
GenWealth Group
Maplewood,
New Jersey
|
US$27.6만
|
-US$1.64천
|
-66
|
-0.5%
|
|
|
2012
|
O'Rourke & Company
Boston,
Massachusetts
|
US$27.6만
|
+US$9.6천
|
+387
|
+3%
|
|
|
2013
|
Kelly Financial Group
Wethersfield,
Connecticut
|
US$27.6만
|
-US$5.51천
|
-222
|
-2%
|
|
|
2014
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
US$27.5만
|
+US$8.6만
|
+3,465
|
+35%
|
|
|
2015
|
Koenig Investment Advisory
Ashland,
Oregon
|
US$27.5만
|
-US$3.42천
|
-138
|
-1%
|
|
|
2016
|
Oarsman Capital
Milwaukee,
Wisconsin
|
US$27.5만
|
+US$1.52만
|
+612
|
+5%
|
|
|
2017
|
Windsor Capital Management
Phoenix,
Arizona
|
US$27.5만
|
–
|
–
|
–
|
|
|
2018
|
Second Half Financial Partners
Sebring,
Florida
|
US$27.5만
|
+US$4.96만
|
+2,000
|
+18%
|
|
|
2019
|
KHAZANAH NASIONAL BERHAD
Kuala Lumpur,
|
US$27.5만
|
-US$4.77만
|
-1,921
|
-13%
|
|
|
2020
|
one8zero8 LLC
Greensboro,
North Carolina
|
US$27.5만
|
+US$695
|
+28
|
+0.2%
|
|
|
2021
|
GDS Wealth Management
Flower Mound,
Texas
|
US$27.4만
|
+US$2.05만
|
+827
|
+7%
|
|
|
2022
|
Monarch Capital Management
Fort Wayne,
Indiana
|
US$27.4만
|
–
|
–
|
–
|
|
|
2023
|
PCG Wealth Advisors
Overland Park,
Kansas
|
US$27.4만
|
+US$7.99천
|
+322
|
+2%
|
|
|
2024
|
Legacy Trust
Grand Rapids,
Michigan
|
US$27.4만
|
-US$14만
|
-5,636
|
-30%
|
|
|
2025
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
US$27.3만
|
+US$4.78만
|
+1,927
|
+17%
|
|
