|
2001
|
Northeast Financial Consultants
Westport,
Connecticut
|
US$444만
|
-US$48만
|
3
|
2.44%
|
축소
|
|
|
2002
|
Loeb Partners Corp
New York
|
US$442만
|
-US$69만
|
5
|
1.47%
|
축소
|
|
|
2003
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
US$442만
|
-US$178만
|
1
|
2.98%
|
축소
|
|
|
2004
|
Guinness Atkinson Asset Management
Pasadena,
California
|
US$441만
|
+US$176만
|
2
|
2.49%
|
증가
|
|
|
2005
|
Goldstein Munger & Associates
San Ramon,
California
|
US$440만
|
-US$3.5천
|
2
|
1.82%
|
축소
|
|
|
2006
|
Balestra Capital
New York
|
US$440만
|
-US$442만
|
1
|
5.83%
|
축소
|
|
|
2007
|
|
US$437만
|
US$0
|
1
|
1.38%
|
유지됨
|
|
|
2008
|
Fagan Associates
Troy,
New York
|
US$436만
|
+US$8.7만
|
1
|
3.58%
|
증가
|
|
|
2009
|
First Houston Capital
Houston,
Texas
|
US$436만
|
+US$5.96만
|
3
|
4.08%
|
증가
|
|
|
2010
|
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
|
US$436만
|
+US$15.9만
|
5
|
2.82%
|
증가
|
|
|
2011
|
FNY Managed Accounts
New York
|
US$435만
|
+US$439만
|
5
|
13.05%
|
신규
|
|
|
2012
|
Investment Centers of America
Bismarck,
North Dakota
|
US$435만
|
+US$164만
|
6
|
0.77%
|
증가
|
|
|
2013
|
Princeton Capital Management
Red Bank,
New Jersey
|
US$435만
|
-US$33.3만
|
3
|
3.96%
|
축소
|
|
|
2014
|
Formidable Asset Management
Cincinnati,
Ohio
|
US$435만
|
+US$36.8만
|
6
|
2.87%
|
증가
|
|
|
2015
|
Hillhouse Investment Management
Grand Cayman,
Cayman Islands
|
US$433만
|
+US$502만
|
1
|
0.53%
|
신규
|
|
|
2016
|
High Point Bank & Trust
High Point,
North Carolina
|
US$432만
|
+US$6.41만
|
5
|
1.44%
|
증가
|
|
|
2017
|
Consolidated Investment Group
Englewood,
Colorado
|
US$432만
|
US$0
|
1
|
2.12%
|
유지됨
|
|
|
2018
|
Union Point Advisors
San Mateo,
California
|
US$432만
|
+US$436만
|
1
|
1.71%
|
신규
|
|
|
2019
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
US$431만
|
-US$2.31만
|
5
|
1.77%
|
축소
|
|
|
2020
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
US$430만
|
US$0
|
2
|
5.38%
|
유지됨
|
|
|
2021
|
Financial Engines Advisors
Santa Clara,
California
|
US$430만
|
+US$195만
|
1
|
3.32%
|
증가
|
|
|
2022
|
BCWM LLC
Overland Park,
Kansas
|
US$429만
|
+US$90.8만
|
2
|
2.16%
|
증가
|
|
|
2023
|
Edge Wealth Management
New York
|
US$429만
|
+US$60.3만
|
6
|
1.65%
|
증가
|
|
|
2024
|
Rodgers Brothers
Harmony,
Pennsylvania
|
US$429만
|
-US$3.2만
|
2
|
2.24%
|
축소
|
|
|
2025
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
US$428만
|
-US$34.5만
|
10
|
3.74%
|
축소
|
|
