|
2001
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
US$230만
|
-US$17.6만
|
-235
|
-11%
|
|
|
2002
|
PGIM Custom Harvest
Newark,
New Jersey
|
US$229만
|
+US$16.8만
|
+224
|
+13%
|
|
|
2003
|
BIP Wealth
Atlanta,
Georgia
|
US$229만
|
+US$51만
|
+680
|
+52%
|
|
|
2004
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
US$229만
|
+US$37.6만
|
+501
|
+34%
|
|
|
2005
|
|
US$228만
|
+US$28.5만
|
+380
|
+24%
|
|
|
2006
|
Harbor Investment Advisory
Lutherville,
Maryland
|
US$228만
|
+US$52.6만
|
+701
|
+55%
|
|
|
2007
|
JGP Wealth Management
Bend,
Oregon
|
US$228만
|
+US$19만
|
+254
|
+15%
|
|
|
2008
|
Trivant Custom Portfolio Group
San Diego,
California
|
US$228만
|
+US$148만
|
+1,973
|
신규
|
|
|
2009
|
HBW Advisory Services
Simi Valley,
California
|
US$227만
|
+US$27.4만
|
+365
|
+23%
|
|
|
2010
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
US$226만
|
+US$2.1만
|
+28
|
+1%
|
|
|
2011
|
Private Management Group
Irvine,
California
|
US$226만
|
-US$3만
|
-40
|
-2%
|
|
|
2012
|
Rossby Financial
Melbourne,
Florida
|
US$225만
|
+US$7.5만
|
+100
|
+5%
|
|
|
2013
|
KPP Advisory Services
Louisville,
Kentucky
|
US$225만
|
-US$98.5만
|
-1,313
|
-40%
|
|
|
2014
|
Finer Wealth Management
Salem,
Massachusetts
|
US$224만
|
-US$61.3만
|
-817
|
-30%
|
|
|
2015
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
US$224만
|
-US$2.1만
|
-28
|
-1%
|
|
|
2016
|
United Asset Strategies
Garden City,
New York
|
US$224만
|
-US$119만
|
-1,585
|
-45%
|
|
|
2017
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
US$224만
|
+US$114만
|
+1,515
|
+173%
|
|
|
2018
|
Teza Capital Management
Chicago,
Illinois
|
US$223만
|
+US$13.9만
|
+185
|
+11%
|
|
|
2019
|
Forum Finance Group
Geneva,
|
US$222만
|
-US$69.9만
|
-932
|
-28%
|
|
|
2020
|
Ionic Capital Management
New York
|
US$221만
|
-US$63.8만
|
-851
|
-31%
|
|
|
2021
|
Capital Performance Advisors
Walnut Creek,
California
|
US$221만
|
-US$135만
|
-1,799
|
-48%
|
|
|
2022
|
Red Door Wealth Management
Memphis,
Tennessee
|
US$221만
|
+US$1.05만
|
+14
|
+0.7%
|
|
|
2023
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
US$221만
|
+US$33.7만
|
+449
|
+31%
|
|
|
2024
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
US$220만
|
-US$3.75천
|
-5
|
-0.3%
|
|
|
2025
|
Wealth Quarterback
Toms River,
New Jersey
|
US$220만
|
-US$7.12만
|
-95
|
-5%
|
|
