|
2001
|
RCW Management
Jacksonville,
Florida
|
US$51.4만
|
-US$8.96만
|
1
|
0.46%
|
축소
|
|
|
2002
|
Advisory Advocates
Grand Rapids,
Michigan
|
US$51.4만
|
-US$5.13만
|
1
|
0.44%
|
축소
|
|
|
2003
|
Postrock Partners
Overland Park,
Oregon
|
US$51.4만
|
-US$21.1만
|
1
|
0.21%
|
축소
|
|
|
2004
|
Virtue Capital Management
Brentwood,
Tennessee
|
US$51.2만
|
US$0
|
2
|
0.07%
|
유지됨
|
|
|
2005
|
Hilltop National Bank
Casper,
Wyoming
|
US$51만
|
-US$2.42만
|
5
|
0.11%
|
축소
|
|
|
2006
|
Income Insurance Ltd
Singapore,
|
US$51만
|
+US$4.23만
|
1
|
0.3%
|
증가
|
|
|
2007
|
Anchyra Partners
Atlanta,
Georgia
|
US$51만
|
+US$1.99만
|
3
|
0.12%
|
증가
|
|
|
2008
|
|
US$50.9만
|
+US$13.1만
|
1
|
0.01%
|
증가
|
|
|
2009
|
VVR Holdings
Bellingham,
Washington
|
US$50.6만
|
-US$3.86만
|
1
|
0.22%
|
축소
|
|
|
2010
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
US$50.5만
|
+US$4.26천
|
1
|
0.22%
|
증가
|
|
|
2011
|
Cary Street Partners
Richmond,
Virginia
|
US$50.4만
|
+US$5.31만
|
2
|
0.01%
|
증가
|
|
|
2012
|
Aurora Investment Managers
Naples,
Florida
|
US$50.4만
|
-US$294만
|
1
|
0.31%
|
축소
|
|
|
2013
|
Portfolio Resources Advisor Group
Coral Gables,
Florida
|
US$50.3만
|
-US$2.75천
|
1
|
0.43%
|
축소
|
|
|
2014
|
Shelton Wealth Management
Fort Worth,
Texas
|
US$50.3만
|
+US$1.48천
|
1
|
0.2%
|
증가
|
|
|
2015
|
Elevated Private Wealth
Brookfield,
Wisconsin
|
US$50.2만
|
+US$49.3만
|
1
|
0.48%
|
신규
|
|
|
2016
|
Mission Financial Group
Las Vegas,
Nevada
|
US$50.2만
|
+US$46.7만
|
1
|
0.42%
|
신규
|
|
|
2017
|
Foster Group
West Des Moines,
Iowa
|
US$49.8만
|
+US$2.49만
|
1
|
0.01%
|
증가
|
|
|
2018
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
US$49.8만
|
+US$2.47만
|
1
|
0.16%
|
증가
|
|
|
2019
|
Dearborn Partners
Chicago,
Illinois
|
US$49.8만
|
+US$7.52만
|
1
|
0.03%
|
증가
|
|
|
2020
|
Sectoral Asset Management
Montreal,
Quebec, Canada
|
US$49.7만
|
-US$11.8만
|
1
|
0.35%
|
축소
|
|
|
2021
|
Painted Porch Advisors
Santa Barbara,
California
|
US$49.7만
|
US$0
|
1
|
0.22%
|
유지됨
|
|
|
2022
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
US$49.5만
|
-US$7.82천
|
1
|
0.03%
|
축소
|
|
|
2023
|
AmeriFlex Group
Las Vegas,
Nevada
|
US$49.4만
|
+US$1.96만
|
9
|
0.2%
|
증가
|
|
|
2024
|
Clarus Group
Houston,
Texas
|
US$49.4만
|
-US$5.3만
|
1
|
0.17%
|
축소
|
|
|
2025
|
Register Financial Advisors
Atlanta,
Georgia
|
US$49.1만
|
+US$1.14천
|
3
|
0.15%
|
증가
|
|