|
2001
|
Addison Capital
Conshohocken,
Pennsylvania
|
US$478만
|
-US$46.7만
|
2
|
4.35%
|
축소
|
|
|
2002
|
WealthPLAN Partners
Omaha,
Nebraska
|
US$477만
|
+US$41.1만
|
7
|
2.09%
|
증가
|
|
|
2003
|
Hamel Associates
Chatham,
New Jersey
|
US$475만
|
-US$8.24만
|
2
|
3.13%
|
축소
|
|
|
2004
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
US$474만
|
-US$150만
|
8
|
0.92%
|
축소
|
|
|
2005
|
TAMRO Capital Partners
Alexandria,
Virginia
|
US$474만
|
-US$207만
|
2
|
0.4%
|
축소
|
|
|
2006
|
WBH Advisory
Baltimore,
Maryland
|
US$474만
|
-US$18.1만
|
5
|
1.86%
|
축소
|
|
|
2007
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
US$474만
|
+US$11.2만
|
3
|
4.55%
|
증가
|
|
|
2008
|
|
US$472만
|
+US$171만
|
3
|
0.65%
|
증가
|
|
|
2009
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$472만
|
-US$11.3만
|
6
|
1.15%
|
축소
|
|
|
2010
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
US$471만
|
-US$638만
|
5
|
1.5%
|
축소
|
|
|
2011
|
Wexford Capital
West Palm Beach,
Florida
|
US$470만
|
+US$387만
|
1
|
1.25%
|
증가
|
|
|
2012
|
Renaissance Investment Group
Lenox,
Massachusetts
|
US$469만
|
-US$4.56만
|
3
|
2.2%
|
축소
|
|
|
2013
|
American National Bank & Trust
Wichita Falls,
Texas
|
US$468만
|
-US$670만
|
4
|
1.87%
|
축소
|
|
|
2014
|
Trust Investment Advisors
Indianapolis,
Indiana
|
US$467만
|
+US$7.1만
|
2
|
4.75%
|
증가
|
|
|
2015
|
Consolidated Investment Group
Englewood,
Colorado
|
US$466만
|
-US$7.53천
|
1
|
2.2%
|
축소
|
|
|
2016
|
Homrich & Berg
Atlanta,
Georgia
|
US$466만
|
+US$39만
|
4
|
0.46%
|
증가
|
|
|
2017
|
Dreman Value Management
West Palm Beach,
Florida
|
US$465만
|
+US$8.2만
|
4
|
0.38%
|
증가
|
|
|
2018
|
Lincoln Capital
Lincoln,
Nebraska
|
US$465만
|
-US$26만
|
2
|
3.92%
|
축소
|
|
|
2019
|
Breithorn Capital Management
New York
|
US$465만
|
+US$81.7만
|
1
|
2.96%
|
증가
|
|
|
2020
|
Stockman Wealth Management
Billings,
Montana
|
US$464만
|
-US$919
|
2
|
3.95%
|
축소
|
|
|
2021
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
US$464만
|
-US$21.3만
|
5
|
3.08%
|
축소
|
|
|
2022
|
DG Capital Management (Massachusetts)
Boston,
Massachusetts
|
US$464만
|
-US$104만
|
2
|
2.79%
|
축소
|
|
|
2023
|
Reilly Herbert Faulkner III
|
US$462만
|
+US$10.3만
|
2
|
3.93%
|
증가
|
|
|
2024
|
Acropolis Investment Management
St. Louis,
Missouri
|
US$461만
|
-US$4.7천
|
4
|
0.9%
|
축소
|
|
|
2025
|
AMI Investment Management
Kendallville,
Indiana
|
US$461만
|
-US$9.9천
|
2
|
3.81%
|
축소
|
|