|
2001
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
US$31만
|
+US$3.68만
|
+162
|
+13%
|
|
|
2002
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
US$31만
|
–
|
–
|
–
|
|
|
2003
|
Partners Wealth Management
Carmel By The Sea,
California
|
US$30.9만
|
–
|
–
|
–
|
|
|
2004
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
US$30.8만
|
–
|
–
|
–
|
|
|
2005
|
Rodgers Brothers
Harmony,
Pennsylvania
|
US$30.8만
|
–
|
–
|
–
|
|
|
2006
|
Palacios Wealth Management
Ormond Beach,
Florida
|
US$30.7만
|
–
|
–
|
–
|
|
|
2007
|
Professional Financial Solutions
Falls Chruch,
Virginia
|
US$30.7만
|
-US$908
|
-4
|
-0.3%
|
|
|
2008
|
Camden National Bank
Camden,
Maine
|
US$30.7만
|
+US$7.95만
|
+350
|
+34%
|
|
|
2009
|
BNC Wealth Management
Beaverton,
Oregon
|
US$30.6만
|
-US$9.22만
|
-406
|
-23%
|
|
|
2010
|
Sagewood Asset Management
New York
|
US$30.6만
|
-US$19.3만
|
-851
|
-38%
|
|
|
2011
|
BCR Wealth Strategies
Vestavia,
Alabama
|
US$30.5만
|
+US$227
|
+1
|
+0.1%
|
|
|
2012
|
Stonebrook Private
Northville,
Michigan
|
US$30.5만
|
-US$2.88만
|
-127
|
-8%
|
|
|
2013
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
US$30.4만
|
-US$3.86천
|
-17
|
-1%
|
|
|
2014
|
First Bank & Trust
Brookings,
South Dakota
|
US$30.4만
|
+US$1.14천
|
+5
|
+0.4%
|
|
|
2015
|
New Republic Capital
Charlotte,
North Carolina
|
US$30.4만
|
-US$2.52만
|
-111
|
-7%
|
|
|
2016
|
Raffa Wealth Management
Washington,
District of Columbia
|
US$30.4만
|
–
|
–
|
–
|
|
|
2017
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
US$30.3만
|
-US$1.36천
|
-6
|
-0.4%
|
|
|
2018
|
Dickmeyer Boyce Financial Management
Fort Wayne,
Indiana
|
US$30.2만
|
+US$227
|
+1
|
+0.1%
|
|
|
2019
|
White Pine Capital
Bloomington,
Minnesota
|
US$30.2만
|
-US$2.72천
|
-12
|
-0.9%
|
|
|
2020
|
Verity Asset Management
Durham,
North Carolina
|
US$30.2만
|
-US$2.27천
|
-10
|
-0.7%
|
|
|
2021
|
Granite Harbor Advisors
Houston,
Texas
|
US$30.1만
|
+US$1.82만
|
+80
|
+6%
|
|
|
2022
|
Focused Wealth Management
Newburgh,
New York
|
US$30.1만
|
+US$9.13만
|
+402
|
+42%
|
|
|
2023
|
Hilltop Partners
Mishawaka,
Indiana
|
US$30.1만
|
–
|
–
|
–
|
|
|
2024
|
Strategic Advisory Partners
Greensboro,
North Carolina
|
US$30.1만
|
–
|
–
|
–
|
|
|
2025
|
Aspen Wealth Strategies
Arvada,
Colorado
|
US$29.9만
|
-US$3.18천
|
-14
|
-1%
|
|
