|
2001
|
Merriman Wealth Management
Seattle,
Washington
|
US$5608만
|
+US$89.9만
|
6
|
2.33%
|
증가
|
|
|
2002
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
US$5603만
|
+US$1025만
|
6
|
5.51%
|
증가
|
|
|
2003
|
Huntleigh Advisors
St. Louis,
Missouri
|
US$5601만
|
+US$5446만
|
7
|
12.06%
|
신규
|
|
|
2004
|
Portfolio Design Labs
Encino,
California
|
US$5593만
|
+US$1125만
|
7
|
11.47%
|
증가
|
|
|
2005
|
America First Investment Advisors
Omaha,
Nebraska
|
US$5589만
|
-US$309만
|
4
|
12.21%
|
축소
|
|
|
2006
|
RAM Investment Partners
Bellevue,
Washington
|
US$5577만
|
+US$756만
|
5
|
13.71%
|
증가
|
|
|
2007
|
Aaron Wealth Advisors
Chicago,
Illinois
|
US$5570만
|
+US$279만
|
12
|
6.47%
|
증가
|
|
|
2008
|
Clearline Capital
New York
|
US$5567만
|
-US$5183만
|
4
|
7.37%
|
축소
|
|
|
2009
|
Punch & Associates Investment Management
Edina,
Minnesota
|
US$5566만
|
-US$307만
|
3
|
3.04%
|
축소
|
|
|
2010
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
US$5565만
|
+US$209만
|
9
|
3.53%
|
증가
|
|
|
2011
|
Greatmark Investment Partners
Columbus,
Georgia
|
US$5557만
|
-US$4.54만
|
6
|
7.57%
|
축소
|
|
|
2012
|
Premier Path Wealth Partners
Madison,
New Jersey
|
US$5553만
|
+US$161만
|
9
|
8.46%
|
증가
|
|
|
2013
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
US$5550만
|
+US$322만
|
16
|
3.43%
|
증가
|
|
|
2014
|
Symphony Financial
Houston,
Texas
|
US$5545만
|
+US$109만
|
5
|
8.71%
|
증가
|
|
|
2015
|
Constitution Capital
Shelton,
Connecticut
|
US$5537만
|
-US$121만
|
3
|
31.07%
|
축소
|
|
|
2016
|
Jessup Wealth Management
Dayton,
Ohio
|
US$5530만
|
+US$713만
|
5
|
23.58%
|
증가
|
|
|
2017
|
One Wealth Capital Management
Scottsdale,
Arizona
|
US$5530만
|
+US$5526만
|
5
|
28.05%
|
신규
|
|
|
2018
|
Cache Advisors
San Francisco,
California
|
US$5525만
|
+US$5271만
|
10
|
23.03%
|
신규
|
|
|
2019
|
Harspring Capital Management
New York
|
US$5514만
|
-US$511만
|
2
|
15.67%
|
축소
|
|
|
2020
|
Needham Investment Management
New York
|
US$5513만
|
+US$211만
|
4
|
4.25%
|
증가
|
|
|
2021
|
Plimoth Trust
Plymouth,
Massachusetts
|
US$5511만
|
-US$26.8만
|
6
|
14.15%
|
축소
|
|
|
2022
|
Aspiriant LLC
Los Angeles,
California
|
US$5508만
|
+US$33.8만
|
7
|
1.99%
|
증가
|
|
|
2023
|
|
US$5500만
|
US$0
|
4
|
46.84%
|
유지됨
|
|
|
2024
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
US$5484만
|
+US$387만
|
8
|
11.47%
|
증가
|
|
|
2025
|
Cypress Asset Management
Houston,
Texas
|
US$5479만
|
-US$118만
|
5
|
13.6%
|
축소
|
|
