|
2001
|
Strategic Advisors
New York
|
US$1697만
|
-US$2203만
|
-107,141
|
-56%
|
|
|
2002
|
NWF Advisory Services
Los Angeles,
California
|
US$1695만
|
-US$42.8만
|
-2,084
|
-2%
|
|
|
2003
|
|
US$1694만
|
-US$3811만
|
-185,350
|
-69%
|
|
|
2004
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
US$1693만
|
-US$5.26만
|
-256
|
-0.3%
|
|
|
2005
|
Impact Capital Partners
Greenwood Village,
Colorado
|
US$1693만
|
+US$15.9만
|
+773
|
+0.9%
|
|
|
2006
|
Tyche Wealth Partners
Plano,
Texas
|
US$1690만
|
-US$3.06만
|
-149
|
-0.2%
|
|
|
2007
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
US$1690만
|
-US$123만
|
-5,981
|
-7%
|
|
|
2008
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
US$1689만
|
-US$15.4만
|
-749
|
-0.9%
|
|
|
2009
|
Northstar Advisory Group
Northfield,
New Jersey
|
US$1689만
|
-US$312만
|
-15,162
|
-15%
|
|
|
2010
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
US$1687만
|
-US$5.04만
|
-245
|
-0.3%
|
|
|
2011
|
Menard Financial Group
Houston,
Texas
|
US$1682만
|
+US$20.9만
|
+1,015
|
+1%
|
|
|
2012
|
Connecticut Wealth Management
Farmington,
Connecticut
|
US$1682만
|
-US$107만
|
-5,223
|
-6%
|
|
|
2013
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
US$1682만
|
+US$82.9만
|
+4,033
|
+5%
|
|
|
2014
|
Untitled Investments
New York
|
US$1681만
|
-US$508만
|
-24,705
|
-23%
|
|
|
2015
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
US$1681만
|
-US$75.5만
|
-3,670
|
-4%
|
|
|
2016
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
US$1681만
|
+US$20만
|
+973
|
+1%
|
|
|
2017
|
Kimelman & Baird
New York
|
US$1680만
|
-US$3.6만
|
-175
|
-0.2%
|
|
|
2018
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
US$1678만
|
-US$24.4만
|
-1,188
|
-1%
|
|
|
2019
|
Crosslink Capital
Menlo Park,
California
|
US$1676만
|
-US$871만
|
-42,340
|
-34%
|
|
|
2020
|
Sargent Investment Group
Bethesda,
Maryland
|
US$1676만
|
+US$14.3만
|
+697
|
+0.8%
|
|
|
2021
|
SWS Partners
Columbus,
Ohio
|
US$1674만
|
+US$208만
|
+10,094
|
+14%
|
|
|
2022
|
Willis Investment Counsel
Gainesville,
Georgia
|
US$1674만
|
+US$302만
|
+14,700
|
+21%
|
|
|
2023
|
Activest Wealth Management
Aventure,
Florida
|
US$1670만
|
-US$747만
|
-36,321
|
-30%
|
|
|
2024
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
US$1668만
|
+US$2.3만
|
+112
|
+0.1%
|
|
|
2025
|
CNB Bank
Clearfield,
Pennsylvania
|
US$1667만
|
-US$100만
|
-4,860
|
-6%
|
|
