|
2001
|
Mattern Wealth Management
Lawrence,
Kansas
|
US$1160만
|
+US$2.64천
|
2
|
1.9%
|
증가
|
|
|
2002
|
Highview Capital Management
Buffalo Grove,
Illinois
|
US$1159만
|
+US$125만
|
5
|
3.33%
|
증가
|
|
|
2003
|
Csenge Advisory Group
Clearwater,
Florida
|
US$1158만
|
-US$161만
|
6
|
0.47%
|
축소
|
|
|
2004
|
Schnieders Capital Management
Pasadena,
California
|
US$1157만
|
+US$33.6만
|
3
|
1.52%
|
증가
|
|
|
2005
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
US$1157만
|
+US$45.8만
|
3
|
0.95%
|
증가
|
|
|
2006
|
Mendel Money Management
Northbrook,
Illinois
|
US$1156만
|
-US$162만
|
3
|
4.23%
|
축소
|
|
|
2007
|
Hollow Brook Wealth Management
Katonah,
New York
|
US$1156만
|
-US$82.4만
|
3
|
2.3%
|
축소
|
|
|
2008
|
Capital Group Investment Management
Raffles Quay,
Singapore
|
US$1154만
|
+US$38.8만
|
4
|
1.74%
|
증가
|
|
|
2009
|
Trajan Wealth
Scottsdale,
Arizona
|
US$1153만
|
-US$580만
|
3
|
0.44%
|
축소
|
|
|
2010
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
US$1151만
|
+US$9.23만
|
6
|
3.47%
|
증가
|
|
|
2011
|
Consolidated Planning Corp
Atlanta,
Georgia
|
US$1150만
|
+US$30.8만
|
3
|
1.55%
|
증가
|
|
|
2012
|
Chelsea Counsel Company
Los Angeles,
California
|
US$1148만
|
-US$16.4만
|
5
|
4.86%
|
축소
|
|
|
2013
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
US$1145만
|
+US$216만
|
6
|
0.6%
|
증가
|
|
|
2014
|
Trust Investment Advisors
Indianapolis,
Indiana
|
US$1144만
|
-US$1.39만
|
4
|
5.46%
|
축소
|
|
|
2015
|
Heartland Bank & Trust
Bloomington,
Illinois
|
US$1144만
|
-US$39.1만
|
4
|
2.37%
|
축소
|
|
|
2016
|
Bridge City Capital
Lake Oswego,
Oregon
|
US$1143만
|
-US$1260만
|
4
|
2.61%
|
축소
|
|
|
2017
|
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
|
US$1142만
|
+US$1174만
|
1
|
1.13%
|
신규
|
|
|
2018
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
US$1140만
|
+US$72.3만
|
16
|
3.03%
|
증가
|
|
|
2019
|
Simcoe Capital
Spokane,
Washington
|
US$1140만
|
+US$431만
|
2
|
6.95%
|
증가
|
|
|
2020
|
Concord Wealth Partners
Abingdon,
Virginia
|
US$1140만
|
+US$47.6만
|
13
|
1.31%
|
증가
|
|
|
2021
|
Portfolio Design Labs
Encino,
California
|
US$1137만
|
+US$446만
|
6
|
1.86%
|
증가
|
|
|
2022
|
EntryPoint Capital
New York
|
US$1137만
|
-US$173만
|
19
|
2.76%
|
축소
|
|
|
2023
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
US$1135만
|
+US$186만
|
3
|
4.55%
|
증가
|
|
|
2024
|
Cunning Capital Partners
Morrisville,
North Carolina
|
US$1134만
|
US$0
|
2
|
4.58%
|
유지됨
|
|
|
2025
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
US$1133만
|
-US$188만
|
4
|
1.64%
|
축소
|
|
