|
2001
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
US$22.8만
|
-US$3.66만
|
1
|
0.08%
|
축소
|
|
|
2002
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
US$22.8만
|
US$0
|
1
|
0.17%
|
유지됨
|
|
|
2003
|
Axiom Financial Strategies
New Albany,
Indiana
|
US$22.7만
|
+US$1.07천
|
1
|
0.11%
|
증가
|
|
|
2004
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
US$22.7만
|
+US$1.15만
|
1
|
0.06%
|
증가
|
|
|
2005
|
Kalos Management
Alpharetta,
Georgia
|
US$22.7만
|
+US$8.96천
|
1
|
0.06%
|
증가
|
|
|
2006
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
US$22.7만
|
+US$22.8만
|
1
|
0.01%
|
신규
|
|
|
2007
|
Founders Capital Management (Texas)
Houston,
Texas
|
US$22.6만
|
US$0
|
1
|
0.15%
|
유지됨
|
|
|
2008
|
Oarsman Capital
Milwaukee,
Wisconsin
|
US$22.6만
|
-US$9.22천
|
1
|
0.09%
|
축소
|
|
|
2009
|
Liberty Capital Management
Birmingham,
Michigan
|
US$22.5만
|
-US$14만
|
1
|
0.07%
|
축소
|
|
|
2010
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
US$22.5만
|
-US$9.7만
|
1
|
0.08%
|
축소
|
|
|
2011
|
Legacy Bridge
West Des Moines,
Iowa
|
US$22.4만
|
US$0
|
1
|
0.13%
|
유지됨
|
|
|
2012
|
Round Rock Advisors
Wilton,
Connecticut
|
US$22.4만
|
US$0
|
1
|
0.17%
|
유지됨
|
|
|
2013
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
US$22.3만
|
+US$22.4만
|
1
|
0.02%
|
신규
|
|
|
2014
|
Wedge Capital Management
Charlotte,
North Carolina
|
US$22.3만
|
+US$4.81천
|
1
|
0%
|
증가
|
|
|
2015
|
Maryland Capital Management
Towson,
Maryland
|
US$22.2만
|
-US$19.6만
|
1
|
0.01%
|
축소
|
|
|
2016
|
Private Capital Advisors
Darien,
Connecticut
|
US$22.2만
|
+US$22.4만
|
1
|
0.04%
|
신규
|
|
|
2017
|
Sovereign Financial Group
Stamford,
Connecticut
|
US$22.2만
|
-US$1.59만
|
1
|
0.13%
|
축소
|
|
|
2018
|
Mirador Capital Partners
Pleasanton,
California
|
US$22.1만
|
US$0
|
1
|
0.05%
|
유지됨
|
|
|
2019
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
US$22.1만
|
+US$3.11만
|
1
|
0.04%
|
증가
|
|
|
2020
|
Rock Creek Group
Washington,
District of Columbia
|
US$22.1만
|
-US$12.4만
|
1
|
0.04%
|
축소
|
|
|
2021
|
Steph & Co
Marinette,
Wisconsin
|
US$22.1만
|
+US$2.1만
|
1
|
0.14%
|
증가
|
|
|
2022
|
Requisite Capital Management
Dallas,
Texas
|
US$22만
|
US$0
|
1
|
0.05%
|
유지됨
|
|
|
2023
|
Spreng Capital Management
Bucyrus,
Ohio
|
US$22만
|
US$0
|
1
|
0.14%
|
유지됨
|
|
|
2024
|
V Wealth Advisors
Overland Park,
Kansas
|
US$22만
|
-US$6.28천
|
1
|
0.03%
|
축소
|
|
|
2025
|
Wade Financial Advisory
Campbell,
California
|
US$22만
|
US$0
|
1
|
0.12%
|
유지됨
|
|
