|
2001
|
Whipplewood Advisors
Littleton,
Colorado
|
US$4.19천
|
-US$8.28천
|
-37
|
-69%
|
|
|
2002
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
US$4천
|
–
|
–
|
–
|
|
|
2003
|
Elevated Capital Advisors
Sandy,
Utah
|
US$3.94천
|
–
|
–
|
–
|
|
|
2004
|
WestEnd Advisors
Charlotte,
North Carolina
|
US$3.69천
|
+US$448
|
+2
|
+15%
|
|
|
2005
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
US$3.5천
|
-US$35만
|
-1,561
|
-10%
|
|
|
2006
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
US$3.48천
|
+US$3.14천
|
+14
|
신규
|
|
|
2007
|
Granite FO LLC
Bedford,
New Hampshire
|
US$3.45천
|
–
|
–
|
–
|
|
|
2008
|
MTM Investment Management
Spartanburg,
South Carolina
|
US$3.45천
|
–
|
–
|
–
|
|
|
2009
|
CKW Financial Group
Honolulu,
Hawaii
|
US$3천
|
+US$2.69천
|
+12
|
신규
|
|
|
2010
|
GoalVest Advisory
New York
|
US$2.96천
|
+US$2.69천
|
+12
|
신규
|
|
|
2011
|
FWL Investment Management
Dallas,
Texas
|
US$2.71천
|
+US$2.46천
|
+11
|
신규
|
|
|
2012
|
Fiduciary Advisors Inc
St. Louis,
Missouri
|
US$2.46천
|
+US$2.24천
|
+10
|
신규
|
|
|
2013
|
Purpose Unlimited Inc
Toronto,
|
US$2.46천
|
-US$1.57천
|
-7
|
-41%
|
|
|
2014
|
DecisionPoint Financial
Mesa,
Arizona
|
US$2.26천
|
+US$896
|
+4
|
+80%
|
|
|
2015
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
US$2.22천
|
+US$2.02천
|
+9
|
신규
|
|
|
2016
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
US$2.12천
|
–
|
–
|
–
|
|
|
2017
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$2.1천
|
+US$2.02천
|
+9
|
신규
|
|
|
2018
|
Advocate Investing Services
Woodbine,
Maryland
|
US$1.97천
|
–
|
–
|
–
|
|
|
2019
|
PayPay Securities
Tokyo,
Japan
|
US$1.97천
|
–
|
–
|
–
|
|
|
2020
|
Kings Path Partners
Sugar Land,
Texas
|
US$1.97천
|
+US$1.79천
|
+8
|
신규
|
|
|
2021
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
US$1.72천
|
–
|
–
|
–
|
|
|
2022
|
Financial Network Wealth Advisors
Murray,
Utah
|
US$1.72천
|
+US$448
|
+2
|
+40%
|
|
|
2023
|
Torren Management
San Diego,
California
|
US$1.3천
|
–
|
–
|
–
|
|
|
2024
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
US$1.24천
|
+US$1.12천
|
+5
|
신규
|
|
|
2025
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
US$1.23천
|
–
|
–
|
–
|
|
