|
2001
|
RMG Wealth Management
Platteville,
Wisconsin
|
US$1.54만
|
-US$7.44천
|
-41
|
-35%
|
|
|
2002
|
Centennial Bank
Conway,
Arkansas
|
US$1.52만
|
–
|
–
|
–
|
|
|
2003
|
MTM Investment Management
Spartanburg,
South Carolina
|
US$1.52만
|
+US$3.63천
|
+20
|
+33%
|
|
|
2004
|
James T. Borello
East Dundee,
Illinois
|
US$1.5만
|
-US$1.76만
|
-97
|
-55%
|
|
|
2005
|
Buck Wealth Strategies
Denver,
Colorado
|
US$1.49만
|
+US$1.42만
|
+78
|
신규
|
|
|
2006
|
WealthCollab
Bellevue,
Washington
|
US$1.49만
|
–
|
–
|
–
|
|
|
2007
|
Bank & Trust Company
Litchfield,
Illinois
|
US$1.49만
|
–
|
–
|
–
|
|
|
2008
|
Glen Eagle Advisors
Kingston,
New Jersey
|
US$1.45만
|
–
|
–
|
–
|
|
|
2009
|
Darwin Wealth Management
Tampa,
Florida
|
US$1.43만
|
–
|
–
|
–
|
|
|
2010
|
Abound Financial
Granite Bay,
California
|
US$1.43만
|
–
|
–
|
–
|
|
|
2011
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
US$1.43만
|
+US$3.45천
|
+19
|
+34%
|
|
|
2012
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
US$1.41만
|
–
|
–
|
–
|
|
|
2013
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
US$1.4만
|
+US$4.54천
|
+25
|
+50%
|
|
|
2014
|
Tripletail Wealth Management
Orlando,
Florida
|
US$1.39만
|
-US$1.36만
|
-75
|
-52%
|
|
|
2015
|
Allied Private Wealth
Boca Raton,
Florida
|
US$1.37만
|
+US$1.31만
|
+72
|
신규
|
|
|
2016
|
City State Bank
Norwalk,
Iowa
|
US$1.33만
|
–
|
–
|
–
|
|
|
2017
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
US$1.31만
|
-US$5.81천
|
-32
|
-32%
|
|
|
2018
|
Aspect Partners
Fairfax,
Virginia
|
US$1.22만
|
–
|
–
|
–
|
|
|
2019
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
US$1.22만
|
+US$908
|
+5
|
+8%
|
|
|
2020
|
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
|
US$1.2만
|
–
|
–
|
–
|
|
|
2021
|
3 Factor Indexing
Sacramento,
California
|
US$1.14만
|
–
|
–
|
–
|
|
|
2022
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
US$1.14만
|
–
|
–
|
–
|
|
|
2023
|
Hara Capital
Bellevue,
Washington
|
US$1.13만
|
–
|
–
|
–
|
|
|
2024
|
Lummis Asset Management
Fort Worth,
Texas
|
US$1.12만
|
–
|
–
|
–
|
|
|
2025
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
US$1.12만
|
+US$5.81천
|
+32
|
+119%
|
|
