|
2001
|
Spirit of America Management Corp
Syosset,
New York
|
US$11.9만
|
+US$8.02만
|
+400
|
신규
|
|
|
2002
|
Centerpoint Advisors
Needham,
Massachusetts
|
US$11.9만
|
–
|
–
|
–
|
|
|
2003
|
MCF Advisors
Covington,
Kentucky
|
US$11.5만
|
+US$7.32만
|
+365
|
+1,659%
|
|
|
2004
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
US$11.3만
|
-US$1.16만
|
-58
|
-13%
|
|
|
2005
|
SJS Investment Consulting
Sylvania,
Ohio
|
US$11.2만
|
+US$4.83만
|
+241
|
+177%
|
|
|
2006
|
Mosley Wealth Management
Anaheim,
California
|
US$11.2만
|
+US$6.84만
|
+341
|
+974%
|
|
|
2007
|
Rialto Wealth Management
Syracuse,
New York
|
US$11.2만
|
+US$2.83만
|
+141
|
+60%
|
|
|
2008
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
US$10.6만
|
+US$7.16만
|
+357
|
신규
|
|
|
2009
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
US$10.5만
|
+US$5.61천
|
+28
|
+9%
|
|
|
2010
|
Avalon Trust
Santa Fe,
New Mexico
|
US$10.1만
|
–
|
–
|
–
|
|
|
2011
|
Essential Partners
Rancho Santa Fe,
California
|
US$10만
|
-US$203만
|
-10,146
|
-97%
|
|
|
2012
|
Manchester Capital Management
Manchester,
Vermont
|
US$9.47만
|
+US$2.11만
|
+105
|
+49%
|
|
|
2013
|
GoalVest Advisory
New York
|
US$9.38만
|
+US$1.3만
|
+65
|
+26%
|
|
|
2014
|
Kemnay Advisory Services
New York
|
US$9.26만
|
-US$5.21천
|
-26
|
-8%
|
|
|
2015
|
Frazier Financial Advisors
Columbus,
Ohio
|
US$9.16만
|
+US$6.42천
|
+32
|
+12%
|
|
|
2016
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
US$9.1만
|
+US$2.81천
|
+14
|
+5%
|
|
|
2017
|
Avion Wealth
The Woodlands,
Texas
|
US$9만
|
+US$2.47만
|
+123
|
+68%
|
|
|
2018
|
Dogwood Wealth Management
Lenexa,
Kansas
|
US$8.97만
|
+US$7.42천
|
+37
|
+14%
|
|
|
2019
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
US$8.94만
|
–
|
–
|
–
|
|
|
2020
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
US$8.88만
|
+US$1만
|
+50
|
+20%
|
|
|
2021
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
US$8.76만
|
+US$1천
|
+5
|
+2%
|
|
|
2022
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
US$8.55만
|
+US$4.61천
|
+23
|
+9%
|
|
|
2023
|
Rossby Financial
Melbourne,
Florida
|
US$8.52만
|
-US$15.7만
|
-784
|
-73%
|
|
|
2024
|
Armstrong Advisory Group
Needham,
Massachusetts
|
US$8.46만
|
–
|
–
|
–
|
|
|
2025
|
James T. Borello RIA
East Dundee,
Illinois
|
US$8.34만
|
+US$1.2천
|
+6
|
+2%
|
|
