|
2001
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
US$88.2만
|
-US$708
|
-7
|
-0.1%
|
|
|
2002
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
US$88.1만
|
-US$4.63만
|
-458
|
-7%
|
|
|
2003
|
Sage Rhino Capital
Menlo Park,
California
|
US$88만
|
+US$3.3만
|
+326
|
+5%
|
|
|
2004
|
Elser Financial Planning
Indianapolis,
Indiana
|
US$87.9만
|
+US$8.39천
|
+83
|
+1%
|
|
|
2005
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
US$87.8만
|
-US$20.9만
|
-2,071
|
-25%
|
|
|
2006
|
Salomon & Ludwin
Richmond,
Virginia
|
US$87.6만
|
-US$8.09천
|
-80
|
-1%
|
|
|
2007
|
Titleist Asset Management
San Antonio,
Texas
|
US$87.5만
|
+US$6.62만
|
+655
|
+12%
|
|
|
2008
|
Cura Wealth Advisors
Chicago,
Illinois
|
US$87.4만
|
-US$11.3만
|
-1,122
|
-15%
|
|
|
2009
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
US$87.3만
|
+US$5.53만
|
+547
|
+10%
|
|
|
2010
|
Congress Park Capital
Saratoga Springs,
New York
|
US$87.3만
|
-US$53.1만
|
-5,250
|
-46%
|
|
|
2011
|
Stokes Family Office
New Orleans,
Louisiana
|
US$87.2만
|
-US$24.2만
|
-2,390
|
-28%
|
|
|
2012
|
Independent Wealth Network
Urbandale,
Iowa
|
US$86.9만
|
-US$6.85만
|
-677
|
-10%
|
|
|
2013
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
US$86.7만
|
+US$4.65천
|
+46
|
+0.7%
|
|
|
2014
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
US$86.6만
|
+US$61.7만
|
+6,102
|
+6,102%
|
|
|
2015
|
Secure Asset Management
Troy,
Michigan
|
US$86.5만
|
+US$4.35만
|
+430
|
+7%
|
|
|
2016
|
SkyOak Wealth
Southfield,
Michigan
|
US$86.3만
|
+US$15.7만
|
+1,550
|
+33%
|
|
|
2017
|
Altus Wealth Group
Colorado Springs,
Colorado
|
US$86.3만
|
-US$4.09만
|
-404
|
-6%
|
|
|
2018
|
626 Financial
Portage,
Michigan
|
US$86.2만
|
-US$5.4만
|
-534
|
-8%
|
|
|
2019
|
Wharton Business Group
Malvern,
Pennsylvania
|
US$86.1만
|
-US$5.41만
|
-535
|
-8%
|
|
|
2020
|
Ingalls & Snyder LLC
New York
|
US$85.8만
|
-US$14.7만
|
-1,450
|
-19%
|
|
|
2021
|
JMAC Enterprises
Newtown,
Pennsylvania
|
US$85.8만
|
–
|
–
|
–
|
|
|
2022
|
Segment Wealth Management
Houston,
Texas
|
US$85.7만
|
+US$3.26만
|
+322
|
+6%
|
|
|
2023
|
Morton Capital Management
Calabasas,
California
|
US$85.5만
|
+US$61.9만
|
+6,126
|
신규
|
|
|
2024
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
US$85.4만
|
+US$7.58천
|
+75
|
+1%
|
|
|
2025
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
US$85만
|
-US$10.1만
|
-1,002
|
-14%
|
|
