|
2001
|
Valmark Advisers
Akron,
Ohio
|
US$4971만
|
+US$82.6만
|
8
|
0.78%
|
증가
|
|
|
2002
|
Meridian Wealth Advisors
Austin,
Texas
|
US$4965만
|
-US$33.4만
|
6
|
8.3%
|
축소
|
|
|
2003
|
Madrona Venture Group
Seattle,
Washington
|
US$4958만
|
-US$1230만
|
1
|
66.45%
|
축소
|
|
|
2004
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
US$4943만
|
+US$291만
|
7
|
10.31%
|
증가
|
|
|
2005
|
L2 Asset Management
Wayland,
Massachusetts
|
US$4934만
|
+US$174만
|
8
|
13.41%
|
증가
|
|
|
2006
|
Personal CFO Solutions
Chester,
New Jersey
|
US$4931만
|
+US$20.8만
|
10
|
6.89%
|
증가
|
|
|
2007
|
Jamison Private Wealth Management
Milton,
Georgia
|
US$4909만
|
+US$124만
|
12
|
7.47%
|
증가
|
|
|
2008
|
Westover Capital Advisors
Wilmington,
Delaware
|
US$4909만
|
+US$370만
|
6
|
9.43%
|
증가
|
|
|
2009
|
Sage Mountain Advisors
Atlanta,
Georgia
|
US$4906만
|
+US$248만
|
6
|
4.18%
|
증가
|
|
|
2010
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
US$4902만
|
+US$540만
|
5
|
4.83%
|
증가
|
|
|
2011
|
Koshinski Asset Management
Decatur,
Illinois
|
US$4894만
|
-US$69.4만
|
9
|
4.23%
|
축소
|
|
|
2012
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
US$4888만
|
+US$49.7만
|
6
|
7.57%
|
증가
|
|
|
2013
|
Intellectus Partners
San Francisco,
California
|
US$4886만
|
+US$70.9만
|
9
|
12.49%
|
증가
|
|
|
2014
|
BNC Wealth Management
Beaverton,
Oregon
|
US$4874만
|
+US$317만
|
5
|
17.95%
|
증가
|
|
|
2015
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
US$4868만
|
+US$108만
|
8
|
11.91%
|
증가
|
|
|
2016
|
Timber Creek Capital Management
Boston,
Massachusetts
|
US$4865만
|
+US$74.9만
|
5
|
13.62%
|
증가
|
|
|
2017
|
Segment Wealth Management
Houston,
Texas
|
US$4863만
|
+US$3.77만
|
7
|
3.34%
|
증가
|
|
|
2018
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
US$4862만
|
+US$40.9만
|
6
|
10.23%
|
증가
|
|
|
2019
|
Kelly Lawrence W & Associates
Pasadens,
California
|
US$4855만
|
+US$16.6만
|
8
|
10.95%
|
증가
|
|
|
2020
|
Executive Wealth Management
Brighton,
Michigan
|
US$4855만
|
+US$3476만
|
6
|
3.81%
|
증가
|
|
|
2021
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
US$4843만
|
-US$375만
|
5
|
11.57%
|
축소
|
|
|
2022
|
Symphony Financial
Houston,
Texas
|
US$4815만
|
+US$358만
|
5
|
7.96%
|
증가
|
|
|
2023
|
West Coast Financial
Santa Barbara,
California
|
US$4811만
|
+US$16.8만
|
6
|
5.29%
|
증가
|
|
|
2024
|
Decatur Capital Management
Decatur,
Georgia
|
US$4809만
|
+US$311만
|
3
|
22.14%
|
증가
|
|
|
2025
|
|
US$4806만
|
+US$94.5만
|
7
|
3.5%
|
증가
|
|
