|
2001
|
Leonteq Securities AG
Zurich,
Switzerland
|
US$1.56천
|
-US$4.08만
|
-466
|
-96%
|
|
|
2002
|
Mosley Wealth Management
Anaheim,
California
|
US$1.47천
|
+US$1.4천
|
+16
|
신규
|
|
|
2003
|
Burkett Financial Services
Rock Hill,
South Carolina
|
US$1.42천
|
–
|
–
|
–
|
|
|
2004
|
Financial Network Wealth Advisors
Murray,
Utah
|
US$1.38천
|
+US$350
|
+4
|
+36%
|
|
|
2005
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
US$1.38천
|
+US$1.31천
|
+15
|
신규
|
|
|
2006
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
US$1.28천
|
–
|
–
|
–
|
|
|
2007
|
Phillip James Consulting
Plymouth,
Minnesota
|
US$1.28천
|
–
|
–
|
–
|
|
|
2008
|
Albion Financial Group
Salt Lake City,
Utah
|
US$1.19천
|
–
|
–
|
–
|
|
|
2009
|
Breakwater Investment Management
Seattle,
Washington
|
US$1.19천
|
+US$612
|
+7
|
+117%
|
|
|
2010
|
Caitlin John
Brighton,
Michigan
|
US$1.01천
|
–
|
–
|
–
|
|
|
2011
|
Hara Capital
Bellevue,
Washington
|
US$1.01천
|
–
|
–
|
–
|
|
|
2012
|
Pin Oak Investment Advisors
Houston,
Texas
|
US$1천
|
+US$700
|
+8
|
신규
|
|
|
2013
|
Aspect Partners
Fairfax,
Virginia
|
US$917
|
–
|
–
|
–
|
|
|
2014
|
Rakuten Securities
Tokyo,
Japan
|
US$825
|
-US$175
|
-2
|
-18%
|
|
|
2015
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$673
|
+US$612
|
+7
|
신규
|
|
|
2016
|
DecisionPoint Financial
Mesa,
Arizona
|
US$650
|
+US$437
|
+5
|
+250%
|
|
|
2017
|
Elevated Capital Advisors
Sandy,
Utah
|
US$642
|
–
|
–
|
–
|
|
|
2018
|
Hoey Investments
Coatesville,
Pennsylvania
|
US$551
|
+US$525
|
+6
|
신규
|
|
|
2019
|
Kozak & Associates
Highlands Ranch,
Colorado
|
US$472
|
-US$4.9천
|
-56
|
-92%
|
|
|
2020
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
US$461
|
+US$437
|
+5
|
신규
|
|
|
2021
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
US$413
|
–
|
–
|
–
|
|
|
2022
|
Marshall Investment Management
Littleton,
Colorado
|
US$367
|
–
|
–
|
–
|
|
|
2023
|
Investors Portfolio Services
Puyallup,
Washington
|
US$367
|
+US$350
|
+4
|
신규
|
|
|
2024
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
US$367
|
+US$350
|
+4
|
신규
|
|
|
2025
|
Maryland Capital Advisors
Chester,
Maryland
|
US$276
|
+US$262
|
+3
|
신규
|
|
