|
2001
|
Guerra Pan Advisors
Montclair,
New Jersey
|
US$32.5만
|
+US$4.42천
|
+46
|
+1%
|
|
|
2002
|
MKT Advisors
Escondido,
California
|
US$32.4만
|
+US$288
|
+3
|
+0.1%
|
|
|
2003
|
D.J. St. Germain
Springfield,
Massachusetts
|
US$32.4만
|
-US$5.69만
|
-592
|
-15%
|
|
|
2004
|
Pinnacle Financial Group
Western Springs,
Illinois
|
US$32.4만
|
–
|
–
|
–
|
|
|
2005
|
Sargent Investment Group
Bethesda,
Maryland
|
US$32.3만
|
+US$32.2만
|
+3,349
|
신규
|
|
|
2006
|
|
US$32.3만
|
+US$9.44만
|
+983
|
+42%
|
|
|
2007
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
US$32.3만
|
-US$1.03만
|
-107
|
-3%
|
|
|
2008
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
US$32.3만
|
-US$10.7만
|
-1,117
|
-25%
|
|
|
2009
|
Rothschild Capital Partners
New York
|
US$32.3만
|
+US$4.71천
|
+49
|
+1%
|
|
|
2010
|
City State Bank
Norwalk,
Iowa
|
US$32.2만
|
–
|
–
|
–
|
|
|
2011
|
Marino Stram & Associates
Braintree,
Massachusetts
|
US$32.2만
|
+US$7.2만
|
+750
|
+29%
|
|
|
2012
|
DKM Wealth Management
Stockton,
California
|
US$32.1만
|
–
|
–
|
–
|
|
|
2013
|
Peregrine Asset Advisers
Portland,
Oregon
|
US$32.1만
|
-US$2.11천
|
-22
|
-0.7%
|
|
|
2014
|
USA Financial Formulas
Ada,
Michigan
|
US$31.9만
|
-US$19.8만
|
-2,062
|
-38%
|
|
|
2015
|
Avid Wealth Partners
San Antonio,
Texas
|
US$31.8만
|
-US$5.51만
|
-574
|
-15%
|
|
|
2016
|
Stillwater Private Wealth
Glen Mills,
Pennsylvania
|
US$31.8만
|
–
|
–
|
–
|
|
|
2017
|
Rock Point Advisors
Burlington,
Vermont
|
US$31.8만
|
+US$7.03만
|
+732
|
+29%
|
|
|
2018
|
Cordoba Advisory Partners
New York
|
US$31.7만
|
-US$2.67만
|
-278
|
-8%
|
|
|
2019
|
National Wealth Management Group
Cincinnati,
Ohio
|
US$31.7만
|
-US$1.54천
|
-16
|
-0.5%
|
|
|
2020
|
Quantum Financial Advisors
El Segundo,
California
|
US$31.7만
|
–
|
–
|
–
|
|
|
2021
|
Eclectic Associates
Fullerton,
California
|
US$31.7만
|
+US$1.04만
|
+108
|
+3%
|
|
|
2022
|
Evolve Private Wealth
Los Angeles,
California
|
US$31.7만
|
-US$219만
|
-22,755
|
-87%
|
|
|
2023
|
Bulwark Capital
Fernandina Beach,
Florida
|
US$31.6만
|
-US$82.3만
|
-8,565
|
-72%
|
|
|
2024
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
US$31.6만
|
+US$31.4만
|
+3,272
|
신규
|
|
|
2025
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
US$31.6만
|
-US$8.48만
|
-883
|
-21%
|
|
