|
2001
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
US$240만
|
+US$1.13만
|
2
|
0.43%
|
증가
|
|
|
2002
|
Arrow Financial
Glens Falls,
New York
|
US$239만
|
+US$28.1만
|
2
|
0.21%
|
증가
|
|
|
2003
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
US$239만
|
+US$18.3만
|
2
|
0.13%
|
증가
|
|
|
2004
|
|
US$239만
|
+US$29.6만
|
4
|
0.71%
|
증가
|
|
|
2005
|
Advisory Alpha
Holland,
Michigan
|
US$239만
|
+US$7.37만
|
2
|
0.06%
|
증가
|
|
|
2006
|
Tred Avon Family Wealth
Easton,
Maryland
|
US$239만
|
-US$2.89만
|
2
|
0.73%
|
축소
|
|
|
2007
|
Kane Investment Management
Los Gatos,
California
|
US$238만
|
+US$53.5만
|
3
|
1.02%
|
증가
|
|
|
2008
|
Lakeside Advisors
Seattle,
Washington
|
US$238만
|
US$0
|
1
|
1.5%
|
유지됨
|
|
|
2009
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
US$238만
|
US$0
|
2
|
0.59%
|
유지됨
|
|
|
2010
|
VUB Generali dochodkova spravcovska spolocnost
Bratislava,
|
US$237만
|
US$0
|
1
|
1.63%
|
유지됨
|
|
|
2011
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
US$237만
|
+US$113만
|
3
|
0.48%
|
증가
|
|
|
2012
|
Wynn Capital
Augusta,
Georgia
|
US$236만
|
-US$5.1천
|
1
|
1.06%
|
축소
|
|
|
2013
|
Illumine Investment Management
Poulsbo,
Washington
|
US$236만
|
-US$217만
|
0
|
–
|
청산됨
|
|
|
2014
|
First Horizon Corporation
Memphis,
Tennessee
|
US$236만
|
-US$1.83만
|
5
|
0.09%
|
축소
|
|
|
2015
|
Indivisible Partners
Clearwater,
Florida
|
US$236만
|
+US$68.6만
|
2
|
0.13%
|
증가
|
|
|
2016
|
Advisory Resource Group
Tulsa,
Oklahoma
|
US$235만
|
-US$16만
|
2
|
0.35%
|
축소
|
|
|
2017
|
Davis Investment Partners
Charlotte,
North Carolina
|
US$235만
|
US$0
|
1
|
0.72%
|
유지됨
|
|
|
2018
|
Financial Security Advisor
Virginia Beach,
Virginia
|
US$235만
|
+US$57.3만
|
2
|
0.38%
|
증가
|
|
|
2019
|
New Paradigm Capital Management
Great Falls,
Virginia
|
US$235만
|
-US$235만
|
1
|
5.02%
|
축소
|
|
|
2020
|
Viking Fund Management
Minot,
North Dakota
|
US$235만
|
US$0
|
1
|
0.21%
|
유지됨
|
|
|
2021
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
US$235만
|
+US$14.5만
|
3
|
0.62%
|
증가
|
|
|
2022
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
US$235만
|
-US$4.25만
|
1
|
0.46%
|
축소
|
|
|
2023
|
Semper Augustus Investments Group
Highlands Ranch,
Colorado
|
US$234만
|
US$0
|
1
|
0.26%
|
유지됨
|
|
|
2024
|
Goldstream Capital Management
Central,
Hong Kong
|
US$234만
|
-US$178만
|
1
|
1.77%
|
축소
|
|
|
2025
|
Chesapeake Capital Corp
Tampa,
Florida
|
US$234만
|
-US$17.9만
|
2
|
1.23%
|
축소
|
|
