|
2001
|
Center for Financial Planning
Southfied,
Michigan
|
US$8.24만
|
–
|
–
|
–
|
|
|
2002
|
|
US$8.22만
|
+US$7.93만
|
+2,499
|
신규
|
|
|
2003
|
WealthShield Partners
Cary,
North Carolina
|
US$8.01만
|
-US$203만
|
-63,963
|
-96%
|
|
|
2004
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
US$8.01만
|
+US$8.01만
|
+2,525
|
신규
|
|
|
2005
|
James T. Borello
East Dundee,
Illinois
|
US$8만
|
–
|
–
|
–
|
|
|
2006
|
Gill Capital Partners
Denver,
Colorado
|
US$7.9만
|
+US$4.06만
|
+1,279
|
+105%
|
|
|
2007
|
Founders Capital Management (Texas)
Houston,
Texas
|
US$7.61만
|
+US$1.9만
|
+600
|
+33%
|
|
|
2008
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
US$7.6만
|
–
|
–
|
–
|
|
|
2009
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
US$7.53만
|
–
|
–
|
–
|
|
|
2010
|
First Bancorp
Damariscotta,
Maine
|
US$7.53만
|
+US$7.53만
|
+2,375
|
신규
|
|
|
2011
|
True Wealth Design
Akron,
Ohio
|
US$7.5만
|
-US$32.2만
|
-10,146
|
-81%
|
|
|
2012
|
EFG International
Zurich,
|
US$7.13만
|
–
|
–
|
–
|
|
|
2013
|
Evermay Wealth Management
Arlington,
Virginia
|
US$7.13만
|
–
|
–
|
–
|
|
|
2014
|
Napier Financial
Braintree,
Massachusetts
|
US$6.77만
|
+US$2.01만
|
+634
|
+42%
|
|
|
2015
|
Covestor
London,
United Kingdom
|
US$6.7만
|
+US$5.39천
|
+170
|
+9%
|
|
|
2016
|
First Community Trust
Dubuque,
Iowa
|
US$6.65만
|
–
|
–
|
–
|
|
|
2017
|
Triumph Capital Management
Denver,
Colorado
|
US$6.61만
|
+US$4.79천
|
+151
|
+8%
|
|
|
2018
|
Nemes Rush Group
Novi,
Michigan
|
US$6.45만
|
+US$508
|
+16
|
+0.8%
|
|
|
2019
|
Roxbury Financial
Mount Arlington,
New Jersey
|
US$6.36만
|
+US$254
|
+8
|
+0.4%
|
|
|
2020
|
SBK Financial
Richmond,
Virginia
|
US$6.34만
|
+US$6.34만
|
+2,000
|
신규
|
|
|
2021
|
Pin Oak Investment Advisors
Houston,
Texas
|
US$6.1만
|
+US$571
|
+18
|
+0.9%
|
|
|
2022
|
Van Den Berg Management I
Austin,
Texas
|
US$6.02만
|
–
|
–
|
–
|
|
|
2023
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
US$5.83만
|
-US$6.12천
|
-193
|
-9%
|
|
|
2024
|
Addison Advisors
Middlebury,
Vermont
|
US$5.75만
|
+US$1.71만
|
+539
|
+42%
|
|
|
2025
|
Catherine Avery Investment Management
Longboat Key,
Florida
|
US$5.73만
|
+US$5.73만
|
+1,806
|
신규
|
|
