|
2001
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
US$182만
|
-US$74.4만
|
1
|
0.7%
|
축소
|
|
|
2002
|
Hager Investment Management Services
New London,
New Hampshire
|
US$182만
|
+US$11.6만
|
3
|
0.84%
|
증가
|
|
|
2003
|
FAS Wealth Partners
Leawood,
Kansas
|
US$181만
|
+US$1.65천
|
2
|
0.09%
|
증가
|
|
|
2004
|
Great Lakes Retirement
Sandusky,
Ohio
|
US$181만
|
+US$1.78만
|
1
|
0.16%
|
증가
|
|
|
2005
|
Sacks & Associates
Warren,
New Jersey
|
US$181만
|
-US$20.4만
|
1
|
1.22%
|
축소
|
|
|
2006
|
Banque Transatlantique
Paris,
France
|
US$180만
|
-US$8.8만
|
3
|
0.04%
|
축소
|
|
|
2007
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
US$180만
|
-US$10.8만
|
2
|
1.12%
|
축소
|
|
|
2008
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
US$180만
|
+US$9.48만
|
3
|
0.11%
|
증가
|
|
|
2009
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
US$179만
|
+US$367
|
1
|
0.05%
|
증가
|
|
|
2010
|
Corps Capital Advisors
Southlake,
Texas
|
US$179만
|
+US$183
|
1
|
1.44%
|
증가
|
|
|
2011
|
Weaver Consulting Group
Huntington Beach,
California
|
US$179만
|
-US$13.1만
|
2
|
0.37%
|
축소
|
|
|
2012
|
Mechanics Financial Corp
Mansfield,
Ohio
|
US$179만
|
+US$2.93만
|
2
|
0.64%
|
증가
|
|
|
2013
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
US$179만
|
-US$2.66만
|
1
|
0.27%
|
축소
|
|
|
2014
|
DBA Trading
Fort Lauderdale,
Florida
|
US$178만
|
US$0
|
1
|
0.9%
|
유지됨
|
|
|
2015
|
International Private Wealth Advisors
San Diego,
California
|
US$178만
|
+US$114만
|
1
|
0.92%
|
증가
|
|
|
2016
|
Beacon Financial Group
Dallas,
Texas
|
US$178만
|
+US$8.44천
|
1
|
0.16%
|
증가
|
|
|
2017
|
Berkeley Capital Partners
Milton,
Georgia
|
US$177만
|
-US$1.21만
|
1
|
0.37%
|
축소
|
|
|
2018
|
Mindset Wealth Management
Indianapolis,
Indiana
|
US$177만
|
+US$13.5만
|
1
|
0.34%
|
증가
|
|
|
2019
|
Forum Finance Group
Geneva,
|
US$177만
|
+US$34.8만
|
3
|
0.64%
|
증가
|
|
|
2020
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
US$176만
|
+US$182만
|
2
|
0.14%
|
신규
|
|
|
2021
|
Exeter Financial
Scottsdale,
Arizona
|
US$176만
|
-US$2.02만
|
1
|
0.67%
|
축소
|
|
|
2022
|
Harvest Fund Management
Beijing,
China
|
US$176만
|
-US$46.3만
|
3
|
0.06%
|
축소
|
|
|
2023
|
Voya Financial Advisors
Windsor,
Connecticut
|
US$176만
|
-US$38.8만
|
2
|
0.15%
|
축소
|
|
|
2024
|
Broadwater Capital
Boston,
Massachusetts
|
US$175만
|
US$0
|
3
|
1.27%
|
유지됨
|
|
|
2025
|
Successful Portfolios
Clearwater,
Florida
|
US$175만
|
+US$2.55만
|
2
|
0.82%
|
증가
|
|
