|
2001
|
Alpha Zero
Boca Raton,
Florida
|
US$37.7만
|
+US$39.7만
|
+734
|
신규
|
|
|
2002
|
BXM Wealth
Englewood,
Colorado
|
US$37.6만
|
+US$14.3만
|
+265
|
+56%
|
|
|
2003
|
Clearstead Trust
Portland,
Maine
|
US$37.6만
|
-US$4.32천
|
-8
|
-1%
|
|
|
2004
|
Fingerlakes Wealth Management
Ithaca,
New York
|
US$37.6만
|
+US$2.7천
|
+5
|
+0.7%
|
|
|
2005
|
|
US$37.5만
|
-US$541
|
-1
|
-0.1%
|
|
|
2006
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
US$37.5만
|
–
|
–
|
–
|
|
|
2007
|
STAR Financial Bank
Fort Wayne,
Indiana
|
US$37.2만
|
-US$9.7천
|
-18
|
-2%
|
|
|
2008
|
Chemistry Wealth Management
New York
|
US$37.2만
|
+US$1.08천
|
+2
|
+0.3%
|
|
|
2009
|
Northside Capital Management
Hood River,
Oregon
|
US$37.1만
|
–
|
–
|
–
|
|
|
2010
|
Moody National Bank Trust Division
Galveston,
Texas
|
US$37만
|
-US$2.27만
|
-42
|
-5%
|
|
|
2011
|
Means Investment Company
Bangor,
Maine
|
US$37만
|
-US$23.6만
|
-436
|
-38%
|
|
|
2012
|
PFC Capital Group
Los Angeles,
California
|
US$36.9만
|
–
|
–
|
–
|
|
|
2013
|
Perkins Coie Trust Company
Seattle,
Washington
|
US$36.9만
|
-US$1.19만
|
-22
|
-3%
|
|
|
2014
|
S.R. Schill & Associates
Mercer Island,
Washington
|
US$36.8만
|
+US$8.65천
|
+16
|
+2%
|
|
|
2015
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
US$36.8만
|
-US$1.46만
|
-27
|
-4%
|
|
|
2016
|
Centurion Wealth Management
Mclean,
Virginia
|
US$36.8만
|
-US$1.95만
|
-36
|
-5%
|
|
|
2017
|
Manske Wealth Management
Houston,
Texas
|
US$36.7만
|
-US$2.97만
|
-55
|
-7%
|
|
|
2018
|
Gentry Private Wealth
Wichita,
Kansas
|
US$36.7만
|
-US$1.68만
|
-31
|
-4%
|
|
|
2019
|
Waterloo Capital
Austin,
Texas
|
US$36.6만
|
-US$1.95만
|
-36
|
-5%
|
|
|
2020
|
Secure Asset Management
Troy,
Michigan
|
US$36.6만
|
+US$12.8만
|
+237
|
+49%
|
|
|
2021
|
Studio Investment Management
Chicago,
Illinois
|
US$36.6만
|
-US$1.62천
|
-3
|
-0.4%
|
|
|
2022
|
Cromwell Holdings
Jackson,
Wyoming
|
US$36.5만
|
–
|
–
|
–
|
|
|
2023
|
Curated Wealth Partners
El Segundo,
California
|
US$36.5만
|
+US$4.81만
|
+89
|
+14%
|
|
|
2024
|
Chesapeake Asset Management
New York
|
US$36.4만
|
-US$16.6만
|
-307
|
-30%
|
|
|
2025
|
Oak Family Advisors
Chicago,
Illinois
|
US$36.3만
|
+US$541
|
+1
|
+0.1%
|
|
