|
2001
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
US$5.4만
|
+US$5.43만
|
1
|
0.03%
|
신규
|
|
|
2002
|
Edge Wealth Management
New York
|
US$5.3만
|
US$0
|
1
|
0.01%
|
유지됨
|
|
|
2003
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
US$5.2만
|
-US$47.7만
|
1
|
0%
|
축소
|
|
|
2004
|
Acima Private Wealth
Richmond,
Virginia
|
US$5.1만
|
US$0
|
1
|
0.04%
|
유지됨
|
|
|
2005
|
Knuff & Co
Foster City,
California
|
US$5.1만
|
US$0
|
1
|
0.03%
|
유지됨
|
|
|
2006
|
Americana Partners
Houston,
Texas
|
US$5만
|
+US$5.08만
|
1
|
0.03%
|
신규
|
|
|
2007
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
US$5만
|
+US$5.15만
|
1
|
0.05%
|
신규
|
|
|
2008
|
Simon Quick Advisors
Morristown,
New Jersey
|
US$4.8만
|
+US$3.77천
|
1
|
0.02%
|
증가
|
|
|
2009
|
Sowa Financial Group
Lincoln,
Rhode Island
|
US$4.7만
|
+US$4.78만
|
1
|
0.04%
|
신규
|
|
|
2010
|
Lucia Wealth Services
San Diego,
California
|
US$4.6만
|
US$0
|
1
|
0.01%
|
유지됨
|
|
|
2011
|
Lee Financial
Dallas,
Texas
|
US$4.5만
|
US$0
|
1
|
0.01%
|
유지됨
|
|
|
2012
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
US$4.5만
|
US$0
|
1
|
0.02%
|
유지됨
|
|
|
2013
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
US$4.5만
|
+US$260
|
1
|
0.03%
|
증가
|
|
|
2014
|
Solstein Capital
Menlo Park,
California
|
US$4.4만
|
+US$4.43만
|
1
|
0.09%
|
신규
|
|
|
2015
|
Tobias Financial Advisors
Plantation,
Florida
|
US$4.4만
|
+US$4.48만
|
1
|
0.03%
|
신규
|
|
|
2016
|
Macroview Investment Management
Bethesda,
Maryland
|
US$4.3만
|
+US$9.7천
|
1
|
0.09%
|
증가
|
|
|
2017
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
US$4.3만
|
+US$4.34만
|
1
|
0.04%
|
신규
|
|
|
2018
|
|
US$4.2만
|
+US$4.04만
|
1
|
0.01%
|
증가
|
|
|
2019
|
IndexIQ Advisors
New York
|
US$4.1만
|
+US$4.15만
|
1
|
0%
|
신규
|
|
|
2020
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
US$4만
|
-US$1.57만
|
1
|
0.02%
|
축소
|
|
|
2021
|
PSI Advisors
Tampa,
Florida
|
US$3.9만
|
+US$4.03만
|
1
|
0.03%
|
신규
|
|
|
2022
|
West Paces Advisors
Atlanta,
Georgia
|
US$3.71만
|
US$0
|
1
|
0.02%
|
유지됨
|
|
|
2023
|
Lenox Wealth Advisors
New York
|
US$3.7만
|
+US$1.17만
|
1
|
0.01%
|
증가
|
|
|
2024
|
Ashburton (Jersey)
St Helier,
Jersey
|
US$3.6만
|
-US$1.43천
|
1
|
0.01%
|
축소
|
|
|
2025
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
US$3.5만
|
US$0
|
1
|
0.03%
|
유지됨
|
|
