|
2001
|
Hendley & Co
Zanesville,
Ohio
|
US$1754만
|
+US$95.2만
|
4
|
6.21%
|
증가
|
|
|
2002
|
Beacon Financial Group
Dallas,
Texas
|
US$1750만
|
+US$192만
|
10
|
1.59%
|
증가
|
|
|
2003
|
Advyzon Investment Management
Lisle,
Illinois
|
US$1747만
|
+US$166만
|
20
|
1.27%
|
증가
|
|
|
2004
|
Cigna Investments
Bloomfield,
Connecticut
|
US$1746만
|
-US$61만
|
17
|
2.26%
|
축소
|
|
|
2005
|
Avior Wealth Management
Omaha,
Nebraska
|
US$1744만
|
-US$1542만
|
13
|
0.46%
|
축소
|
|
|
2006
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
US$1740만
|
+US$92.3만
|
8
|
2.59%
|
증가
|
|
|
2007
|
TriCert Investment Counsel
Waterloo,
|
US$1739만
|
+US$1682만
|
1
|
1.62%
|
신규
|
|
|
2008
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
US$1739만
|
+US$7.42만
|
22
|
1.23%
|
증가
|
|
|
2009
|
Cambridge Financial Group
Columbus,
Ohio
|
US$1739만
|
+US$122만
|
2
|
6.05%
|
증가
|
|
|
2010
|
InceptionR
Lafayette,
California
|
US$1738만
|
+US$113만
|
23
|
4.27%
|
증가
|
|
|
2011
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
US$1738만
|
+US$421만
|
5
|
1.26%
|
증가
|
|
|
2012
|
Gryphon Financial Partners
Columbus,
Ohio
|
US$1736만
|
+US$32만
|
13
|
1.53%
|
증가
|
|
|
2013
|
Joel Isaacson & Co
New York
|
US$1736만
|
+US$86.1만
|
9
|
0.5%
|
증가
|
|
|
2014
|
Premier Fund Managers
Guildford,
United Kingdom
|
US$1735만
|
+US$575만
|
3
|
1.57%
|
증가
|
|
|
2015
|
Highland Peak Capital
Old Greenwich,
Connecticut
|
US$1732만
|
+US$1618만
|
1
|
5.04%
|
신규
|
|
|
2016
|
AMI Asset Management
Los Angeles,
California
|
US$1731만
|
+US$1560만
|
4
|
1%
|
증가
|
|
|
2017
|
Matrix Asset Advisors
White Plains,
New York
|
US$1726만
|
+US$15.8만
|
2
|
1.4%
|
증가
|
|
|
2018
|
Obion Capital Management
Miami,
Florida
|
US$1723만
|
-US$258만
|
3
|
14.65%
|
축소
|
|
|
2019
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
US$1723만
|
+US$120만
|
9
|
2.88%
|
증가
|
|
|
2020
|
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
|
US$1722만
|
-US$107만
|
11
|
1.41%
|
축소
|
|
|
2021
|
Checchi Capital Advisers
Beverly Hills,
California
|
US$1722만
|
-US$75.3만
|
16
|
0.78%
|
축소
|
|
|
2022
|
Portfolio Design Labs
Encino,
California
|
US$1721만
|
+US$387만
|
10
|
2.82%
|
증가
|
|
|
2023
|
Trivium Point Advisory
Westport,
Connecticut
|
US$1720만
|
+US$915만
|
12
|
1.56%
|
증가
|
|
|
2024
|
Headlands Technologies
Chicago,
Illinois
|
US$1719만
|
-US$436만
|
16
|
1.82%
|
축소
|
|
|
2025
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
US$1716만
|
-US$662만
|
2
|
2.49%
|
축소
|
|
