|
2001
|
IFS Advisors
Overland Park,
Kansas
|
US$36.8만
|
-US$1.24만
|
-103
|
-3%
|
|
|
2002
|
West Financial Advisors
Des Moines,
Iowa
|
US$36.8만
|
-US$1.11만
|
-92
|
-3%
|
|
|
2003
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
US$36.8만
|
–
|
–
|
–
|
|
|
2004
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
US$36.6만
|
-US$6.99천
|
-58
|
-2%
|
|
|
2005
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
US$36.5만
|
–
|
–
|
–
|
|
|
2006
|
Peak Financial Advisors
Denver,
Colorado
|
US$36.5만
|
–
|
–
|
–
|
|
|
2007
|
Valpey Financial Services
Concord,
New Hampshire
|
US$36.4만
|
-US$603
|
-5
|
-0.2%
|
|
|
2008
|
Holderness Investments Company
Greensboro,
North Carolina
|
US$36.4만
|
+US$5.9만
|
+489
|
+20%
|
|
|
2009
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
US$36.4만
|
-US$4.58천
|
-38
|
-1%
|
|
|
2010
|
Washington Trust
Westerly,
Rhode Island
|
US$36.4만
|
+US$1.71만
|
+142
|
+5%
|
|
|
2011
|
Williams Jones Wealth Management
New York
|
US$36.3만
|
-US$17.6만
|
-1,456
|
-33%
|
|
|
2012
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
US$36.3만
|
+US$4.39만
|
+364
|
+14%
|
|
|
2013
|
Mirae Asset Global Investments
Seoul,
South Korea
|
US$36.2만
|
-US$226만
|
-18,712
|
-87%
|
|
|
2014
|
SJS Investment Consulting
Sylvania,
Ohio
|
US$36.2만
|
–
|
–
|
–
|
|
|
2015
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
US$36.1만
|
–
|
–
|
–
|
|
|
2016
|
Maia Wealth
Denver,
Colorado
|
US$36.1만
|
+US$6.9만
|
+572
|
+24%
|
|
|
2017
|
R2 Capital Strategies
Lincoln,
Nebraska
|
US$36.1만
|
+US$35만
|
+2,907
|
신규
|
|
|
2018
|
Good Harbor Advisors
Gloucester,
Massachusetts
|
US$36만
|
-US$6.03천
|
-50
|
-2%
|
|
|
2019
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
US$36만
|
+US$121
|
+1
|
+0%
|
|
|
2020
|
MainStreet Investment Advisors
Chicago,
Illinois
|
US$35.9만
|
+US$34.9만
|
+2,892
|
신규
|
|
|
2021
|
Drive Wealth Management
Lehi,
Utah
|
US$35.9만
|
-US$7.4만
|
-614
|
-18%
|
|
|
2022
|
TD Capital Management
Memphis,
Tennessee
|
US$35.6만
|
+US$241
|
+2
|
+0.1%
|
|
|
2023
|
Davis Capital Management
Jacksonville,
Florida
|
US$35.6만
|
+US$16.3만
|
+1,353
|
+89%
|
|
|
2024
|
Catalyst Financial Partners
Boston,
Massachusetts
|
US$35.5만
|
-US$5.12만
|
-425
|
-13%
|
|
|
2025
|
HeadInvest LLC
Portland,
Maine
|
US$35.5만
|
-US$482
|
-4
|
-0.1%
|
|
