|
2001
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
US$5894만
|
+US$991만
|
9
|
9.12%
|
증가
|
|
|
2002
|
Royal Fund Management
Lady Lake,
Florida
|
US$5882만
|
+US$504만
|
9
|
5.58%
|
증가
|
|
|
2003
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
US$5882만
|
-US$303만
|
6
|
5.29%
|
축소
|
|
|
2004
|
Torray Investment Partners
Bethesda,
Maryland
|
US$5878만
|
+US$1786만
|
4
|
8.62%
|
증가
|
|
|
2005
|
Meridian Wealth Advisors
Austin,
Texas
|
US$5876만
|
+US$384만
|
7
|
7.77%
|
증가
|
|
|
2006
|
|
US$5871만
|
-US$650만
|
4
|
35.09%
|
축소
|
|
|
2007
|
Two Creeks Capital Management
New York
|
US$5871만
|
-US$1121만
|
1
|
6.03%
|
축소
|
|
|
2008
|
BTG Pactual Asset Management US
New York
|
US$5870만
|
+US$509만
|
5
|
5.08%
|
증가
|
|
|
2009
|
New Hampshire Trust
Concord,
New Hampshire
|
US$5870만
|
-US$15.7만
|
5
|
11.84%
|
축소
|
|
|
2010
|
Blume Capital Management
Berkeley,
California
|
US$5864만
|
+US$1890만
|
7
|
9.97%
|
증가
|
|
|
2011
|
Advisory Alpha
Holland,
Michigan
|
US$5863만
|
+US$442만
|
6
|
1.6%
|
증가
|
|
|
2012
|
Guardian Partners
Toronto,
Canada
|
US$5860만
|
-US$350만
|
7
|
4.88%
|
축소
|
|
|
2013
|
Portside Wealth Group
Provo,
Utah
|
US$5856만
|
-US$986만
|
9
|
7.93%
|
축소
|
|
|
2014
|
HORAN Wealth
Cincinnati,
Ohio
|
US$5854만
|
+US$1951만
|
5
|
5.56%
|
증가
|
|
|
2015
|
Westerkirk Capital
Victoria,
|
US$5850만
|
-US$226만
|
8
|
6.3%
|
축소
|
|
|
2016
|
XML Financial
Bethesda,
Maryland
|
US$5839만
|
+US$155만
|
6
|
4.71%
|
증가
|
|
|
2017
|
Titleist Asset Management
San Antonio,
Texas
|
US$5838만
|
+US$1500만
|
11
|
4.41%
|
증가
|
|
|
2018
|
McDonough Capital Management
Orlando,
Florida
|
US$5822만
|
-US$406만
|
4
|
31.83%
|
축소
|
|
|
2019
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
US$5820만
|
+US$365만
|
8
|
9.85%
|
증가
|
|
|
2020
|
RMR Wealth Builders
Montclair,
New Jersey
|
US$5820만
|
+US$334만
|
9
|
4.58%
|
증가
|
|
|
2021
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
US$5817만
|
+US$85만
|
6
|
2.27%
|
증가
|
|
|
2022
|
|
US$5815만
|
-US$3414만
|
10
|
3.13%
|
축소
|
|
|
2023
|
EdenTree Asset Management
London,
United Kingdom
|
US$5808만
|
-US$80.6만
|
3
|
17.51%
|
축소
|
|
|
2024
|
Draper Asset Management
Smithtown,
New York
|
US$5806만
|
-US$35.1만
|
3
|
33.01%
|
축소
|
|
|
2025
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
US$5806만
|
-US$57.7만
|
5
|
24.41%
|
축소
|
|
