|
2001
|
Atlantic Family Wealth
Coral Gables,
Florida
|
US$25.1만
|
–
|
–
|
–
|
|
|
2002
|
Financial Engines Advisors
Santa Clara,
California
|
US$25만
|
+US$1.34만
|
+106
|
+6%
|
|
|
2003
|
Sivia Capital Partners
Mill Valley,
California
|
US$25만
|
+US$25만
|
+1,978
|
신규
|
|
|
2004
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
US$25만
|
-US$1.34만
|
-106
|
-5%
|
|
|
2005
|
TrustBank
Olney,
Illinois
|
US$25만
|
–
|
–
|
–
|
|
|
2006
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
US$24.9만
|
+US$631
|
+5
|
+0.3%
|
|
|
2007
|
Ferguson Shapiro
Decatur,
Georgia
|
US$24.9만
|
+US$2.02천
|
+16
|
+0.8%
|
|
|
2008
|
Liberty Capital Management
Birmingham,
Michigan
|
US$24.9만
|
+US$24.8만
|
+1,964
|
신규
|
|
|
2009
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
US$24.8만
|
-US$4.42천
|
-35
|
-2%
|
|
|
2010
|
World Equity Group
Schaumburg,
Illinois
|
US$24.7만
|
-US$3.53천
|
-28
|
-1%
|
|
|
2011
|
|
US$24.6만
|
+US$10.1만
|
+804
|
+70%
|
|
|
2012
|
tru Independence
Portland,
Oregon
|
US$24.6만
|
+US$2.14천
|
+17
|
+0.9%
|
|
|
2013
|
Alphadyne Asset Management
New York
|
US$24.6만
|
-US$20.1만
|
-1,594
|
-45%
|
|
|
2014
|
Planned Solutions
Folsom,
California
|
US$24.5만
|
+US$7.57천
|
+60
|
+3%
|
|
|
2015
|
Eagle Strategies
New York
|
US$24.5만
|
+US$883
|
+7
|
+0.4%
|
|
|
2016
|
Elevation Wealth Partners
Santa Rosa,
California
|
US$24.5만
|
+US$2.17만
|
+172
|
+10%
|
|
|
2017
|
Semus Wealth Partners
Boca Raton,
Florida
|
US$24.5만
|
+US$2.02천
|
+16
|
+0.8%
|
|
|
2018
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
US$24.4만
|
-US$4.33만
|
-343
|
-15%
|
|
|
2019
|
OneAscent Wealth Management
Birmingham,
Alabama
|
US$24.3만
|
-US$3.91천
|
-31
|
-2%
|
|
|
2020
|
Strategic Investment Solutions
Orland Park,
Illinois
|
US$24.3만
|
+US$883
|
+7
|
+0.4%
|
|
|
2021
|
Leelyn Smith
Geneva,
Illinois
|
US$24.3만
|
+US$5.55천
|
+44
|
+2%
|
|
|
2022
|
SYM Financial Corp
Winona Lake,
Indiana
|
US$24.3만
|
+US$24.2만
|
+1,919
|
신규
|
|
|
2023
|
Meridian Financial
Holliston,
Massachusetts
|
US$24.2만
|
–
|
–
|
–
|
|
|
2024
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
US$24.1만
|
-US$7.95천
|
-63
|
-3%
|
|
|
2025
|
J.W. Burns & Co
Dewitt,
New York
|
US$24.1만
|
+US$883
|
+7
|
+0.4%
|
|
