|
2001
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
US$10.8만
|
-US$2.89천
|
1
|
0.02%
|
축소
|
|
|
2002
|
|
US$10.8만
|
-US$9.13천
|
1
|
0.04%
|
축소
|
|
|
2003
|
Blume Capital Management
Berkeley,
California
|
US$10.6만
|
US$0
|
1
|
0.05%
|
유지됨
|
|
|
2004
|
Bollard Group
Boston,
Massachusetts
|
US$10.1만
|
-US$4.76만
|
1
|
0%
|
축소
|
|
|
2005
|
Grace Capital
Quincy,
Massachusetts
|
US$9.8만
|
-US$12.4만
|
1
|
0.06%
|
축소
|
|
|
2006
|
Proffitt & Goodson
Knoxville,
Tennessee
|
US$9.8만
|
US$0
|
1
|
0.02%
|
유지됨
|
|
|
2007
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
US$9.7만
|
+US$9.3만
|
1
|
0.09%
|
신규
|
|
|
2008
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
US$9.6만
|
+US$1.51만
|
1
|
0.04%
|
증가
|
|
|
2009
|
Lee Financial
Dallas,
Texas
|
US$9.3만
|
US$0
|
1
|
0.02%
|
유지됨
|
|
|
2010
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
US$9.2만
|
+US$3.35천
|
1
|
0.04%
|
증가
|
|
|
2011
|
Greenhouse Wealth Management
Westport,
Connecticut
|
US$9.2만
|
+US$8.88만
|
1
|
0.09%
|
신규
|
|
|
2012
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
US$9.1만
|
US$0
|
1
|
0%
|
유지됨
|
|
|
2013
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
US$8.9만
|
+US$8.6만
|
1
|
0.03%
|
신규
|
|
|
2014
|
Defined Wealth Management
Beaverton,
Oregon
|
US$8.6만
|
+US$8.22만
|
1
|
0.08%
|
신규
|
|
|
2015
|
Moser Wealth Advisors
Bellevue,
Washington
|
US$8.5만
|
US$0
|
1
|
0.06%
|
유지됨
|
|
|
2016
|
Tarbox Family Office
Newport Beach,
California
|
US$8.2만
|
-US$3.14만
|
1
|
0.02%
|
축소
|
|
|
2017
|
West Oak Capital
Westlake Village,
California
|
US$8.2만
|
+US$1.09만
|
1
|
0.04%
|
증가
|
|
|
2018
|
American National Bank & Trust
Wichita Falls,
Texas
|
US$8.1만
|
+US$7.73만
|
1
|
0.02%
|
신규
|
|
|
2019
|
HighMark Wealth Management
St. Paul,
Minnesota
|
US$7.9만
|
+US$7.6만
|
1
|
0.07%
|
신규
|
|
|
2020
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
US$7.9만
|
+US$7.59만
|
1
|
0.04%
|
신규
|
|
|
2021
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
US$7.9만
|
US$0
|
1
|
0%
|
유지됨
|
|
|
2022
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
US$7.8만
|
-US$6.47천
|
1
|
0%
|
축소
|
|
|
2023
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
US$7.6만
|
US$0
|
1
|
0.05%
|
유지됨
|
|
|
2024
|
Advanced Research Investment Solutions
Los Angeles,
California
|
US$7.4만
|
+US$7.1만
|
1
|
0.11%
|
신규
|
|
|
2025
|
IFS Advisors
Overland Park,
Kansas
|
US$7.4만
|
+US$7.1만
|
1
|
0.06%
|
신규
|
|
