|
2001
|
Telos Capital Management
San Diego,
California
|
US$1592만
|
+US$115만
|
7
|
5.09%
|
증가
|
|
|
2002
|
Perella Weinberg Partners Capital Management
New York
|
US$1591만
|
+US$571만
|
2
|
0.73%
|
증가
|
|
|
2003
|
Cortina Asset Management
Milwaukee,
Wisconsin
|
US$1585만
|
-US$754만
|
4
|
0.74%
|
축소
|
|
|
2004
|
SimplyRich
Carlsbad,
California
|
US$1584만
|
+US$15.2만
|
6
|
8.64%
|
증가
|
|
|
2005
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
US$1582만
|
+US$419만
|
5
|
4.3%
|
증가
|
|
|
2006
|
Grace Capital
Quincy,
Massachusetts
|
US$1581만
|
+US$95만
|
5
|
6.19%
|
증가
|
|
|
2007
|
Corient Capital Partners
Newport Beach,
California
|
US$1576만
|
US$0
|
6
|
2.62%
|
유지됨
|
|
|
2008
|
Penbrook Management
New York
|
US$1576만
|
-US$8.67천
|
6
|
15.09%
|
축소
|
|
|
2009
|
One Capital Management
Westlake Village,
California
|
US$1574만
|
+US$172만
|
7
|
2.85%
|
증가
|
|
|
2010
|
Wellington Shields & Co
New York
|
US$1571만
|
-US$37.5만
|
6
|
8.51%
|
축소
|
|
|
2011
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
US$1568만
|
+US$1392만
|
7
|
4.77%
|
증가
|
|
|
2012
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
US$1565만
|
+US$66.3만
|
4
|
4.39%
|
증가
|
|
|
2013
|
CFO4Life Group
Coppell,
Texas
|
US$1560만
|
+US$41.7만
|
6
|
6.92%
|
증가
|
|
|
2014
|
Karp Capital Management
Sausalito,
California
|
US$1560만
|
+US$153만
|
6
|
5.37%
|
증가
|
|
|
2015
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
US$1552만
|
-US$322만
|
2
|
4.17%
|
축소
|
|
|
2016
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
US$1549만
|
-US$224만
|
3
|
7.49%
|
축소
|
|
|
2017
|
Clearstead Trust
Portland,
Maine
|
US$1549만
|
-US$23.6만
|
6
|
11.89%
|
축소
|
|
|
2018
|
Rikoon Group
Santa Fe,
New Mexico
|
US$1548만
|
-US$86.3만
|
7
|
5.48%
|
축소
|
|
|
2019
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
US$1541만
|
-US$2.33만
|
14
|
2.17%
|
축소
|
|
|
2020
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
US$1540만
|
+US$72.3만
|
11
|
5.34%
|
증가
|
|
|
2021
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
US$1538만
|
-US$26.1만
|
6
|
1.54%
|
축소
|
|
|
2022
|
|
US$1535만
|
+US$44만
|
7
|
7.02%
|
증가
|
|
|
2023
|
Horizon Investment Services
Hammond,
Indiana
|
US$1535만
|
+US$442만
|
5
|
8.02%
|
증가
|
|
|
2024
|
Hendley & Co
Zanesville,
Ohio
|
US$1534만
|
+US$305만
|
3
|
7.54%
|
증가
|
|
|
2025
|
|
US$1534만
|
+US$96.7만
|
1
|
4.23%
|
증가
|
|
