|
2001
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
US$2674만
|
-US$78.8만
|
6
|
6.33%
|
축소
|
|
|
2002
|
|
US$2666만
|
+US$252만
|
2
|
11.8%
|
증가
|
|
|
2003
|
Graypoint LLC
Albany,
New York
|
US$2664만
|
-US$90.9만
|
8
|
3.18%
|
축소
|
|
|
2004
|
Hedeker Wealth
Lincolnshire,
Illinois
|
US$2662만
|
-US$274만
|
5
|
9.95%
|
축소
|
|
|
2005
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
US$2660만
|
+US$2781만
|
6
|
6.81%
|
신규
|
|
|
2006
|
Continuum Advisory
Eagle,
Idaho
|
US$2657만
|
-US$79.9만
|
6
|
4.79%
|
축소
|
|
|
2007
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
US$2656만
|
-US$41.6만
|
8
|
11.72%
|
축소
|
|
|
2008
|
SQN Investors
Menlo Park,
California
|
US$2656만
|
-US$1471만
|
2
|
10.29%
|
축소
|
|
|
2009
|
Bell Bank
Fargo,
North Dakota
|
US$2655만
|
+US$44.1만
|
7
|
3.09%
|
증가
|
|
|
2010
|
Summit Financial
Parsippany,
New Jersey
|
US$2650만
|
-US$409만
|
7
|
2.49%
|
축소
|
|
|
2011
|
Greatmark Investment Partners
Columbus,
Georgia
|
US$2650만
|
+US$220만
|
5
|
4.85%
|
증가
|
|
|
2012
|
Lindbrook Capital
Calabasas,
California
|
US$2644만
|
+US$155만
|
28
|
3.26%
|
증가
|
|
|
2013
|
Daily Journal Corp
Los Angeles,
California
|
US$2643만
|
US$0
|
1
|
15.15%
|
유지됨
|
|
|
2014
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
US$2642만
|
+US$285만
|
2
|
6.85%
|
증가
|
|
|
2015
|
Winch Advisory Services
Appleton,
Wisconsin
|
US$2640만
|
-US$103만
|
9
|
11.26%
|
축소
|
|
|
2016
|
Bridgewater Advisors
New York
|
US$2637만
|
-US$988만
|
6
|
6.38%
|
축소
|
|
|
2017
|
Wellington Shields & Co
New York
|
US$2633만
|
-US$146만
|
7
|
5.98%
|
축소
|
|
|
2018
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
US$2630만
|
-US$43.4만
|
9
|
4.37%
|
축소
|
|
|
2019
|
Fiduciary Alliance
Greenville,
South Carolina
|
US$2628만
|
+US$2740만
|
16
|
6.8%
|
신규
|
|
|
2020
|
Valliance Asset Management
Central,
Hong Kong
|
US$2626만
|
+US$1594만
|
1
|
37.24%
|
증가
|
|
|
2021
|
Zions Bancorporation
Salt Lake City,
Utah
|
US$2622만
|
-US$31.3만
|
20
|
2.07%
|
축소
|
|
|
2022
|
RFG Advisory
Birmingham,
Alabama
|
US$2620만
|
-US$137만
|
7
|
1.32%
|
축소
|
|
|
2023
|
Consolidated Capital Management
Burbank,
California
|
US$2618만
|
+US$24.4만
|
3
|
15.62%
|
증가
|
|
|
2024
|
Procyon Advisors
Shelton,
Connecticut
|
US$2618만
|
+US$701만
|
8
|
4.79%
|
증가
|
|
|
2025
|
GFG Capital
Miami,
Florida
|
US$2617만
|
-US$174만
|
5
|
4.14%
|
축소
|
|
