|
2001
|
Lumbard & Kellner
Hollis,
New Hampshire
|
US$833만
|
+US$20.6만
|
3
|
5.42%
|
증가
|
|
|
2002
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$827만
|
+US$225만
|
4
|
1%
|
증가
|
|
|
2003
|
|
US$827만
|
-US$4만
|
2
|
3.65%
|
축소
|
|
|
2004
|
|
US$821만
|
-US$175만
|
1
|
2.46%
|
축소
|
|
|
2005
|
Oribel Capital Management
New York
|
US$820만
|
+US$826만
|
2
|
1.54%
|
신규
|
|
|
2006
|
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
US$820만
|
+US$828만
|
1
|
1.22%
|
신규
|
|
|
2007
|
WFG Advisors
Dallas,
Texas
|
US$820만
|
-US$29.6만
|
14
|
2.01%
|
축소
|
|
|
2008
|
Tiemann Investment Advisors
Menlo Park,
California
|
US$820만
|
-US$71.2만
|
7
|
8.01%
|
축소
|
|
|
2009
|
Palouse Capital Management
Spokane,
Washington
|
US$819만
|
-US$14.2만
|
2
|
3.35%
|
축소
|
|
|
2010
|
Bray Capital Advisors
Naples,
Florida
|
US$813만
|
-US$31.5만
|
4
|
4.87%
|
축소
|
|
|
2011
|
Bonness Enterprises
Washington,
District of Columbia
|
US$811만
|
-US$75.5만
|
3
|
7.29%
|
축소
|
|
|
2012
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
US$810만
|
+US$52.3만
|
5
|
1.71%
|
증가
|
|
|
2013
|
BancorpSouth
Tupelo,
Mississippi
|
US$810만
|
+US$43.6만
|
5
|
0.9%
|
증가
|
|
|
2014
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
US$809만
|
-US$32.5만
|
1
|
4.03%
|
축소
|
|
|
2015
|
Lapides Asset Management
Greenwich,
Connecticut
|
US$806만
|
-US$10.4만
|
1
|
1.45%
|
축소
|
|
|
2016
|
Stockman Wealth Management
Billings,
Montana
|
US$802만
|
+US$231만
|
3
|
4.88%
|
증가
|
|
|
2017
|
Mission Wealth Management
Santa Barbara,
California
|
US$802만
|
+US$126만
|
6
|
1.59%
|
증가
|
|
|
2018
|
Archon Partners
Princeton Junction,
New Jersey
|
US$801만
|
US$0
|
1
|
2.09%
|
유지됨
|
|
|
2019
|
|
US$800만
|
-US$942만
|
4
|
0.33%
|
축소
|
|
|
2020
|
Alambic Investment Management
Belvedere,
California
|
US$800만
|
+US$116만
|
3
|
1.42%
|
증가
|
|
|
2021
|
Brave Asset Management
Summit,
New Jersey
|
US$799만
|
+US$33.3만
|
5
|
5.11%
|
증가
|
|
|
2022
|
LaSalle Street Capital Management
Chicago,
Illinois
|
US$796만
|
US$0
|
5
|
7.07%
|
유지됨
|
|
|
2023
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
US$795만
|
-US$40.7만
|
12
|
1.87%
|
축소
|
|
|
2024
|
United Bank (West Virginia)
Parkersburg,
West Virginia
|
US$795만
|
-US$37.6만
|
5
|
3.51%
|
축소
|
|
|
2025
|
Lipe & Dalton
Syracuse,
New York
|
US$794만
|
-US$16.2만
|
4
|
5.65%
|
축소
|
|
