|
2001
|
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
US$26.1만
|
+US$25.1만
|
1
|
0.02%
|
신규
|
|
|
2002
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
US$26.1만
|
-US$1.19만
|
1
|
0.07%
|
축소
|
|
|
2003
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
US$26.1만
|
-US$2.11만
|
1
|
0.01%
|
축소
|
|
|
2004
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
US$26만
|
-US$3.66만
|
1
|
0.04%
|
축소
|
|
|
2005
|
MA Private Wealth
San Carlos,
California
|
US$26만
|
-US$4.54만
|
1
|
0.05%
|
축소
|
|
|
2006
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
US$26만
|
-US$2.08만
|
1
|
0.07%
|
축소
|
|
|
2007
|
Stevard LLC
Chicago,
Illinois
|
US$26만
|
+US$5.44만
|
1
|
0.18%
|
증가
|
|
|
2008
|
Triton Wealth Management
Sun City,
Arizona
|
US$26만
|
-US$1.09만
|
1
|
0.13%
|
축소
|
|
|
2009
|
Eisler Capital (UK)
London,
United Kingdom
|
US$25.9만
|
-US$530만
|
1
|
0.01%
|
축소
|
|
|
2010
|
|
US$25.9만
|
-US$1.12만
|
1
|
0.02%
|
축소
|
|
|
2011
|
WrapManager Inc
Mill Valley,
California
|
US$25.8만
|
-US$3.89천
|
1
|
0.06%
|
축소
|
|
|
2012
|
TFG Advisers
Auburn Hills,
Michigan
|
US$25.7만
|
-US$7.78천
|
1
|
0.11%
|
축소
|
|
|
2013
|
Windsor Capital Management
Phoenix,
Arizona
|
US$25.7만
|
-US$2.47만
|
1
|
0.08%
|
축소
|
|
|
2014
|
Aspen Investment Management
Grand Rapids,
Michigan
|
US$25.6만
|
-US$1.57만
|
1
|
0.13%
|
축소
|
|
|
2015
|
Axxcess Wealth Management
Carlsbad,
California
|
US$25.6만
|
+US$24만
|
1
|
0.02%
|
신규
|
|
|
2016
|
Blodgett Wealth Advisors
Concord,
California
|
US$25.6만
|
+US$24.1만
|
1
|
0.2%
|
신규
|
|
|
2017
|
Pathway Financial Advisors
South Burlington,
Vermont
|
US$25.6만
|
+US$24.1만
|
1
|
0.09%
|
신규
|
|
|
2018
|
Central Bank & Trust
Lexington,
Kentucky
|
US$25.5만
|
+US$8.09만
|
1
|
0.04%
|
증가
|
|
|
2019
|
Faithward Advisors
Lancaster,
Pennsylvania
|
US$25.5만
|
+US$1.22만
|
1
|
0.05%
|
증가
|
|
|
2020
|
Family Management
New York
|
US$25.5만
|
-US$1.1만
|
1
|
0.07%
|
축소
|
|
|
2021
|
Foundations Investment Advisors
Phoenix,
Arizona
|
US$25.5만
|
+US$24만
|
1
|
0.01%
|
신규
|
|
|
2022
|
Koss-Olinger Consulting
Gainesville,
Florida
|
US$25.5만
|
-US$5.14만
|
1
|
0.04%
|
축소
|
|
|
2023
|
Bank of Marin
Novato,
California
|
US$25.4만
|
-US$1.09만
|
1
|
0.17%
|
축소
|
|
|
2024
|
Demars Financial Group
Spokane Valley,
Washington
|
US$25.4만
|
-US$3.89천
|
1
|
0.13%
|
축소
|
|
|
2025
|
Planning Center Inc
Moline,
Illinois
|
US$25.4만
|
+US$23.2만
|
1
|
0.2%
|
신규
|
|
