|
2001
|
20/20 Capital Management
Costa Mesa,
California
|
US$20.2만
|
+US$19만
|
1
|
0.06%
|
신규
|
|
|
2002
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
US$20.2만
|
+US$19만
|
1
|
0.02%
|
신규
|
|
|
2003
|
Keebeck Wealth Management
Chicago,
Illinois
|
US$20.2만
|
+US$19만
|
1
|
0.03%
|
신규
|
|
|
2004
|
Johnson Bixby & Associates
Vancouver,
Washington
|
US$20.1만
|
-US$1.68만
|
1
|
0.06%
|
축소
|
|
|
2005
|
Altshuler Shaham
Tel Aviv,
Israel
|
US$20만
|
+US$18.8만
|
1
|
0%
|
신규
|
|
|
2006
|
Balentine LLC
Atlanta,
Georgia
|
US$20만
|
+US$18.8만
|
1
|
0.01%
|
신규
|
|
|
2007
|
|
US$20만
|
US$0
|
1
|
0.03%
|
유지됨
|
|
|
2008
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
US$20만
|
US$0
|
1
|
0.13%
|
유지됨
|
|
|
2009
|
Platinum Investment Management
Sydney Australia 2000,
Australia
|
US$19.9만
|
+US$1.89만
|
1
|
0%
|
증가
|
|
|
2010
|
Perennial Advisors
New York
|
US$19.8만
|
+US$15.3만
|
2
|
0.06%
|
증가
|
|
|
2011
|
Private Ocean
San Rafael,
California
|
US$19.7만
|
-US$1.91만
|
1
|
0.04%
|
축소
|
|
|
2012
|
Twin Lakes Capital Management
Redwood Shores,
California
|
US$19.3만
|
+US$18.1만
|
1
|
0.12%
|
신규
|
|
|
2013
|
Steph & Co
Marinette,
Wisconsin
|
US$19.2만
|
US$0
|
1
|
0.13%
|
유지됨
|
|
|
2014
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
US$18.9만
|
US$0
|
1
|
0.1%
|
유지됨
|
|
|
2015
|
First National Bank of South Miami
South Miami,
Florida
|
US$18.7만
|
+US$4.95만
|
1
|
0.14%
|
증가
|
|
|
2016
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
US$18.4만
|
-US$2.49만
|
1
|
0.14%
|
축소
|
|
|
2017
|
Financial Management Professionals
Austin,
Texas
|
US$18.3만
|
+US$1.14만
|
1
|
0.05%
|
증가
|
|
|
2018
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
US$18.2만
|
+US$7.89만
|
1
|
0.07%
|
증가
|
|
|
2019
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
US$17.9만
|
US$0
|
1
|
0.03%
|
유지됨
|
|
|
2020
|
Johnson Midwest Financial
Glidden,
Iowa
|
US$17.9만
|
US$0
|
1
|
0.19%
|
유지됨
|
|
|
2021
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
US$17.6만
|
+US$2.15천
|
1
|
0.04%
|
증가
|
|
|
2022
|
Hexagon Capital Partners
Rogers,
Arkansas
|
US$17.2만
|
+US$2.17만
|
1
|
0.05%
|
증가
|
|
|
2023
|
Creative Financial Designs
Kokomo,
Indiana
|
US$17.1만
|
-US$1.2천
|
1
|
0.03%
|
축소
|
|
|
2024
|
Lenox Wealth Advisors
New York
|
US$16.9만
|
+US$1.11만
|
1
|
0.02%
|
증가
|
|
|
2025
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
US$16.7만
|
+US$8.14천
|
1
|
0.12%
|
증가
|
|
