|
2001
|
Avidian Wealth Enterprises
Houston,
Texas
|
US$2431만
|
-US$14.3만
|
6
|
3.28%
|
축소
|
|
|
2002
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
US$2427만
|
-US$312만
|
5
|
4.69%
|
축소
|
|
|
2003
|
Robertson Stephens Wealth Management
San Francisco,
California
|
US$2415만
|
+US$519만
|
7
|
6.97%
|
증가
|
|
|
2004
|
Ninety One
Cape Town,
South Africa
|
US$2414만
|
-US$1756만
|
5
|
11.55%
|
축소
|
|
|
2005
|
Wells Trecaso Financial Group
Akron,
Ohio
|
US$2411만
|
+US$99.1만
|
6
|
16.63%
|
증가
|
|
|
2006
|
Cozad Asset Management
Champaign,
Illinois
|
US$2408만
|
-US$76.8만
|
7
|
4.9%
|
축소
|
|
|
2007
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
US$2406만
|
+US$117만
|
7
|
2.28%
|
증가
|
|
|
2008
|
Nepsis Inc
Minneapolis,
Minnesota
|
US$2402만
|
+US$499만
|
4
|
11.62%
|
증가
|
|
|
2009
|
Brightworth
Atlanta,
Georgia
|
US$2398만
|
+US$8.5만
|
5
|
3.33%
|
증가
|
|
|
2010
|
Hoertkorn Richard Charles
|
US$2398만
|
-US$68.7만
|
8
|
16.34%
|
축소
|
|
|
2011
|
Zuckerman Investment Group
Chicago,
Illinois
|
US$2396만
|
+US$58.1만
|
4
|
5.67%
|
증가
|
|
|
2012
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
US$2393만
|
-US$61만
|
4
|
2.64%
|
축소
|
|
|
2013
|
Archford Capital Strategies
Swansea,
Illinois
|
US$2388만
|
+US$60.2만
|
7
|
7.11%
|
증가
|
|
|
2014
|
Cadence Bank
Tupelo,
Mississippi
|
US$2387만
|
-US$8.04만
|
5
|
4.93%
|
축소
|
|
|
2015
|
Odey Asset Management Group
London,
United Kingdom
|
US$2382만
|
-US$143만
|
6
|
4.09%
|
축소
|
|
|
2016
|
Global Financial Private Capital
Sarasota,
Florida
|
US$2373만
|
+US$228만
|
7
|
1.49%
|
증가
|
|
|
2017
|
Marvin & Palmer Associates
Wilmington,
Delaware
|
US$2372만
|
+US$239만
|
4
|
14.31%
|
증가
|
|
|
2018
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
US$2371만
|
+US$39.8만
|
7
|
3.83%
|
증가
|
|
|
2019
|
Sirios Capital Management
Boston,
Massachusetts
|
US$2370만
|
-US$1141만
|
1
|
1.93%
|
축소
|
|
|
2020
|
|
US$2368만
|
-US$14.3만
|
7
|
9.55%
|
축소
|
|
|
2021
|
Willis Investment Counsel
Gainesville,
Georgia
|
US$2368만
|
-US$2385만
|
2
|
1.84%
|
축소
|
|
|
2022
|
Knuff & Co
Foster City,
California
|
US$2366만
|
+US$386만
|
8
|
12.96%
|
증가
|
|
|
2023
|
Venturi Wealth Management
Austin,
Texas
|
US$2364만
|
-US$14.8만
|
7
|
3.17%
|
축소
|
|
|
2024
|
Connable Office Inc
Kalamazoo,
Michigan
|
US$2362만
|
-US$476만
|
5
|
4.65%
|
축소
|
|
|
2025
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
US$2355만
|
-US$10.1만
|
8
|
4.71%
|
축소
|
|