|
2001
|
Duncker Streett & Co
St. Louis,
Missouri
|
US$479만
|
+US$34.9만
|
+482
|
+8%
|
|
|
2002
|
Insight Wealth Strategies
San Ramon,
California
|
US$478만
|
-US$24.6만
|
-339
|
-5%
|
|
|
2003
|
Argos Wealth Advisors
Sacramento,
California
|
US$477만
|
+US$77.2만
|
+1,065
|
+20%
|
|
|
2004
|
Midland Wealth Advisors
Effingham,
Illinois
|
US$475만
|
-US$3.34만
|
-46
|
-0.7%
|
|
|
2005
|
Prism Advisors
Studio City,
California
|
US$475만
|
-US$7.69만
|
-106
|
-2%
|
|
|
2006
|
Essex LLC
Deer Park,
Illinois
|
US$474만
|
-US$2.9천
|
-4
|
-0.1%
|
|
|
2007
|
Castleview Partners
Dallas,
Texas
|
US$474만
|
-US$1.67만
|
-23
|
-0.4%
|
|
|
2008
|
Evensky & Katz
Coral Gables,
Florida
|
US$474만
|
+US$74.9만
|
+1,033
|
+19%
|
|
|
2009
|
Horizon Wealth Management
La Grange,
Illinois
|
US$474만
|
+US$7.61만
|
+105
|
+2%
|
|
|
2010
|
Schear Investment Advisers
Cincinnati,
Ohio
|
US$474만
|
-US$353만
|
-4,869
|
-43%
|
|
|
2011
|
Consolidated Planning Corp
Atlanta,
Georgia
|
US$473만
|
-US$16.6만
|
-229
|
-3%
|
|
|
2012
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
US$473만
|
-US$8.7천
|
-12
|
-0.2%
|
|
|
2013
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
US$472만
|
-US$3.41만
|
-47
|
-0.7%
|
|
|
2014
|
North Star Asset Management
Neenah,
Wisconsin
|
US$470만
|
-US$10만
|
-138
|
-2%
|
|
|
2015
|
|
US$470만
|
-US$36만
|
-497
|
-7%
|
|
|
2016
|
Investment House LLC
Redondo Beach,
California
|
US$470만
|
+US$456만
|
+6,292
|
신규
|
|
|
2017
|
Tillman Hartley LLC
Denver,
Colorado
|
US$468만
|
–
|
–
|
–
|
|
|
2018
|
Cooksen Wealth
The Woodlands,
Texas
|
US$467만
|
+US$136만
|
+1,876
|
+43%
|
|
|
2019
|
Liberty Wealth Management
Oakland,
California
|
US$467만
|
–
|
–
|
–
|
|
|
2020
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
US$467만
|
+US$193만
|
+2,658
|
+74%
|
|
|
2021
|
Councilmark Asset Management
Knoxville,
Tennessee
|
US$466만
|
–
|
–
|
–
|
|
|
2022
|
EWA LLC
Pittsbugh,
Pennsylvania
|
US$466만
|
+US$1.88만
|
+26
|
+0.4%
|
|
|
2023
|
SC&H Financial Advisors
Sparks,
Maryland
|
US$465만
|
+US$2.76만
|
+38
|
+0.6%
|
|
|
2024
|
Rebalance
Palo Alto,
California
|
US$465만
|
-US$96.5만
|
-1,331
|
-18%
|
|
|
2025
|
Elevation Wealth Partners
Santa Rosa,
California
|
US$464만
|
-US$1.09만
|
-15
|
-0.2%
|
|
