|
2001
|
Insight Wealth Strategies
San Ramon,
California
|
US$194만
|
-US$32.4만
|
-2,164
|
-13%
|
|
|
2002
|
Targeted Financial Services
Seminole,
Florida
|
US$193만
|
+US$8.22만
|
+549
|
+4%
|
|
|
2003
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
US$193만
|
-US$5.55만
|
-371
|
-3%
|
|
|
2004
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
US$192만
|
+US$43.1만
|
+2,882
|
+26%
|
|
|
2005
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
US$192만
|
+US$9.9천
|
+66
|
+0.5%
|
|
|
2006
|
INVST
Indianapolis,
Indiana
|
US$192만
|
-US$10.5만
|
-704
|
-5%
|
|
|
2007
|
Meeder Asset Management
Dublin,
Ohio
|
US$192만
|
-US$1620만
|
-108,216
|
-89%
|
|
|
2008
|
SBI Okasan Asset Management
Tokyo,
Japan
|
US$192만
|
-US$28.4만
|
-1,900
|
-12%
|
|
|
2009
|
LJI Wealth Management
Indianapolis,
Indiana
|
US$192만
|
+US$13.9만
|
+930
|
+7%
|
|
|
2010
|
Provident Investment Management
Novi,
Michigan
|
US$191만
|
+US$5.24천
|
+35
|
+0.3%
|
|
|
2011
|
Clune & Associates
Chicago,
Illinois
|
US$191만
|
-US$4.74만
|
-317
|
-2%
|
|
|
2012
|
Cozad Asset Management
Champaign,
Illinois
|
US$191만
|
-US$3.74천
|
-25
|
-0.2%
|
|
|
2013
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
US$191만
|
-US$4.49만
|
-300
|
-2%
|
|
|
2014
|
Intellus Advisors
Naples,
Florida
|
US$191만
|
-US$1.11만
|
-74
|
-0.5%
|
|
|
2015
|
Crown Advisors Management
Larkspur,
California
|
US$191만
|
–
|
–
|
–
|
|
|
2016
|
Sterling Wealth Management
Champaign,
Illinois
|
US$190만
|
+US$33만
|
+2,204
|
+19%
|
|
|
2017
|
State of Wyoming
Cheyenne,
Wyoming
|
US$190만
|
+US$39만
|
+2,608
|
+23%
|
|
|
2018
|
Hardin Capital Partners
Greenville,
South Carolina
|
US$190만
|
-US$7.54만
|
-504
|
-4%
|
|
|
2019
|
Alesco Advisors
Pittsford,
New York
|
US$190만
|
+US$26만
|
+1,736
|
+14%
|
|
|
2020
|
Bank of Stockton
Stockton,
California
|
US$190만
|
-US$74.6만
|
-4,985
|
-26%
|
|
|
2021
|
Triumph Capital Management
Denver,
Colorado
|
US$190만
|
+US$31.6만
|
+2,112
|
+18%
|
|
|
2022
|
Sand Hill Global Advisors
Palo Alto,
California
|
US$190만
|
-US$15.3만
|
-1,024
|
-7%
|
|
|
2023
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
US$189만
|
+US$3.02만
|
+202
|
+1%
|
|
|
2024
|
Prentice Wealth Management
Rochester,
New York
|
US$189만
|
-US$4.86만
|
-325
|
-2%
|
|
|
2025
|
Carl Stuart Investment Advisor
Austin,
Texas
|
US$189만
|
+US$13.2만
|
+879
|
+7%
|
|
