|
2001
|
Rossby Financial
Melbourne,
Florida
|
US$58만
|
-US$2.22만
|
-97
|
-5%
|
|
|
2002
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
US$58만
|
+US$2.98만
|
+130
|
+8%
|
|
|
2003
|
Root Financial Partners
Encinitas,
California
|
US$57.9만
|
-US$1.92만
|
-84
|
-5%
|
|
|
2004
|
Oxford Wealth Group
Orlando,
Florida
|
US$57.8만
|
-US$3.11만
|
-136
|
-7%
|
|
|
2005
|
Holistic Financial Partners
Indianapolis,
Indiana
|
US$57.8만
|
-US$1.56만
|
-68
|
-4%
|
|
|
2006
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
US$57.6만
|
+US$5.86만
|
+256
|
+18%
|
|
|
2007
|
YANKCOM Partnership
Yankton,
South Dakota
|
US$57.6만
|
-US$1.28만
|
-56
|
-3%
|
|
|
2008
|
Sunpointe
St. Louis,
Missouri
|
US$57.5만
|
+US$2.06천
|
+9
|
+0.5%
|
|
|
2009
|
Greenline Wealth Management
Boca Raton,
Florida
|
US$57.5만
|
+US$3.71만
|
+162
|
+11%
|
|
|
2010
|
Florida Financial Advisors
Tampa,
Florida
|
US$57.4만
|
+US$6.64천
|
+29
|
+2%
|
|
|
2011
|
First United Bank & Trust
Oakland,
Maryland
|
US$57.1만
|
+US$13.8만
|
+602
|
+56%
|
|
|
2012
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
US$57만
|
+US$4.51만
|
+197
|
+13%
|
|
|
2013
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
US$56.8만
|
+US$38.1만
|
+1,666
|
신규
|
|
|
2014
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
US$56.7만
|
+US$38.1만
|
+1,663
|
신규
|
|
|
2015
|
Personal CFO Solutions
Chester,
New Jersey
|
US$56.7만
|
+US$9.02만
|
+394
|
+31%
|
|
|
2016
|
WBI Investments
Red Bank,
New Jersey
|
US$56.5만
|
+US$37.9만
|
+1,656
|
신규
|
|
|
2017
|
Goldstein Advisors
Madison,
Wisconsin
|
US$56.4만
|
+US$37.9만
|
+1,654
|
신규
|
|
|
2018
|
One Capital Management
Westlake Village,
California
|
US$56만
|
–
|
–
|
–
|
|
|
2019
|
Legacy Financial Strategies
Overland Park,
Kansas
|
US$55.9만
|
-US$4.37만
|
-191
|
-10%
|
|
|
2020
|
Voya Financial Advisors
Windsor,
Connecticut
|
US$55.8만
|
-US$14.8만
|
-647
|
-28%
|
|
|
2021
|
|
US$55.7만
|
+US$1.08만
|
+47
|
+3%
|
|
|
2022
|
VisionPoint Advisory Group
Dallas,
Texas
|
US$55.6만
|
-US$5.61만
|
-245
|
-13%
|
|
|
2023
|
Sageworth Trust
Lancaster,
Pennsylvania
|
US$55.5만
|
-US$6.32만
|
-276
|
-15%
|
|
|
2024
|
Hall Capital Management
Barrington,
Rhode Island
|
US$55.5만
|
-US$1.01만
|
-44
|
-3%
|
|
|
2025
|
Legacy Wealth Advisors
Miami,
Florida
|
US$55.2만
|
+US$37.1만
|
+1,619
|
신규
|
|
