|
2001
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
US$45.6만
|
-US$3.61천
|
-13
|
-0.8%
|
|
|
2002
|
Financial Solutions Advisory Group
Chicago,
Illinois
|
US$45.5만
|
–
|
–
|
–
|
|
|
2003
|
Finer Wealth Management
Salem,
Massachusetts
|
US$45.4만
|
-US$11.8만
|
-425
|
-22%
|
|
|
2004
|
FAI Advisors
Farmington Hills,
Michigan
|
US$45.4만
|
+US$2.22천
|
+8
|
+0.5%
|
|
|
2005
|
Flywheel Private Wealth
Los Altos,
California
|
US$45.4만
|
-US$2.36만
|
-85
|
-5%
|
|
|
2006
|
Manske Wealth Management
Houston,
Texas
|
US$45.3만
|
-US$8.3만
|
-299
|
-16%
|
|
|
2007
|
SYM Financial Corp
Winona Lake,
Indiana
|
US$45.2만
|
-US$6.46만
|
-233
|
-13%
|
|
|
2008
|
First Nebraska Trust
Lincoln,
Nebraska
|
US$45만
|
+US$832
|
+3
|
+0.2%
|
|
|
2009
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
US$45만
|
-US$2.11만
|
-76
|
-5%
|
|
|
2010
|
Winthrop Partners - WNY
Buffalo,
New York
|
US$44.9만
|
–
|
–
|
–
|
|
|
2011
|
CKW Financial Group
Honolulu,
Hawaii
|
US$44.9만
|
–
|
–
|
–
|
|
|
2012
|
Tompkins Financial
Ithaca,
New York
|
US$44.9만
|
-US$20.8만
|
-750
|
-33%
|
|
|
2013
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
US$44.8만
|
–
|
–
|
–
|
|
|
2014
|
Endowment Wealth Management
Appleton,
Wisconsin
|
US$44.8만
|
+US$41.7만
|
+1,503
|
신규
|
|
|
2015
|
Kimelman & Baird
New York
|
US$44.7만
|
–
|
–
|
–
|
|
|
2016
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
US$44.7만
|
–
|
–
|
–
|
|
|
2017
|
Westover Capital Advisors
Wilmington,
Delaware
|
US$44.7만
|
–
|
–
|
–
|
|
|
2018
|
Dickmeyer Boyce Financial Management
Fort Wayne,
Indiana
|
US$44.7만
|
+US$41.6만
|
+1,500
|
신규
|
|
|
2019
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
US$44.6만
|
-US$1.66만
|
-60
|
-4%
|
|
|
2020
|
Sunbeam Capital Management
Atlanta,
Georgia
|
US$44.4만
|
+US$2.03만
|
+73
|
+5%
|
|
|
2021
|
Titleist Asset Management
San Antonio,
Texas
|
US$44.4만
|
+US$12.2만
|
+439
|
+42%
|
|
|
2022
|
Planned Solutions
Folsom,
California
|
US$44.4만
|
+US$7.77천
|
+28
|
+2%
|
|
|
2023
|
Reflection Asset Management
Isle Of Palms,
South Carolina
|
US$44.2만
|
+US$1.78만
|
+64
|
+5%
|
|
|
2024
|
Carrera Capital Advisors
Troy,
Michigan
|
US$44.2만
|
-US$1.97만
|
-71
|
-5%
|
|
|
2025
|
Precedent Wealth Partners
Houston,
Texas
|
US$44.2만
|
+US$41.1만
|
+1,482
|
신규
|
|
