|
2001
|
IMA Advisory Services
Denver,
Colorado
|
US$4만
|
-US$1.63천
|
-5
|
-4%
|
|
|
2002
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
US$3.92만
|
–
|
–
|
–
|
|
|
2003
|
Vision Retirement
Ridgewood,
New Jersey
|
US$3.92만
|
+US$3.59천
|
+11
|
+11%
|
|
|
2004
|
Meeder Asset Management
Dublin,
Ohio
|
US$3.82만
|
-US$236만
|
-7,243
|
-98%
|
|
|
2005
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
US$3.82만
|
–
|
–
|
–
|
|
|
2006
|
SOA Wealth Advisors
New York
|
US$3.82만
|
–
|
–
|
–
|
|
|
2007
|
Hollencrest Capital Management
Newport Beach,
California
|
US$3.75만
|
-US$1.7만
|
-52
|
-32%
|
|
|
2008
|
Financial Perspectives
Minneapolis,
Minnesota
|
US$3.71만
|
–
|
–
|
–
|
|
|
2009
|
Ares Financial Consulting
Calabasas,
California
|
US$3.71만
|
+US$1.63천
|
+5
|
+5%
|
|
|
2010
|
Meridiem Investment Management
London,
United Kingdom
|
US$3.68만
|
–
|
–
|
–
|
|
|
2011
|
Crewe Advisors
Salt Lake City,
Utah
|
US$3.65만
|
+US$8.15천
|
+25
|
+30%
|
|
|
2012
|
Kozak & Associates
Highlands Ranch,
Colorado
|
US$3.62만
|
+US$979
|
+3
|
+3%
|
|
|
2013
|
Kerr Financial Planning
Fresno,
California
|
US$3.48만
|
–
|
–
|
–
|
|
|
2014
|
West Paces Advisors
Atlanta,
Georgia
|
US$3.48만
|
+US$3.33만
|
+102
|
신규
|
|
|
2015
|
Financial Consulate
Hunt Valley,
Maryland
|
US$3.44만
|
+US$5.22천
|
+16
|
+19%
|
|
|
2016
|
Kelleher Financial Advisors
New York
|
US$3.44만
|
+US$3.29만
|
+101
|
신규
|
|
|
2017
|
Philadelphia Investment Partners
Voorhees,
New Jersey
|
US$3.41만
|
–
|
–
|
–
|
|
|
2018
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
US$3.41만
|
+US$2.94천
|
+9
|
+10%
|
|
|
2019
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
US$3.4만
|
–
|
–
|
–
|
|
|
2020
|
Silicon Valley Capital Partners
San Jose,
California
|
US$3.33만
|
+US$2.25만
|
+69
|
+238%
|
|
|
2021
|
Arlington Trust
Birmingham,
Alabama
|
US$3.27만
|
–
|
–
|
–
|
|
|
2022
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
US$3.27만
|
+US$3.13만
|
+96
|
신규
|
|
|
2023
|
Investors Research Corp
Atlanta,
Georgia
|
US$3.24만
|
-US$1.53만
|
-47
|
-33%
|
|
|
2024
|
Covestor
London,
United Kingdom
|
US$3.2만
|
-US$2.41만
|
-74
|
-44%
|
|
|
2025
|
Institute for Wealth Management
Denver,
Colorado
|
US$3.17만
|
+US$3.03만
|
+93
|
신규
|
|
