|
2001
|
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
|
US$179만
|
-US$13만
|
1
|
0.15%
|
축소
|
|
|
2002
|
HWG Holdings
Houston,
Texas
|
US$179만
|
-US$504만
|
1
|
0.4%
|
축소
|
|
|
2003
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
US$179만
|
-US$8.18만
|
4
|
0.06%
|
축소
|
|
|
2004
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
US$178만
|
-US$28.6만
|
2
|
0.22%
|
축소
|
|
|
2005
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
US$178만
|
-US$36.8만
|
4
|
0.23%
|
축소
|
|
|
2006
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
US$177만
|
+US$38.9만
|
2
|
0.64%
|
증가
|
|
|
2007
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
US$177만
|
+US$131만
|
2
|
0.02%
|
증가
|
|
|
2008
|
Seamount Financial Group
Colorado Springs,
Colorado
|
US$177만
|
-US$8.02만
|
2
|
0.71%
|
축소
|
|
|
2009
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
US$177만
|
+US$1.02만
|
1
|
0.11%
|
증가
|
|
|
2010
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
US$176만
|
-US$27.7만
|
4
|
0.09%
|
축소
|
|
|
2011
|
Delta Global Management
New York
|
US$176만
|
-US$27.7만
|
1
|
0.19%
|
축소
|
|
|
2012
|
Miller Global Investments
Dallas,
Texas
|
US$176만
|
+US$1.44만
|
4
|
1.46%
|
증가
|
|
|
2013
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
US$176만
|
+US$18.6만
|
1
|
0.79%
|
증가
|
|
|
2014
|
Woodward Diversified Capital
Bakersfield,
California
|
US$176만
|
-US$2.08만
|
3
|
0.78%
|
축소
|
|
|
2015
|
Guidance Capital
Lousville,
Kentucky
|
US$175만
|
+US$1.37만
|
2
|
0.38%
|
증가
|
|
|
2016
|
Abbot Financial Management
Andover,
Massachusetts
|
US$175만
|
+US$19.6만
|
2
|
0.6%
|
증가
|
|
|
2017
|
HBW Advisory Services
Simi Valley,
California
|
US$175만
|
-US$14.2만
|
3
|
0.16%
|
축소
|
|
|
2018
|
Westover Capital Advisors
Wilmington,
Delaware
|
US$175만
|
-US$1.54만
|
4
|
0.29%
|
축소
|
|
|
2019
|
ION Fund Management
Herzliya,
|
US$175만
|
+US$37.1만
|
2
|
0.11%
|
증가
|
|
|
2020
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
US$175만
|
-US$7.28만
|
3
|
0.1%
|
축소
|
|
|
2021
|
Orca Wealth Management
New Port Richey,
Florida
|
US$175만
|
+US$1.24만
|
1
|
1.05%
|
증가
|
|
|
2022
|
Genus Capital Management
Vancouver,
British Columbia, Canada
|
US$175만
|
-US$333만
|
1
|
0.17%
|
축소
|
|
|
2023
|
Odyssean LLC
Darien,
Connecticut
|
US$174만
|
+US$197만
|
2
|
0.28%
|
신규
|
|
|
2024
|
PCB Capital
East Brunswick,
New Jersey
|
US$174만
|
+US$1.51만
|
2
|
2.12%
|
증가
|
|
|
2025
|
Chicago Capital
Chicago,
Illinois
|
US$174만
|
+US$1.82만
|
2
|
0.04%
|
증가
|
|
