|
2001
|
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
|
US$127만
|
+US$124만
|
1
|
0.88%
|
신규
|
|
|
2002
|
Mustico Financial Group
Elmira,
New York
|
US$127만
|
+US$7.85만
|
1
|
0.83%
|
증가
|
|
|
2003
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
US$127만
|
-US$48.9만
|
3
|
0.24%
|
축소
|
|
|
2004
|
Circle Wealth Management
Summit,
New Jersey
|
US$126만
|
-US$2.84천
|
2
|
0.02%
|
축소
|
|
|
2005
|
Kelleher Financial Advisors
New York
|
US$126만
|
+US$54.6만
|
7
|
0.18%
|
증가
|
|
|
2006
|
Canal Insurance Company
Greenville,
South Carolina
|
US$126만
|
US$0
|
1
|
0.28%
|
유지됨
|
|
|
2007
|
Sierra Summit Advisors
Incline Village,
Nevada
|
US$126만
|
+US$14.8만
|
1
|
0.14%
|
증가
|
|
|
2008
|
Richmond Brothers
Jackson,
Michigan
|
US$126만
|
+US$100만
|
1
|
0.65%
|
신규
|
|
|
2009
|
Millstone Evans Group
Boulder,
Colorado
|
US$126만
|
+US$9.9천
|
15
|
0.68%
|
증가
|
|
|
2010
|
Sandro Wealth Management
Fairfield,
New Jersey
|
US$125만
|
+US$7.32천
|
1
|
0.9%
|
증가
|
|
|
2011
|
Topel & Distasi Wealth Management
Berkeley,
California
|
US$125만
|
US$0
|
1
|
0.6%
|
유지됨
|
|
|
2012
|
PVG Asset Management
Golden,
Colorado
|
US$125만
|
US$0
|
1
|
0.72%
|
유지됨
|
|
|
2013
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
US$124만
|
-US$8.91천
|
3
|
0.08%
|
축소
|
|
|
2014
|
Essex Savings Bank
Essex,
Connecticut
|
US$124만
|
-US$5.41만
|
2
|
0.27%
|
축소
|
|
|
2015
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
US$124만
|
-US$14.1만
|
3
|
0.07%
|
축소
|
|
|
2016
|
RDA Financial Network
Akron,
Iowa
|
US$123만
|
+US$1.74만
|
1
|
0.27%
|
증가
|
|
|
2017
|
Catalyst Financial Partners
Boston,
Massachusetts
|
US$123만
|
+US$49.8만
|
3
|
0.12%
|
증가
|
|
|
2018
|
Caitlin John
Brighton,
Michigan
|
US$123만
|
+US$13.6만
|
12
|
0.67%
|
증가
|
|
|
2019
|
USA Financial Formulas
Ada,
Michigan
|
US$123만
|
+US$85만
|
12
|
0.22%
|
증가
|
|
|
2020
|
Keebeck Wealth Management
Chicago,
Illinois
|
US$123만
|
-US$158만
|
3
|
0.12%
|
축소
|
|
|
2021
|
Van Diest Capital
Poly City,
Iowa
|
US$122만
|
-US$29.2만
|
3
|
1.1%
|
축소
|
|
|
2022
|
Everstar Asset Management
Mooresville,
North Carolina
|
US$122만
|
-US$1.76만
|
1
|
0.59%
|
축소
|
|
|
2023
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
US$122만
|
-US$41만
|
3
|
0.44%
|
축소
|
|
|
2024
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
US$121만
|
-US$1.83만
|
8
|
0.03%
|
축소
|
|
|
2025
|
Meteora Capital
Boca Raton,
Florida
|
US$121만
|
-US$11.4만
|
1
|
0.1%
|
축소
|
|
