|
2001
|
Castle Hook Partners
New York
|
US$196만
|
+US$138만
|
+3,366
|
신규
|
|
|
2002
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
US$195만
|
-US$33.5만
|
-816
|
-20%
|
|
|
2003
|
Foster Group
West Des Moines,
Iowa
|
US$195만
|
+US$24.9만
|
+607
|
+22%
|
|
|
2004
|
Journey Advisory Group
Covington,
Kentucky
|
US$194만
|
-US$410
|
-1
|
-0%
|
|
|
2005
|
Clarus Wealth Advisors
Peoria,
Arizona
|
US$194만
|
-US$190만
|
-4,646
|
-55%
|
|
|
2006
|
Sovereign Financial Group
Stamford,
Connecticut
|
US$194만
|
-US$2.99만
|
-73
|
-2%
|
|
|
2007
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
US$194만
|
-US$2.05만
|
-50
|
-1%
|
|
|
2008
|
Plancorp LLC
Saint Louis,
Missouri
|
US$194만
|
-US$76.1만
|
-1,856
|
-34%
|
|
|
2009
|
Fairtree Asset Management
Bellville, Cape Town,
South Africa
|
US$193만
|
-US$90.8만
|
-2,214
|
-40%
|
|
|
2010
|
QTR Family Wealth
Lake Mary,
Florida
|
US$192만
|
+US$10.7만
|
+260
|
+9%
|
|
|
2011
|
Main Street Research
Lakeville,
Connecticut
|
US$192만
|
+US$6.68만
|
+163
|
+5%
|
|
|
2012
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
US$192만
|
+US$4.39만
|
+107
|
+3%
|
|
|
2013
|
Uniting Wealth Partners
Mission,
Kansas
|
US$191만
|
-US$4.18만
|
-102
|
-3%
|
|
|
2014
|
Fortem Financial Group
Palm Desert,
California
|
US$190만
|
-US$9.5만
|
-232
|
-7%
|
|
|
2015
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
US$190만
|
+US$25.4만
|
+619
|
+23%
|
|
|
2016
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
US$190만
|
-US$13.8만
|
-337
|
-9%
|
|
|
2017
|
USA Financial Formulas
Ada,
Michigan
|
US$190만
|
-US$55.9만
|
-1,364
|
-29%
|
|
|
2018
|
Sun Financial
Midvale,
Utah
|
US$189만
|
-US$89.7만
|
-2,189
|
-35%
|
|
|
2019
|
Alteri Wealth
Westlake Village,
California
|
US$189만
|
+US$1.97만
|
+48
|
+1%
|
|
|
2020
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
US$189만
|
+US$14.1만
|
+344
|
+12%
|
|
|
2021
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
US$189만
|
+US$133만
|
+3,250
|
신규
|
|
|
2022
|
JB Capital
Wethersfield,
Connecticut
|
US$189만
|
-US$649만
|
-15,841
|
-83%
|
|
|
2023
|
Flow Traders U.S.
New York
|
US$188만
|
-US$300만
|
-7,318
|
-69%
|
|
|
2024
|
Legacy Financial Strategies
Overland Park,
Kansas
|
US$188만
|
+US$22.3만
|
+545
|
+20%
|
|
|
2025
|
Triumph Capital Management
Denver,
Colorado
|
US$188만
|
-US$163만
|
-3,966
|
-55%
|
|
