|
2001
|
HCR Wealth Advisors
Los Angeles,
California
|
US$2839만
|
-US$65.1만
|
5
|
6.03%
|
축소
|
|
|
2002
|
Spectrum Management Group
Indianapolis,
Indiana
|
US$2836만
|
+US$595만
|
6
|
6.16%
|
증가
|
|
|
2003
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
US$2833만
|
+US$2171만
|
9
|
4.95%
|
증가
|
|
|
2004
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
US$2830만
|
-US$37.3만
|
20
|
7.14%
|
축소
|
|
|
2005
|
Selective Wealth Management
Forest,
Virginia
|
US$2823만
|
-US$167만
|
13
|
12.1%
|
축소
|
|
|
2006
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
US$2822만
|
+US$14.5만
|
7
|
7.31%
|
증가
|
|
|
2007
|
Hohimer Wealth Management
Seattle,
Washington
|
US$2816만
|
+US$143만
|
5
|
9.04%
|
증가
|
|
|
2008
|
Carlson Capital
Dallas,
Texas
|
US$2808만
|
+US$965만
|
2
|
2.12%
|
증가
|
|
|
2009
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
US$2805만
|
+US$6.18만
|
6
|
9.98%
|
증가
|
|
|
2010
|
Wellington Shields & Co
New York
|
US$2798만
|
+US$55.6만
|
7
|
12.21%
|
증가
|
|
|
2011
|
NorthRock Partners
Minneapolis,
Minnesota
|
US$2796만
|
-US$107만
|
6
|
3.25%
|
축소
|
|
|
2012
|
Financial Avengers
Oakland,
California
|
US$2793만
|
-US$6.1만
|
7
|
22.83%
|
축소
|
|
|
2013
|
Towle & Co
Denver,
Colorado
|
US$2790만
|
+US$57.4만
|
1
|
4.56%
|
증가
|
|
|
2014
|
Nishkama Capital LLC
Dorado,
Puerto Rico
|
US$2784만
|
+US$2240만
|
3
|
12.41%
|
증가
|
|
|
2015
|
Patient Capital Management
Baltimore,
Maryland
|
US$2783만
|
-US$445만
|
4
|
13.89%
|
축소
|
|
|
2016
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
US$2783만
|
+US$8.57만
|
6
|
6.59%
|
증가
|
|
|
2017
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
US$2782만
|
+US$72.8만
|
5
|
18.55%
|
증가
|
|
|
2018
|
|
US$2768만
|
+US$147만
|
2
|
13.46%
|
증가
|
|
|
2019
|
Bank of New Hampshire
Laconia,
New Hampshire
|
US$2768만
|
-US$56.1만
|
14
|
8.66%
|
축소
|
|
|
2020
|
Carroll Investors
Mt Pleasant,
South Carolina
|
US$2765만
|
+US$187만
|
5
|
22.28%
|
증가
|
|
|
2021
|
Van Strum & Towne
San Francisco,
California
|
US$2763만
|
-US$18.3만
|
5
|
12.76%
|
축소
|
|
|
2022
|
Centric Wealth Management
Chicago,
Illinois
|
US$2760만
|
+US$320만
|
7
|
10.98%
|
증가
|
|
|
2023
|
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
US$2760만
|
+US$3287만
|
1
|
1.32%
|
신규
|
|
|
2024
|
Lakeside Advisors
Seattle,
Washington
|
US$2751만
|
-US$4.76만
|
2
|
24.62%
|
축소
|
|
|
2025
|
West Coast Financial
Santa Barbara,
California
|
US$2751만
|
+US$60.1만
|
5
|
5.06%
|
증가
|
|
