|
2001
|
M.E. Allison & Co
San Antonio,
Texas
|
US$13.7만
|
+US$9.48만
|
1
|
0.08%
|
신규
|
|
|
2002
|
|
US$13.4만
|
-US$39.6만
|
2
|
0%
|
축소
|
|
|
2003
|
Abound Wealth Management
Franklin,
Tennessee
|
US$13.4만
|
-US$1.74만
|
4
|
0.03%
|
축소
|
|
|
2004
|
Hager Investment Management Services
New London,
New Hampshire
|
US$13.4만
|
+US$2.02천
|
2
|
0.06%
|
증가
|
|
|
2005
|
Swiss Re
Zurich,
Switzerland
|
US$13.3만
|
+US$11.9만
|
1
|
0.01%
|
증가
|
|
|
2006
|
Pacific Center for Financial Services
San Ramon,
California
|
US$13.3만
|
+US$383
|
2
|
0.03%
|
증가
|
|
|
2007
|
Avion Wealth
The Woodlands,
Texas
|
US$13.3만
|
+US$249
|
5
|
0.02%
|
증가
|
|
|
2008
|
C2C Wealth Management
Scottsdale,
Arizona
|
US$13.2만
|
US$0
|
1
|
0.1%
|
유지됨
|
|
|
2009
|
Sittner & Nelson
Eugene,
Oregon
|
US$13만
|
US$0
|
1
|
0.04%
|
유지됨
|
|
|
2010
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
US$12.9만
|
-US$4.21만
|
1
|
0.01%
|
축소
|
|
|
2011
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
US$12.8만
|
US$0
|
1
|
0%
|
유지됨
|
|
|
2012
|
Astoria Portfolio Advisors
New York
|
US$12.7만
|
+US$8.8만
|
1
|
0.02%
|
신규
|
|
|
2013
|
Kemnay Advisory Services
New York
|
US$12.7만
|
+US$1.02만
|
4
|
0.02%
|
증가
|
|
|
2014
|
Baxter Bros Inc
Riverside,
Connecticut
|
US$12.7만
|
+US$14.7만
|
1
|
0.01%
|
신규
|
|
|
2015
|
Morse Asset Management
Darien,
Connecticut
|
US$12.7만
|
+US$5.25만
|
3
|
0.02%
|
증가
|
|
|
2016
|
Financial Network Wealth Advisors
Murray,
Utah
|
US$12.6만
|
-US$2.57만
|
2
|
0.13%
|
축소
|
|
|
2017
|
Chesapeake Asset Management
New York
|
US$12.5만
|
-US$4.79천
|
2
|
0.1%
|
축소
|
|
|
2018
|
Salomon & Ludwin
Richmond,
Virginia
|
US$12.5만
|
US$0
|
3
|
0.01%
|
유지됨
|
|
|
2019
|
Kozak & Associates
Highlands Ranch,
Colorado
|
US$12.2만
|
US$0
|
1
|
0.02%
|
유지됨
|
|
|
2020
|
Claret Asset Management
Montreal,
Quebec, Canada
|
US$12.1만
|
-US$1.13만
|
1
|
0.01%
|
축소
|
|
|
2021
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
US$12만
|
+US$192
|
2
|
0.02%
|
증가
|
|
|
2022
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
US$11.6만
|
+US$8.01만
|
1
|
0.01%
|
신규
|
|
|
2023
|
Polymer Capital Management (HK)
Hong Kong
|
US$11.6만
|
-US$294만
|
1
|
0.01%
|
축소
|
|
|
2024
|
Wiser Advisor Group
Phoenix,
Arizona
|
US$11.4만
|
+US$383
|
2
|
0.13%
|
증가
|
|
|
2025
|
Barrett & Company
Providence,
Rhode Island
|
US$11.4만
|
+US$4.26만
|
5
|
0.03%
|
증가
|
|
