|
2001
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
US$311만
|
+US$18.1만
|
+775
|
+7%
|
|
|
2002
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
US$310만
|
+US$32.4만
|
+1,389
|
+13%
|
|
|
2003
|
Bourne Lent Asset Management
Pawling,
New York
|
US$310만
|
-US$46.6만
|
-2,000
|
-14%
|
|
|
2004
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
US$310만
|
-US$2.54만
|
-109
|
-0.9%
|
|
|
2005
|
Net Worth Advisory Group
Sandy,
Utah
|
US$309만
|
-US$42.7만
|
-1,831
|
-13%
|
|
|
2006
|
LRI Investments
Palm Beach Gardens,
Florida
|
US$309만
|
+US$4.06만
|
+174
|
+1%
|
|
|
2007
|
Everpar Advisors
Tulsa,
Oklahoma
|
US$309만
|
-US$3.36만
|
-144
|
-1%
|
|
|
2008
|
Apriem Advisors
Irvine,
California
|
US$308만
|
+US$2.33만
|
+100
|
+0.8%
|
|
|
2009
|
Insight Inv LLC
El Segundo,
California
|
US$307만
|
-US$1.28만
|
-55
|
-0.5%
|
|
|
2010
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
US$306만
|
-US$12.3만
|
-527
|
-4%
|
|
|
2011
|
Trivium Point Advisory
Westport,
Connecticut
|
US$305만
|
+US$51.7만
|
+2,217
|
+23%
|
|
|
2012
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
US$305만
|
+US$97.3만
|
+4,176
|
+53%
|
|
|
2013
|
Allen Capital Group
Grand Island,
Nebraska
|
US$305만
|
-US$365만
|
-15,673
|
-57%
|
|
|
2014
|
P.A.W. Capital
Greenwich,
Connecticut
|
US$305만
|
-US$4.89만
|
-210
|
-2%
|
|
|
2015
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
US$305만
|
-US$6.53만
|
-280
|
-2%
|
|
|
2016
|
Beech Hill Advisors
New York
|
US$305만
|
+US$3.73천
|
+16
|
+0.1%
|
|
|
2017
|
Keynote Financial Services
Vernon,
Connecticut
|
US$304만
|
-US$8.6만
|
-369
|
-3%
|
|
|
2018
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
US$303만
|
+US$120만
|
+5,144
|
+76%
|
|
|
2019
|
Northstar Financial Companies
Conshohocken,
Pennsylvania
|
US$303만
|
+US$15.7만
|
+672
|
+6%
|
|
|
2020
|
Ables Iannone Moore & Associates
Savannah,
Georgia
|
US$303만
|
+US$10.7만
|
+458
|
+4%
|
|
|
2021
|
Rogco LP
Claremore,
Oklahoma
|
US$301만
|
+US$2.31만
|
+99
|
+0.8%
|
|
|
2022
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
US$301만
|
+US$28.4만
|
+1,217
|
+11%
|
|
|
2023
|
Lynch Asset Management
Yardley,
Pennsylvania
|
US$301만
|
–
|
–
|
–
|
|
|
2024
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
US$300만
|
-US$21.4만
|
-919
|
-7%
|
|
|
2025
|
Bradyco Inc
Cambridge,
Massachusetts
|
US$300만
|
–
|
–
|
–
|
|
