|
2001
|
AGH Wealth Advisors
Wichita,
Kansas
|
US$72.3만
|
+US$2.5만
|
+80
|
+4%
|
|
|
2002
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
US$72.2만
|
+US$4.38천
|
+14
|
+0.7%
|
|
|
2003
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
US$72만
|
+US$1.47만
|
+47
|
+2%
|
|
|
2004
|
Knightsbridge Asset Management
Newport Beach,
California
|
US$71.9만
|
-US$27.5만
|
-878
|
-31%
|
|
|
2005
|
Roberts, Glore & Co
Deerfield,
Illinois
|
US$71.9만
|
-US$939
|
-3
|
-0.2%
|
|
|
2006
|
4J Wealth Management
Alexandria,
Virginia
|
US$71.7만
|
-US$1.5만
|
-48
|
-2%
|
|
|
2007
|
Mindset Wealth Management
Indianapolis,
Indiana
|
US$71.7만
|
+US$3.44만
|
+110
|
+6%
|
|
|
2008
|
Dopkins Wealth Management
Williamsville,
New York
|
US$71.6만
|
-US$20.4만
|
-653
|
-25%
|
|
|
2009
|
LifeWealth Investments
Winter Garden,
Florida
|
US$71.5만
|
+US$1.13만
|
+36
|
+2%
|
|
|
2010
|
Bridgefront Capital
Austin,
Texas
|
US$71.5만
|
-US$110만
|
-3,505
|
-65%
|
|
|
2011
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
US$71.4만
|
+US$1만
|
+32
|
+2%
|
|
|
2012
|
Advisortrust Partners
Raleigh,
North Carolina
|
US$71.4만
|
+US$3.48만
|
+111
|
+6%
|
|
|
2013
|
Chatterton & Associates
Anaheim,
California
|
US$71.3만
|
-US$3.29만
|
-105
|
-5%
|
|
|
2014
|
MV Capital Management
Bethesda,
Maryland
|
US$71만
|
+US$6.26천
|
+20
|
+1%
|
|
|
2015
|
Severin Investments
St. Louis,
Missouri
|
US$70.9만
|
-US$6.32만
|
-202
|
-10%
|
|
|
2016
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
US$70.8만
|
-US$1.88천
|
-6
|
-0.3%
|
|
|
2017
|
Means Investment Company
Bangor,
Maine
|
US$70.5만
|
-US$3.01만
|
-96
|
-5%
|
|
|
2018
|
Summit Wealth Group
White River Junction,
Vermont
|
US$70.4만
|
–
|
–
|
–
|
|
|
2019
|
ProVise Management Group
Clearwater,
Florida
|
US$70.1만
|
-US$9.08천
|
-29
|
-2%
|
|
|
2020
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
US$70.1만
|
+US$58.7만
|
+1,875
|
신규
|
|
|
2021
|
Quadcap Wealth Management
Frisco,
Texas
|
US$70만
|
+US$3.29만
|
+105
|
+6%
|
|
|
2022
|
McDonald Partners
Cleveland,
Ohio
|
US$69.9만
|
-US$394만
|
-12,569
|
-87%
|
|
|
2023
|
Highline Wealth Partners
Sherman Oaks,
California
|
US$69.9만
|
+US$38.5만
|
+1,231
|
+193%
|
|
|
2024
|
Successful Portfolios
Clearwater,
Florida
|
US$69.8만
|
-US$1.85만
|
-59
|
-3%
|
|
|
2025
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
US$69.7만
|
+US$3.13만
|
+100
|
+6%
|
|
