|
2001
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
US$38.5만
|
+US$2.89만
|
+183
|
+8%
|
|
|
2002
|
HCR Wealth Advisors
Los Angeles,
California
|
US$38.5만
|
-US$7.12천
|
-45
|
-2%
|
|
|
2003
|
Alchemi Wealth
Essex,
Connecticut
|
US$38.3만
|
+US$158
|
+1
|
+0%
|
|
|
2004
|
Main Street Research
Lakeville,
Connecticut
|
US$38.2만
|
+US$9.6만
|
+605
|
+32%
|
|
|
2005
|
Pacific Point Advisors
Rancho Santa Fe,
California
|
US$38.1만
|
+US$1.17만
|
+74
|
+3%
|
|
|
2006
|
Advisornet Financial
Minnetonka,
Minnesota
|
US$38.1만
|
+US$1.17만
|
+74
|
+3%
|
|
|
2007
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
US$38.1만
|
-US$2.72만
|
-172
|
-6%
|
|
|
2008
|
Burkett Asset Management
Victoria,
|
US$38만
|
-US$1.74만
|
-110
|
-4%
|
|
|
2009
|
Wealthquest
Cincinnati,
Ohio
|
US$37.9만
|
+US$1.57만
|
+99
|
+4%
|
|
|
2010
|
Cooke & Bieler
Philadelphia,
Pennsylvania
|
US$37.9만
|
–
|
–
|
–
|
|
|
2011
|
Hoese & Co
Glencoe,
Minnesota
|
US$37.9만
|
–
|
–
|
–
|
|
|
2012
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
US$37.8만
|
+US$16.3만
|
+1,030
|
+70%
|
|
|
2013
|
Enclave Advisors
Austin,
Texas
|
US$37.8만
|
-US$791
|
-5
|
-0.2%
|
|
|
2014
|
Montis Financial
Waltham,
Massachusetts
|
US$37.6만
|
+US$7.43천
|
+47
|
+2%
|
|
|
2015
|
Orion Capital Management
Coronado,
California
|
US$37.6만
|
-US$791
|
-5
|
-0.2%
|
|
|
2016
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
US$37.5만
|
+US$2.72만
|
+172
|
+7%
|
|
|
2017
|
Broadway Wealth Solutions
San Antonio,
Texas
|
US$37.4만
|
+US$7.27천
|
+46
|
+2%
|
|
|
2018
|
Ifrah Financial Services
Little Rock,
Arkansas
|
US$37.4만
|
+US$2.12만
|
+134
|
+6%
|
|
|
2019
|
Reflection Asset Management
Isle Of Palms,
South Carolina
|
US$37.4만
|
+US$5.06천
|
+32
|
+1%
|
|
|
2020
|
Emergent Wealth Advisors
Williamsville,
New York
|
US$37.4만
|
+US$27.7만
|
+1,750
|
신규
|
|
|
2021
|
Generation Capital Management
Pittsford,
New York
|
US$37.4만
|
–
|
–
|
–
|
|
|
2022
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
US$37.4만
|
–
|
–
|
–
|
|
|
2023
|
OneAscent Family Office
Birmingham,
Alabama
|
US$37.3만
|
+US$8.25만
|
+522
|
+27%
|
|
|
2024
|
D'Orazio & Associates
Falls Church,
Virginia
|
US$37.2만
|
-US$1.87만
|
-118
|
-5%
|
|
|
2025
|
Endowment Wealth Management
Appleton,
Wisconsin
|
US$37.2만
|
-US$7.12천
|
-45
|
-2%
|
|
