|
2001
|
Asset Planning Inc
Cypress,
California
|
US$57만
|
+US$2.9천
|
+32
|
+0.5%
|
|
|
2002
|
Level Financial Advisors
East Amherst,
New York
|
US$57만
|
–
|
–
|
–
|
|
|
2003
|
Creekside Partners
Petaluma,
California
|
US$57만
|
–
|
–
|
–
|
|
|
2004
|
DiPaolo Financial Group
Lutz,
Florida
|
US$57만
|
–
|
–
|
–
|
|
|
2005
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
US$56.9만
|
+US$58.7만
|
+6,485
|
신규
|
|
|
2006
|
Park Place Capital
Homewood,
Alabama
|
US$56.8만
|
-US$83.8만
|
-9,269
|
-59%
|
|
|
2007
|
Maple Capital Management
Montpelier,
Vermont
|
US$56.8만
|
-US$2.01만
|
-222
|
-3%
|
|
|
2008
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
US$56.8만
|
–
|
–
|
–
|
|
|
2009
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
US$56.7만
|
+US$4.16천
|
+46
|
+0.7%
|
|
|
2010
|
Adelphi Trust
Saint Petersburg,
Florida
|
US$56.5만
|
+US$1.57만
|
+174
|
+3%
|
|
|
2011
|
Marble Wealth
Montgomery,
Alabama
|
US$56.4만
|
-US$543
|
-6
|
-0.1%
|
|
|
2012
|
Bank of New Hampshire
Laconia,
New Hampshire
|
US$56.3만
|
-US$6.33천
|
-70
|
-1%
|
|
|
2013
|
Argentarii
Cincinnati,
Ohio
|
US$56.2만
|
-US$3.91만
|
-432
|
-6%
|
|
|
2014
|
MOR Wealth Management
Philadelphia,
Pennsylvania
|
US$56.2만
|
+US$57.9만
|
+6,404
|
신규
|
|
|
2015
|
North Star Asset Management
Neenah,
Wisconsin
|
US$56.2만
|
-US$995
|
-11
|
-0.2%
|
|
|
2016
|
Drive Wealth Management
Lehi,
Utah
|
US$56.1만
|
+US$4.19만
|
+463
|
+8%
|
|
|
2017
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
US$56만
|
–
|
–
|
–
|
|
|
2018
|
Hilltop National Bank
Casper,
Wyoming
|
US$55.9만
|
+US$3.03만
|
+335
|
+6%
|
|
|
2019
|
Wealthspan Partners
Davenport,
Iowa
|
US$55.8만
|
-US$3.03만
|
-335
|
-5%
|
|
|
2020
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
US$55.8만
|
+US$2.68만
|
+296
|
+5%
|
|
|
2021
|
Income Insurance Ltd
Singapore,
|
US$55.8만
|
+US$1.81만
|
+200
|
+3%
|
|
|
2022
|
Sara-Bay Financial
Sarasota,
Florida
|
US$55.7만
|
+US$5.82만
|
+643
|
+11%
|
|
|
2023
|
Rogco LP
Claremore,
Oklahoma
|
US$55.7만
|
–
|
–
|
–
|
|
|
2024
|
Papamarkou Wellner Asset Management
New York
|
US$55.7만
|
–
|
–
|
–
|
|
|
2025
|
German American Bancorp
Jasper,
Indiana
|
US$55.7만
|
–
|
–
|
–
|
|
