|
2001
|
Affinity Capital Advisors
Berkeley,
California
|
US$25.4만
|
+US$9.8천
|
1
|
0.08%
|
증가
|
|
|
2002
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
US$25.4만
|
+US$913
|
1
|
0.07%
|
증가
|
|
|
2003
|
Compass Financial Advisors
Fort Wayne,
Indiana
|
US$25.3만
|
+US$3.36만
|
1
|
0.28%
|
증가
|
|
|
2004
|
Middleton & Co
Boston,
Massachusetts
|
US$25.3만
|
+US$25.4만
|
1
|
0.03%
|
신규
|
|
|
2005
|
Parcion Private Wealth
Bellevue,
Washington
|
US$25.3만
|
+US$25.4만
|
1
|
0.02%
|
신규
|
|
|
2006
|
WC Walker & Associates
Fullerton,
California
|
US$25.2만
|
US$0
|
1
|
0.13%
|
유지됨
|
|
|
2007
|
Polaris Wealth Advisory Group
San Rafael,
California
|
US$25만
|
+US$25.3만
|
1
|
0.02%
|
신규
|
|
|
2008
|
Aspen Investment Management
Grand Rapids,
Michigan
|
US$24.9만
|
US$0
|
1
|
0.13%
|
유지됨
|
|
|
2009
|
Blodgett Wealth Advisors
Concord,
California
|
US$24.9만
|
US$0
|
1
|
0.21%
|
유지됨
|
|
|
2010
|
Koss-Olinger Consulting
Gainesville,
Florida
|
US$24.9만
|
+US$130
|
1
|
0.04%
|
증가
|
|
|
2011
|
Rock Point Advisors
Burlington,
Vermont
|
US$24.9만
|
+US$3.13천
|
1
|
0.07%
|
증가
|
|
|
2012
|
Blue Barn Wealth
Orem,
Utah
|
US$24.8만
|
+US$1.34만
|
1
|
0.17%
|
증가
|
|
|
2013
|
Private Capital Management (Colorado)
Denver,
Colorado
|
US$24.8만
|
-US$3.33만
|
1
|
0.08%
|
축소
|
|
|
2014
|
NFP Retirement Inc
Aliso Viejo,
California
|
US$24.8만
|
+US$24.8만
|
1
|
0.06%
|
신규
|
|
|
2015
|
Horizon Wealth Management
La Grange,
Illinois
|
US$24.7만
|
+US$1.83천
|
1
|
0.08%
|
증가
|
|
|
2016
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
US$24.7만
|
+US$24.8만
|
1
|
0.02%
|
신규
|
|
|
2017
|
Faithward Advisors
Lancaster,
Pennsylvania
|
US$24.6만
|
-US$1.96천
|
1
|
0.05%
|
축소
|
|
|
2018
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
US$24.5만
|
US$0
|
1
|
0.07%
|
유지됨
|
|
|
2019
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
US$24.5만
|
US$0
|
1
|
0.15%
|
유지됨
|
|
|
2020
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
US$24.5만
|
+US$3천
|
1
|
0.19%
|
증가
|
|
|
2021
|
Southland Equity Partners
Wildwood,
Missouri
|
US$24.5만
|
US$0
|
1
|
0.1%
|
유지됨
|
|
|
2022
|
Austin Asset Management
Austin,
Texas
|
US$24.4만
|
US$0
|
1
|
0.08%
|
유지됨
|
|
|
2023
|
Center for Financial Planning
Southfied,
Michigan
|
US$24.4만
|
-US$1.76만
|
1
|
0.05%
|
축소
|
|
|
2024
|
Intersect Capital
San Ramon,
California
|
US$24.4만
|
-US$11.2만
|
1
|
0.05%
|
축소
|
|
|
2025
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
US$24.4만
|
+US$24.5만
|
1
|
0.06%
|
신규
|
|
