|
2001
|
ALPS Advisors
Denver,
Colorado
|
US$370만
|
+US$12.2만
|
6
|
0.03%
|
증가
|
|
|
2002
|
Vantage Investment Partners
Kansas City,
Missouri
|
US$370만
|
+US$5.16만
|
2
|
1.08%
|
증가
|
|
|
2003
|
Longer Investments
Fayetteville,
Arkansas
|
US$368만
|
-US$14만
|
2
|
2.78%
|
축소
|
|
|
2004
|
Punch & Associates Investment Management
Edina,
Minnesota
|
US$368만
|
+US$2.43천
|
1
|
0.49%
|
증가
|
|
|
2005
|
IberiaBank
Lafayette,
Louisiana
|
US$367만
|
+US$40.2만
|
4
|
2.05%
|
증가
|
|
|
2006
|
Camelot Portfolios
Maumee,
Ohio
|
US$366만
|
+US$102만
|
4
|
2.36%
|
증가
|
|
|
2007
|
Accredited Investors
Edina,
Minnesota
|
US$365만
|
+US$5.22만
|
4
|
1.19%
|
증가
|
|
|
2008
|
|
US$365만
|
-US$192만
|
1
|
1.77%
|
축소
|
|
|
2009
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
US$365만
|
-US$32만
|
3
|
1.55%
|
축소
|
|
|
2010
|
Bank of Stockton
Stockton,
California
|
US$364만
|
-US$13.5만
|
4
|
2.08%
|
축소
|
|
|
2011
|
Reliant Investment Management
Memphis,
Tennessee
|
US$364만
|
-US$22.3만
|
2
|
3.32%
|
축소
|
|
|
2012
|
SVA Wealth Management
Madison,
Wisconsin
|
US$363만
|
+US$8.77만
|
4
|
1.55%
|
증가
|
|
|
2013
|
Pring Turner Capital Group
Alamo,
California
|
US$363만
|
-US$1.51만
|
1
|
3.14%
|
축소
|
|
|
2014
|
IFC Holdings
Tampa,
Florida
|
US$363만
|
+US$67.4만
|
5
|
0.66%
|
증가
|
|
|
2015
|
Cypress Asset Management
Houston,
Texas
|
US$362만
|
-US$26.5만
|
3
|
0.62%
|
축소
|
|
|
2016
|
Point View Wealth Management
Summit,
New Jersey
|
US$362만
|
+US$1.39만
|
3
|
3.13%
|
증가
|
|
|
2017
|
Lakeshore Capital
Birmingham,
Alabama
|
US$360만
|
+US$3.44만
|
1
|
3.38%
|
증가
|
|
|
2018
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
US$358만
|
+US$32.9만
|
4
|
4.33%
|
증가
|
|
|
2019
|
Edge Wealth Management
New York
|
US$358만
|
+US$24.8만
|
5
|
1.49%
|
증가
|
|
|
2020
|
SFE Investment Counsel
Los Angeles,
California
|
US$358만
|
-US$12.9만
|
3
|
1.46%
|
축소
|
|
|
2021
|
Constellation Wealth Advisors
New York
|
US$357만
|
-US$3137만
|
3
|
0.4%
|
축소
|
|
|
2022
|
Prospera Financial Services
Dallas,
Texas
|
US$357만
|
+US$85.1만
|
4
|
0.96%
|
증가
|
|
|
2023
|
|
US$356만
|
+US$307만
|
1
|
2.58%
|
신규
|
|
|
2024
|
Buffington Mohr McNeal
Boise,
Idaho
|
US$356만
|
-US$3.04만
|
2
|
1.97%
|
축소
|
|
|
2025
|
Field & Main Bank
Henderson,
Kentucky
|
US$355만
|
-US$7.78만
|
4
|
3.31%
|
축소
|
|
