|
2001
|
Draper Asset Management
Smithtown,
New York
|
US$6907만
|
-US$53.9만
|
3
|
34.94%
|
축소
|
|
|
2002
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
US$6901만
|
+US$287만
|
9
|
2.39%
|
증가
|
|
|
2003
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
US$6899만
|
-US$96.2만
|
7
|
5.67%
|
축소
|
|
|
2004
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
US$6896만
|
-US$39.6만
|
6
|
4.09%
|
축소
|
|
|
2005
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
US$6896만
|
-US$96.4만
|
7
|
20.62%
|
축소
|
|
|
2006
|
Quantum Private Wealth
Tampa,
Florida
|
US$6887만
|
-US$494만
|
7
|
17.65%
|
축소
|
|
|
2007
|
Sovran Advisors
San Diego,
California
|
US$6881만
|
-US$299만
|
11
|
5.13%
|
축소
|
|
|
2008
|
Westerkirk Capital
Victoria,
|
US$6880만
|
+US$445만
|
8
|
6.62%
|
증가
|
|
|
2009
|
Archford Capital Strategies
Swansea,
Illinois
|
US$6840만
|
-US$19.9만
|
9
|
6.93%
|
축소
|
|
|
2010
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
US$6834만
|
-US$695만
|
19
|
7.59%
|
축소
|
|
|
2011
|
Tandem Investment Advisors
Charleston,
South Carolina
|
US$6827만
|
-US$2451만
|
4
|
4.57%
|
축소
|
|
|
2012
|
MainStreet Investment Advisors
Chicago,
Illinois
|
US$6826만
|
-US$249만
|
7
|
9.3%
|
축소
|
|
|
2013
|
Kelly Lawrence W & Associates
Pasadens,
California
|
US$6826만
|
-US$39.8만
|
5
|
14.59%
|
축소
|
|
|
2014
|
Security National Bank
Omaha,
Nebraska
|
US$6825만
|
+US$415만
|
6
|
8.14%
|
증가
|
|
|
2015
|
North Point Portfolio Managers
Orange Village,
Ohio
|
US$6822만
|
-US$194만
|
5
|
11.26%
|
축소
|
|
|
2016
|
Huntleigh Advisors
St. Louis,
Missouri
|
US$6814만
|
+US$673만
|
8
|
9.54%
|
증가
|
|
|
2017
|
Bennett Selby Investments
Falmouth,
Maine
|
US$6811만
|
+US$53.9만
|
4
|
21.77%
|
증가
|
|
|
2018
|
Knuff & Co
Foster City,
California
|
US$6811만
|
+US$424만
|
8
|
17.25%
|
증가
|
|
|
2019
|
Channing Capital Management
Chicago,
Illinois
|
US$6810만
|
+US$2362만
|
5
|
1.57%
|
증가
|
|
|
2020
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
US$6809만
|
+US$916만
|
8
|
6.36%
|
증가
|
|
|
2021
|
Strategic Blueprint
Atlanta,
Georgia
|
US$6801만
|
-US$56.4만
|
8
|
3.4%
|
축소
|
|
|
2022
|
PFG Advisors
Phoenix,
Arizona
|
US$6800만
|
-US$574만
|
8
|
3.43%
|
축소
|
|
|
2023
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
US$6797만
|
+US$2349만
|
4
|
38.75%
|
증가
|
|
|
2024
|
Fogel Capital Management
Stuart,
Florida
|
US$6778만
|
+US$66.7만
|
4
|
27.25%
|
증가
|
|
|
2025
|
SageView Advisory Group
Newport Beach,
California
|
US$6772만
|
-US$121만
|
8
|
2.22%
|
축소
|
|
