|
2001
|
Doheny Asset Management
Los Angeles,
California
|
US$154만
|
–
|
–
|
–
|
|
|
2002
|
Bridgewater Advisors
New York
|
US$154만
|
+US$1.3천
|
+7
|
+0.1%
|
|
|
2003
|
Root Financial Partners
Encinitas,
California
|
US$154만
|
+US$38만
|
+2,043
|
+28%
|
|
|
2004
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
US$154만
|
+US$5.58만
|
+300
|
+3%
|
|
|
2005
|
Gradient Capital Advisors
San Diego,
California
|
US$154만
|
+US$7.44천
|
+40
|
+0.4%
|
|
|
2006
|
Congress Park Capital
Saratoga Springs,
New York
|
US$154만
|
+US$1.58만
|
+85
|
+0.9%
|
|
|
2007
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
US$153만
|
+US$14.4만
|
+772
|
+9%
|
|
|
2008
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
US$153만
|
+US$1.75만
|
+94
|
+1%
|
|
|
2009
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
US$153만
|
-US$29.5만
|
-1,584
|
-15%
|
|
|
2010
|
Meridian Wealth Advisors
Austin,
Texas
|
US$152만
|
+US$7.26천
|
+39
|
+0.4%
|
|
|
2011
|
Marino Stram & Associates
Braintree,
Massachusetts
|
US$152만
|
+US$3.24만
|
+174
|
+2%
|
|
|
2012
|
Mosaic Financial Group
Chicago,
Illinois
|
US$152만
|
-US$13.9만
|
-747
|
-8%
|
|
|
2013
|
TMB Capital Partners
Little Rock,
Arkansas
|
US$152만
|
-US$9.38만
|
-504
|
-5%
|
|
|
2014
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
US$151만
|
-US$1.1만
|
-59
|
-0.6%
|
|
|
2015
|
Donoghue Forlines
Boston,
Massachusetts
|
US$151만
|
-US$83만
|
-4,460
|
-33%
|
|
|
2016
|
Davidson Trust Company
Seattle,
Washington
|
US$151만
|
+US$1.69만
|
+91
|
+1%
|
|
|
2017
|
Kirtland Hills Capital Management
Bratenahl,
Ohio
|
US$151만
|
+US$49.5만
|
+2,658
|
+41%
|
|
|
2018
|
Elyxium Wealth
San Mateo,
California
|
US$151만
|
+US$24.6만
|
+1,322
|
+17%
|
|
|
2019
|
Madrona Financial Services
Everett,
Washington
|
US$150만
|
-US$1.68천
|
-9
|
-0.1%
|
|
|
2020
|
Montchanin Asset Management
Montchanin,
Delaware
|
US$150만
|
–
|
–
|
–
|
|
|
2021
|
Demars Financial Group
Spokane Valley,
Washington
|
US$150만
|
+US$12.8만
|
+686
|
+8%
|
|
|
2022
|
Curtis Advisory Group
Santa Barbara,
California
|
US$150만
|
–
|
–
|
–
|
|
|
2023
|
HORAN Wealth
Cincinnati,
Ohio
|
US$150만
|
-US$167만
|
-8,972
|
-50%
|
|
|
2024
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
US$150만
|
-US$16.8만
|
-904
|
-9%
|
|
|
2025
|
Hilltop National Bank
Casper,
Wyoming
|
US$150만
|
+US$5.97만
|
+321
|
+4%
|
|
