|
2001
|
Garner Asset Management Corp
Plano,
Texas
|
US$180만
|
-US$5.27천
|
-6
|
-0.4%
|
|
|
2002
|
Sawyer & Company
Boston,
Massachusetts
|
US$180만
|
+US$149만
|
+1,692
|
신규
|
|
|
2003
|
Cardiff Park Advisors
Carlsbad,
California
|
US$180만
|
-US$13만
|
-148
|
-8%
|
|
|
2004
|
Arcus Capital Partners
Atlanta,
Georgia
|
US$180만
|
+US$70.4만
|
+801
|
+90%
|
|
|
2005
|
Matthew Hamilton Rosenberg
|
US$179만
|
+US$7.82만
|
+89
|
+6%
|
|
|
2006
|
Opal Wealth Advisors
Jericho,
New York
|
US$179만
|
-US$5.36만
|
-61
|
-4%
|
|
|
2007
|
Nadler Financial Group
Deerfield,
Illinois
|
US$178만
|
–
|
–
|
–
|
|
|
2008
|
Summit Global Investments
Bountiful,
Utah
|
US$178만
|
-US$30.3만
|
-345
|
-17%
|
|
|
2009
|
DMC Group
Birmingham,
Alabama
|
US$178만
|
-US$8.35만
|
-95
|
-5%
|
|
|
2010
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
US$178만
|
+US$1.58만
|
+18
|
+1%
|
|
|
2011
|
Charis Legacy Partners
Bryan,
Texas
|
US$178만
|
–
|
–
|
–
|
|
|
2012
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
US$178만
|
+US$111만
|
+1,267
|
+317%
|
|
|
2013
|
Planning Center Inc
Moline,
Illinois
|
US$177만
|
+US$4.22만
|
+48
|
+3%
|
|
|
2014
|
TRB Wealth Management
Houston,
Texas
|
US$177만
|
-US$27.7만
|
-315
|
-16%
|
|
|
2015
|
Rossby Financial
Melbourne,
Florida
|
US$177만
|
+US$17만
|
+193
|
+13%
|
|
|
2016
|
W Advisors LLC
Germantown,
Tennessee
|
US$177만
|
-US$39.7만
|
-452
|
-21%
|
|
|
2017
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
US$177만
|
+US$1.76천
|
+2
|
+0.1%
|
|
|
2018
|
Grove Bank & Trust
Miami,
Florida
|
US$176만
|
-US$4.74만
|
-54
|
-3%
|
|
|
2019
|
Citizens Business Bank
Ontario,
California
|
US$176만
|
+US$5.27천
|
+6
|
+0.4%
|
|
|
2020
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
US$176만
|
-US$6.15천
|
-7
|
-0.4%
|
|
|
2021
|
Novem Group
Rochester,
New York
|
US$176만
|
-US$1.23만
|
-14
|
-0.8%
|
|
|
2022
|
Kaydan Wealth Management
Fenton,
Michigan
|
US$176만
|
+US$6.15천
|
+7
|
+0.4%
|
|
|
2023
|
Keystone Wealth Services
Palm Desert,
California
|
US$176만
|
+US$34.1만
|
+388
|
+31%
|
|
|
2024
|
Mirador Capital Partners
Pleasanton,
California
|
US$176만
|
+US$6.68만
|
+76
|
+5%
|
|
|
2025
|
Advisory Resource Group
Tulsa,
Oklahoma
|
US$175만
|
+US$5.27천
|
+6
|
+0.4%
|
|
