|
2001
|
Westside Investment Management
Santa Monica,
California
|
US$74.9만
|
+US$8.17만
|
+80
|
+14%
|
|
|
2002
|
Lauterbach Financial Advisors
El Paso,
Texas
|
US$74.7만
|
+US$1.02만
|
+10
|
+2%
|
|
|
2003
|
Columbia Asset Management
Ann Arbor,
Michigan
|
US$74.6만
|
+US$3.27만
|
+32
|
+5%
|
|
|
2004
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
US$74.6만
|
+US$4.08천
|
+4
|
+0.6%
|
|
|
2005
|
Kingdom Financial Group
Peoria,
Arizona
|
US$74.6만
|
-US$1.12만
|
-11
|
-2%
|
|
|
2006
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
US$74.4만
|
+US$9.7만
|
+95
|
+18%
|
|
|
2007
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
US$74.4만
|
+US$9.19천
|
+9
|
+1%
|
|
|
2008
|
May Hill Capital
Cohasset,
Massachusetts
|
US$74.4만
|
+US$2.35만
|
+23
|
+4%
|
|
|
2009
|
Prota Financial
Houston,
Texas
|
US$74.3만
|
-US$13.5만
|
-132
|
-17%
|
|
|
2010
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
US$74.3만
|
+US$1123만
|
+10,999
|
+1,360%
|
|
|
2011
|
Impact Capital Partners
Greenwood Village,
Colorado
|
US$74.3만
|
+US$3.67만
|
+36
|
+6%
|
|
|
2012
|
Lantern Wealth Advisors
Melville,
New York
|
US$74.3만
|
+US$6.53만
|
+64
|
+11%
|
|
|
2013
|
Tanglewood Legacy Advisors
Houston,
Texas
|
US$74.1만
|
–
|
–
|
–
|
|
|
2014
|
Wick Capital Partners
Wayne,
Pennsylvania
|
US$74.1만
|
+US$5.1천
|
+5
|
+0.8%
|
|
|
2015
|
Tufton Capital Management
Hunt Valley,
Maryland
|
US$74.1만
|
+US$8.16천
|
+8
|
+1%
|
|
|
2016
|
Boreal Capital Management
Miami,
Florida
|
US$73.9만
|
–
|
–
|
–
|
|
|
2017
|
Lyell Wealth Management
Menlo Park,
California
|
US$73.8만
|
+US$10.1만
|
+99
|
+19%
|
|
|
2018
|
Univest Financial
Souderton,
Pennsylvania
|
US$73.4만
|
-US$4.08만
|
-40
|
-6%
|
|
|
2019
|
HFM Investment Advisors
Glassboro,
New Jersey
|
US$73.4만
|
+US$4.08천
|
+4
|
+0.6%
|
|
|
2020
|
Bangor Savings Bank
Bangor,
Maine
|
US$73.4만
|
+US$2.35만
|
+23
|
+4%
|
|
|
2021
|
Ring Mountain Capital
Tiburon,
California
|
US$73.3만
|
+US$3.27만
|
+32
|
+5%
|
|
|
2022
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
US$73.1만
|
+US$3.37만
|
+33
|
+6%
|
|
|
2023
|
Curran Financial Partners
Daniel Island,
South Carolina
|
US$73만
|
-US$1.22만
|
-12
|
-2%
|
|
|
2024
|
Greatmark Investment Partners
Columbus,
Georgia
|
US$73만
|
-US$2.55만
|
-25
|
-4%
|
|
|
2025
|
Bonness Enterprises
Washington,
District of Columbia
|
US$72.8만
|
–
|
–
|
–
|
|
