|
2001
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
US$192만
|
+US$65.4만
|
2
|
1.07%
|
증가
|
|
|
2002
|
Wakefield Asset Management
Englewood,
Colorado
|
US$192만
|
+US$1.73만
|
3
|
0.43%
|
증가
|
|
|
2003
|
Kercheville Advisors
San Antonio,
Texas
|
US$191만
|
-US$115만
|
1
|
0.58%
|
축소
|
|
|
2004
|
Crew Capital Management
Cincinnati,
Ohio
|
US$191만
|
+US$202만
|
2
|
1.04%
|
신규
|
|
|
2005
|
Signature Equity Partners
Columbus,
Ohio
|
US$191만
|
+US$62.3만
|
6
|
0.88%
|
증가
|
|
|
2006
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
US$191만
|
-US$12.5만
|
4
|
0.51%
|
축소
|
|
|
2007
|
Freedom Day Solutions
Houston,
Texas
|
US$191만
|
+US$190만
|
1
|
0.42%
|
신규
|
|
|
2008
|
Cabot Wealth Management
Salem,
Massachusetts
|
US$190만
|
-US$51.3만
|
3
|
0.19%
|
축소
|
|
|
2009
|
GHP Investment Advisors
Denver,
Colorado
|
US$190만
|
+US$199만
|
3
|
0.07%
|
증가
|
|
|
2010
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
US$190만
|
-US$3.24만
|
2
|
1.01%
|
축소
|
|
|
2011
|
Aspiriant LLC
Los Angeles,
California
|
US$189만
|
+US$9.8만
|
1
|
0.05%
|
증가
|
|
|
2012
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
US$189만
|
-US$18.2만
|
2
|
0.05%
|
축소
|
|
|
2013
|
Karani Asset Management
New York
|
US$189만
|
+US$81.1만
|
2
|
1.36%
|
증가
|
|
|
2014
|
Trivant Custom Portfolio Group
San Diego,
California
|
US$189만
|
-US$31.9만
|
2
|
1.01%
|
축소
|
|
|
2015
|
Altman Advisors
Chicago,
Illinois
|
US$189만
|
+US$221만
|
1
|
0.68%
|
신규
|
|
|
2016
|
Figure 8 Investment Strategies
Boise,
Idaho
|
US$188만
|
+US$114만
|
1
|
1.59%
|
증가
|
|
|
2017
|
Concentric Capital Strategies
Stamford,
Connecticut
|
US$188만
|
+US$200만
|
2
|
0.1%
|
신규
|
|
|
2018
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
US$188만
|
+US$32.6만
|
1
|
0.18%
|
증가
|
|
|
2019
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
US$188만
|
+US$6.23만
|
3
|
0.28%
|
증가
|
|
|
2020
|
Bay Colony Advisors
Concord,
Massachusetts
|
US$187만
|
-US$368만
|
1
|
0.21%
|
축소
|
|
|
2021
|
B&D White Capital Company
Lakeway,
Texas
|
US$187만
|
+US$185만
|
2
|
0.19%
|
증가
|
|
|
2022
|
Natural Investments
Windsor,
California
|
US$187만
|
-US$12.5만
|
2
|
0.41%
|
축소
|
|
|
2023
|
FORA Capital
Miami,
Florida
|
US$187만
|
-US$161만
|
4
|
0.13%
|
축소
|
|
|
2024
|
Machina Capital
Paris,
France
|
US$187만
|
-US$221만
|
2
|
0.3%
|
축소
|
|
|
2025
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
US$187만
|
-US$7.56천
|
3
|
0.12%
|
축소
|
|
