|
2001
|
Capital Wealth Planning
Naples,
Florida
|
US$710만
|
-US$7.39만
|
3
|
6.52%
|
축소
|
|
|
2002
|
Qualcomm Inc
San Diego,
California
|
US$710만
|
-US$222만
|
1
|
0.92%
|
축소
|
|
|
2003
|
Central Asset Investments & Management Holdings
Hong Kong
|
US$710만
|
+US$665만
|
3
|
3.17%
|
신규
|
|
|
2004
|
Origin Asset Management
London,
United Kingdom
|
US$710만
|
+US$662만
|
1
|
0.57%
|
신규
|
|
|
2005
|
DSC Advisors
Chicago,
Illinois
|
US$708만
|
+US$116만
|
6
|
3.7%
|
증가
|
|
|
2006
|
Lombardia Capital Partners
Pasadena,
California
|
US$708만
|
US$0
|
1
|
0.35%
|
유지됨
|
|
|
2007
|
Stephens Investment Management Group
Houston,
Texas
|
US$708만
|
+US$1.15만
|
3
|
0.25%
|
증가
|
|
|
2008
|
CrestPoint Capital Management
Four Seasons,
Missouri
|
US$703만
|
-US$28만
|
5
|
3.98%
|
축소
|
|
|
2009
|
Next Financial Group
Houston,
Texas
|
US$703만
|
+US$8.88만
|
12
|
2.62%
|
증가
|
|
|
2010
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
US$701만
|
+US$674만
|
6
|
3.62%
|
신규
|
|
|
2011
|
Westport Advisers
Westport,
Connecticut
|
US$700만
|
-US$22.1만
|
1
|
1.01%
|
축소
|
|
|
2012
|
Dialectic Capital Management
Norwalk,
Connecticut
|
US$699만
|
+US$59.6만
|
3
|
2.01%
|
증가
|
|
|
2013
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
US$698만
|
+US$374만
|
9
|
6.15%
|
증가
|
|
|
2014
|
Grassi Investment Management
Santa Clara,
California
|
US$697만
|
+US$58.2만
|
5
|
1.43%
|
증가
|
|
|
2015
|
Shinko Asset Management Company
Tokyo,
Japan
|
US$697만
|
+US$41.2만
|
11
|
0.06%
|
증가
|
|
|
2016
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
US$695만
|
+US$219만
|
7
|
2.64%
|
증가
|
|
|
2017
|
Quantbot Technologies
New York
|
US$695만
|
+US$209만
|
7
|
1.19%
|
증가
|
|
|
2018
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
US$695만
|
+US$66.3만
|
6
|
1.35%
|
증가
|
|
|
2019
|
Needham Investment Management
New York
|
US$695만
|
+US$151만
|
1
|
1.73%
|
증가
|
|
|
2020
|
Sky Investment Group
Hartford,
Connecticut
|
US$694만
|
-US$14.9만
|
4
|
3.57%
|
축소
|
|
|
2021
|
|
US$693만
|
-US$7.81만
|
6
|
5.5%
|
축소
|
|
|
2022
|
Bruderman Asset Management
Locust Valley,
New York
|
US$690만
|
+US$261만
|
8
|
2.6%
|
증가
|
|
|
2023
|
LVW Advisors
Pittsford,
New York
|
US$690만
|
-US$30.8만
|
7
|
2.7%
|
축소
|
|
|
2024
|
Scion Asset Management
Saratoga,
California
|
US$688만
|
+US$703만
|
1
|
8.61%
|
신규
|
|
|
2025
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
US$688만
|
+US$12.3만
|
6
|
4.36%
|
증가
|
|
