|
2001
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
US$1021만
|
-US$1.27만
|
7
|
2.98%
|
축소
|
|
|
2002
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
US$1020만
|
-US$10.2만
|
3
|
4.62%
|
축소
|
|
|
2003
|
HCR Wealth Advisors
Los Angeles,
California
|
US$1018만
|
-US$52.2만
|
5
|
5.03%
|
축소
|
|
|
2004
|
Wintrust Investments
Chicago,
Illinois
|
US$1016만
|
+US$38.7만
|
9
|
2.7%
|
증가
|
|
|
2005
|
Kerrisdale Advisers
Miami,
Florida
|
US$1015만
|
+US$840만
|
2
|
9.34%
|
증가
|
|
|
2006
|
Cadence Bank NA
Houston,
Texas
|
US$1014만
|
-US$13.5만
|
6
|
4.63%
|
축소
|
|
|
2007
|
S&T Bank
Indiana,
Pennsylvania
|
US$1014만
|
-US$58.6만
|
1
|
1.84%
|
축소
|
|
|
2008
|
Horan Capital Advisors
Cincinnati,
Ohio
|
US$1012만
|
+US$163만
|
5
|
6.89%
|
증가
|
|
|
2009
|
Bray Capital Advisors
Naples,
Florida
|
US$1011만
|
-US$7.41만
|
5
|
5.54%
|
축소
|
|
|
2010
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
US$1010만
|
+US$18.7만
|
2
|
9.7%
|
증가
|
|
|
2011
|
Cognios Capital
Leawood,
Kansas
|
US$1008만
|
-US$1951만
|
6
|
3.53%
|
축소
|
|
|
2012
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
US$1007만
|
+US$1006만
|
3
|
7.4%
|
신규
|
|
|
2013
|
Aviance Capital Partners
Naples,
Florida
|
US$1006만
|
+US$40.3만
|
7
|
3.24%
|
증가
|
|
|
2014
|
Oarsman Capital
Milwaukee,
Wisconsin
|
US$1003만
|
-US$11.9만
|
6
|
4.59%
|
축소
|
|
|
2015
|
BB&T Investment Services
Charlotte,
North Carolina
|
US$1000만
|
+US$328만
|
13
|
2.51%
|
증가
|
|
|
2016
|
IMA Advisory Services
Denver,
Colorado
|
US$997만
|
+US$153만
|
6
|
4.8%
|
증가
|
|
|
2017
|
Cypress Asset Management
Houston,
Texas
|
US$996만
|
+US$282만
|
6
|
2.04%
|
증가
|
|
|
2018
|
Horizon Investment Services
Hammond,
Indiana
|
US$992만
|
+US$1.5만
|
4
|
4.44%
|
증가
|
|
|
2019
|
Point View Wealth Management
Summit,
New Jersey
|
US$989만
|
+US$225만
|
6
|
4.87%
|
증가
|
|
|
2020
|
|
US$988만
|
US$0
|
2
|
3.91%
|
유지됨
|
|
|
2021
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
US$987만
|
+US$26.9만
|
3
|
3.41%
|
증가
|
|
|
2022
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
US$987만
|
-US$72.6만
|
5
|
3.87%
|
축소
|
|
|
2023
|
Peconic Partners
New York
|
US$985만
|
+US$495만
|
3
|
1.59%
|
증가
|
|
|
2024
|
Concentric Wealth Management
Lafayette,
California
|
US$984만
|
+US$10.6만
|
5
|
7.81%
|
증가
|
|
|
2025
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
US$983만
|
-US$116만
|
6
|
5.03%
|
축소
|
|