|
2001
|
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
|
US$3161만
|
-US$637만
|
2
|
22.4%
|
축소
|
|
|
2002
|
Pursue Wealth Partners
Clayton,
California
|
US$3160만
|
+US$557만
|
12
|
21.58%
|
증가
|
|
|
2003
|
Fiduciary Alliance
Greenville,
South Carolina
|
US$3158만
|
+US$8.88천
|
5
|
7.93%
|
증가
|
|
|
2004
|
Exos TFP Holdings
New York
|
US$3151만
|
+US$1635만
|
9
|
7.95%
|
증가
|
|
|
2005
|
LGT Fund Management
Vaduz,
Liechtenstein
|
US$3150만
|
+US$666만
|
5
|
13.41%
|
증가
|
|
|
2006
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
US$3150만
|
+US$32만
|
5
|
4.89%
|
증가
|
|
|
2007
|
Sunbelt Securities
Houston,
Texas
|
US$3147만
|
+US$602만
|
25
|
5.06%
|
증가
|
|
|
2008
|
Meridian Wealth Advisors
Austin,
Texas
|
US$3141만
|
+US$70만
|
6
|
7.86%
|
증가
|
|
|
2009
|
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
|
US$3141만
|
-US$93.4만
|
2
|
1.71%
|
축소
|
|
|
2010
|
HeadInvest LLC
Portland,
Maine
|
US$3135만
|
-US$68.7만
|
6
|
6.88%
|
축소
|
|
|
2011
|
NorthRock Partners
Minneapolis,
Minnesota
|
US$3130만
|
-US$170만
|
6
|
3.33%
|
축소
|
|
|
2012
|
Destiny Wealth Partners
Tavares,
Florida
|
US$3123만
|
+US$455만
|
5
|
6.46%
|
증가
|
|
|
2013
|
Mather Group
Chicago,
Illinois
|
US$3114만
|
+US$25.4만
|
6
|
0.55%
|
증가
|
|
|
2014
|
GM Advisory Group
Melville,
New York
|
US$3113만
|
-US$2.37만
|
8
|
2.83%
|
축소
|
|
|
2015
|
Brown Shipley & Co
London,
United Kingdom
|
US$3109만
|
+US$2864만
|
6
|
20.04%
|
신규
|
|
|
2016
|
Davidson Kempner Capital Management
New York
|
US$3108만
|
-US$1.98억
|
2
|
0.52%
|
축소
|
|
|
2017
|
Apriem Advisors
Irvine,
California
|
US$3107만
|
+US$31.8만
|
6
|
4.97%
|
증가
|
|
|
2018
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
US$3105만
|
+US$11.5만
|
7
|
11.73%
|
증가
|
|
|
2019
|
Asset Dedication LLC
San Francisco,
California
|
US$3102만
|
+US$127만
|
18
|
2.87%
|
증가
|
|
|
2020
|
Alpha Square Group S
New York
|
US$3100만
|
-US$295만
|
3
|
16.58%
|
축소
|
|
|
2021
|
Lathrop Investment Management
Little Rock,
Arkansas
|
US$3096만
|
+US$10.1만
|
6
|
6.57%
|
증가
|
|
|
2022
|
RDST Capital
Seattle,
Washington
|
US$3092만
|
+US$360만
|
3
|
16.91%
|
증가
|
|
|
2023
|
Renaissance Investment Group
Lenox,
Massachusetts
|
US$3091만
|
-US$65.4만
|
5
|
8.68%
|
축소
|
|
|
2024
|
|
US$3088만
|
-US$2.19만
|
6
|
7.92%
|
축소
|
|
|
2025
|
Nishkama Capital LLC
Dorado,
Puerto Rico
|
US$3085만
|
-US$1388만
|
2
|
6.6%
|
축소
|
|