|
2001
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
US$759만
|
-US$168만
|
4
|
6.49%
|
축소
|
|
|
2002
|
Nepsis Inc
Minneapolis,
Minnesota
|
US$758만
|
+US$775만
|
2
|
4.13%
|
신규
|
|
|
2003
|
American Money Management
Rancho Santa Fe,
California
|
US$756만
|
-US$4.84천
|
3
|
6.04%
|
축소
|
|
|
2004
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
US$754만
|
+US$738만
|
3
|
4.13%
|
신규
|
|
|
2005
|
Manchester Capital Management
Manchester,
Vermont
|
US$751만
|
-US$160만
|
10
|
1.13%
|
축소
|
|
|
2006
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
US$750만
|
+US$120만
|
5
|
3.57%
|
증가
|
|
|
2007
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
US$748만
|
-US$55.4만
|
5
|
1.63%
|
축소
|
|
|
2008
|
Bayesian Capital Management
Brooklyn,
New York
|
US$746만
|
+US$217만
|
8
|
4.89%
|
증가
|
|
|
2009
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
US$744만
|
-US$200만
|
13
|
2.14%
|
축소
|
|
|
2010
|
Wealth Architects
Mountain View,
California
|
US$736만
|
-US$4.49만
|
9
|
3.41%
|
축소
|
|
|
2011
|
IberiaBank
Lafayette,
Louisiana
|
US$734만
|
+US$56만
|
5
|
3.13%
|
증가
|
|
|
2012
|
Genesee Valley Trust
Pittsford,
New York
|
US$734만
|
-US$4.65만
|
5
|
4.5%
|
축소
|
|
|
2013
|
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
|
US$732만
|
+US$177만
|
3
|
2.6%
|
증가
|
|
|
2014
|
Frontier Wealth Management
Kansas City,
Missouri
|
US$731만
|
-US$142만
|
4
|
1.11%
|
축소
|
|
|
2015
|
Tiedemann Advisors
New York
|
US$729만
|
+US$581만
|
6
|
1.52%
|
증가
|
|
|
2016
|
M Holdings Securities
Portland,
Oregon
|
US$727만
|
+US$1.57만
|
7
|
3.31%
|
증가
|
|
|
2017
|
BancorpSouth
Tupelo,
Mississippi
|
US$726만
|
+US$1.7만
|
5
|
0.78%
|
증가
|
|
|
2018
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
US$726만
|
+US$5.21천
|
2
|
6.5%
|
증가
|
|
|
2019
|
Family Capital Trust
Peabody,
Massachusetts
|
US$724만
|
-US$4.02만
|
3
|
4.1%
|
축소
|
|
|
2020
|
Univest Financial
Souderton,
Pennsylvania
|
US$723만
|
-US$28.3만
|
3
|
3.27%
|
축소
|
|
|
2021
|
Members Trust
Tampa,
Florida
|
US$722만
|
-US$42.9만
|
2
|
0.46%
|
축소
|
|
|
2022
|
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
US$722만
|
-US$26.6만
|
4
|
0.06%
|
축소
|
|
|
2023
|
North Star Investment Management
Chicago,
Illinois
|
US$720만
|
-US$16.5만
|
9
|
1.28%
|
축소
|
|
|
2024
|
Rikoon Group
Santa Fe,
New Mexico
|
US$719만
|
+US$713만
|
6
|
5.69%
|
신규
|
|
|
2025
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
US$719만
|
-US$5.83만
|
4
|
5.64%
|
축소
|
|
