|
2001
|
Purpose Unlimited Inc
Toronto,
|
US$815만
|
-US$598만
|
9
|
0.31%
|
축소
|
|
|
2002
|
Lincluden Management
Mississauga,
Ontario, Canada
|
US$814만
|
-US$784만
|
1
|
0.8%
|
축소
|
|
|
2003
|
Osbon Capital Management
Boston,
Massachusetts
|
US$814만
|
-US$224만
|
6
|
6.38%
|
축소
|
|
|
2004
|
Weber Capital Management
San Francisco,
California
|
US$813만
|
US$0
|
1
|
6.92%
|
유지됨
|
|
|
2005
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
US$812만
|
-US$14.7만
|
3
|
1.67%
|
축소
|
|
|
2006
|
Trust Investment Advisors
Indianapolis,
Indiana
|
US$811만
|
+US$1.22만
|
2
|
3.87%
|
증가
|
|
|
2007
|
Rockland Trust
Hanover,
Massachusetts
|
US$811만
|
-US$28.7만
|
3
|
0.32%
|
축소
|
|
|
2008
|
|
US$809만
|
+US$56.2만
|
10
|
1.13%
|
증가
|
|
|
2009
|
Marsico Capital Management
Denver,
Colorado
|
US$809만
|
-US$1311만
|
1
|
0.21%
|
축소
|
|
|
2010
|
MRP Capital Investments
Alpharetta,
Georgia
|
US$809만
|
+US$3.17만
|
4
|
5.96%
|
증가
|
|
|
2011
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
US$808만
|
-US$3.12만
|
4
|
0.43%
|
축소
|
|
|
2012
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
US$807만
|
+US$7.9만
|
2
|
1.72%
|
증가
|
|
|
2013
|
Umpqua Bank
Lake Oswego,
Oregon
|
US$806만
|
+US$14.2만
|
3
|
1.81%
|
증가
|
|
|
2014
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
US$806만
|
-US$35.6만
|
2
|
0.61%
|
축소
|
|
|
2015
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
US$805만
|
-US$41.5만
|
5
|
0.91%
|
축소
|
|
|
2016
|
United Bank (Georgia)
Zebulon,
Georgia
|
US$805만
|
-US$36.8만
|
2
|
2.45%
|
축소
|
|
|
2017
|
Quest Investment Management
Lake Oswego,
Oregon
|
US$805만
|
-US$471만
|
2
|
0.94%
|
축소
|
|
|
2018
|
Lewis Asset Management
Lafayette,
California
|
US$803만
|
-US$80.2만
|
4
|
2.81%
|
축소
|
|
|
2019
|
Legacy Financial Advisors
Covington,
Kentucky
|
US$803만
|
+US$107만
|
7
|
0.98%
|
증가
|
|
|
2020
|
Flow Traders U.S.
New York
|
US$803만
|
-US$125만
|
16
|
0.33%
|
축소
|
|
|
2021
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
US$803만
|
-US$105만
|
4
|
0.67%
|
축소
|
|
|
2022
|
LMG Wealth Partners
Shreveport,
Louisiana
|
US$801만
|
-US$19.6만
|
2
|
1.28%
|
축소
|
|
|
2023
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
US$801만
|
+US$275만
|
5
|
0.52%
|
증가
|
|
|
2024
|
Chilton Investment Company
Stamford,
Connecticut
|
US$799만
|
+US$570만
|
4
|
0.19%
|
증가
|
|
|
2025
|
Vickerman Investment Advisors
Spokane,
Washington
|
US$798만
|
+US$400만
|
3
|
1.55%
|
증가
|
|
