|
2001
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
US$123만
|
+US$25.4만
|
+2,167
|
+29%
|
|
|
2002
|
Silver Oak Securities
Jackson,
Tennessee
|
US$123만
|
-US$9.9천
|
-85
|
-0.9%
|
|
|
2003
|
Fiduciary Family Office
Boca Raton,
Florida
|
US$123만
|
-US$15.4만
|
-1,314
|
-12%
|
|
|
2004
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
US$122만
|
+US$2.93천
|
+25
|
+0.3%
|
|
|
2005
|
Institute for Wealth Management
Denver,
Colorado
|
US$122만
|
-US$5.97천
|
-51
|
-0.5%
|
|
|
2006
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
US$122만
|
+US$29.8만
|
+2,545
|
+37%
|
|
|
2007
|
Intellectus Partners
San Francisco,
California
|
US$122만
|
-US$2.27만
|
-194
|
-2%
|
|
|
2008
|
Pinnacle West Asset Management
Casper,
Wyoming
|
US$122만
|
–
|
–
|
–
|
|
|
2009
|
Pettee Investors
Rowayton,
Connecticut
|
US$122만
|
–
|
–
|
–
|
|
|
2010
|
Constant Guidance Financial
Attleboro Falls,
Massachusetts
|
US$121만
|
+US$110만
|
+9,440
|
신규
|
|
|
2011
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
US$121만
|
-US$16.2만
|
-1,381
|
-13%
|
|
|
2012
|
Ridgewood Investments
Springfield,
New Jersey
|
US$121만
|
-US$14.9만
|
-1,270
|
-12%
|
|
|
2013
|
Everpar Advisors
Tulsa,
Oklahoma
|
US$121만
|
-US$1.44만
|
-123
|
-1%
|
|
|
2014
|
|
US$121만
|
-US$8.1만
|
-692
|
-7%
|
|
|
2015
|
Pines Wealth Management
Southern Pines,
North Carolina
|
US$121만
|
+US$2.28만
|
+195
|
+2%
|
|
|
2016
|
Faithward Advisors
Lancaster,
Pennsylvania
|
US$120만
|
-US$3.16만
|
-270
|
-3%
|
|
|
2017
|
Blodgett Wealth Advisors
Concord,
California
|
US$120만
|
+US$117
|
+1
|
+0%
|
|
|
2018
|
Farmers National Bank
Danville,
Kentucky
|
US$120만
|
-US$4.81만
|
-411
|
-4%
|
|
|
2019
|
Caitong International Asset Management
Hong Kong
|
US$120만
|
+US$5.57만
|
+476
|
+5%
|
|
|
2020
|
|
US$120만
|
-US$2.19만
|
-187
|
-2%
|
|
|
2021
|
Everstar Asset Management
Mooresville,
North Carolina
|
US$120만
|
-US$8.95만
|
-765
|
-8%
|
|
|
2022
|
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
US$120만
|
+US$23.5만
|
+2,008
|
+28%
|
|
|
2023
|
Frisch Financial Group
Melville,
New York
|
US$120만
|
+US$234
|
+2
|
+0%
|
|
|
2024
|
Hohimer Wealth Management
Seattle,
Washington
|
US$119만
|
-US$245만
|
-20,925
|
-69%
|
|
|
2025
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
US$119만
|
-US$3.04천
|
-26
|
-0.3%
|
|
