|
2001
|
Sargent Investment Group
Bethesda,
Maryland
|
US$1466만
|
+US$1585만
|
6
|
9.01%
|
신규
|
|
|
2002
|
Emerson Point Capital
Larchmont,
New York
|
US$1465만
|
+US$1553만
|
3
|
5.9%
|
신규
|
|
|
2003
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
US$1461만
|
-US$375만
|
7
|
3.36%
|
축소
|
|
|
2004
|
WealthPLAN Partners
Omaha,
Nebraska
|
US$1453만
|
+US$93.5만
|
6
|
2.34%
|
증가
|
|
|
2005
|
|
US$1450만
|
-US$6.74천
|
4
|
6.34%
|
축소
|
|
|
2006
|
Wells Trecaso Financial Group
Akron,
Ohio
|
US$1449만
|
+US$29.1만
|
5
|
13.85%
|
증가
|
|
|
2007
|
Arete Wealth Advisors
Chicago,
Illinois
|
US$1446만
|
+US$199만
|
8
|
3.52%
|
증가
|
|
|
2008
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
US$1445만
|
-US$44.1만
|
7
|
4.32%
|
축소
|
|
|
2009
|
10-15 Associates
Goshen,
New York
|
US$1444만
|
+US$1143만
|
3
|
3.53%
|
증가
|
|
|
2010
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
US$1442만
|
-US$31.1만
|
10
|
6.41%
|
축소
|
|
|
2011
|
Court Place Advisors
Ellicott City,
Maryland
|
US$1442만
|
+US$2.33만
|
5
|
6.57%
|
증가
|
|
|
2012
|
Punch & Associates Investment Management
Edina,
Minnesota
|
US$1442만
|
-US$6.4만
|
2
|
1.38%
|
축소
|
|
|
2013
|
Affinity Investment Advisors
Newport Beach,
California
|
US$1441만
|
-US$377만
|
2
|
2.52%
|
축소
|
|
|
2014
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
US$1434만
|
+US$1531만
|
4
|
11.66%
|
신규
|
|
|
2015
|
America First Investment Advisors
Omaha,
Nebraska
|
US$1433만
|
-US$14만
|
5
|
4.79%
|
축소
|
|
|
2016
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
US$1428만
|
+US$1527만
|
5
|
13.65%
|
신규
|
|
|
2017
|
Spearhead Capital Advisors
Wellington,
Florida
|
US$1428만
|
-US$29.3만
|
3
|
6.12%
|
축소
|
|
|
2018
|
Rice Partnership
Honolulu,
Hawaii
|
US$1425만
|
-US$49만
|
4
|
12.82%
|
축소
|
|
|
2019
|
Montgomery Investment Management
Rockville,
Maryland
|
US$1416만
|
-US$54.1만
|
4
|
7.19%
|
축소
|
|
|
2020
|
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
|
US$1416만
|
+US$782만
|
3
|
5.92%
|
증가
|
|
|
2021
|
SFMG Wealth Advisors
Plano,
Texas
|
US$1415만
|
+US$199만
|
7
|
2.29%
|
증가
|
|
|
2022
|
Springhouse Capital Management
Westport,
Connecticut
|
US$1415만
|
+US$1567만
|
2
|
6.84%
|
신규
|
|
|
2023
|
Greenline Partners
New York
|
US$1414만
|
US$0
|
4
|
4.43%
|
유지됨
|
|
|
2024
|
Telos Capital Management
San Diego,
California
|
US$1414만
|
+US$81.8만
|
7
|
5.23%
|
증가
|
|
|
2025
|
Brightworth
Atlanta,
Georgia
|
US$1414만
|
-US$140만
|
4
|
3.25%
|
축소
|
|
