|
2001
|
Lodestone Wealth Management
Spokane,
Washington
|
US$23.5만
|
-US$10.9만
|
-1,486
|
-31%
|
|
|
2002
|
SHP Wealth Management
Plymouth,
Massachusetts
|
US$23.4만
|
-US$1.62만
|
-221
|
-6%
|
|
|
2003
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
US$23.4만
|
-US$3.09만
|
-422
|
-12%
|
|
|
2004
|
Acorn Financial Advisory Services
Reston,
Virginia
|
US$23.2만
|
+US$4.03천
|
+55
|
+2%
|
|
|
2005
|
Monte Financial Group
Guilford,
Connecticut
|
US$23.1만
|
–
|
–
|
–
|
|
|
2006
|
Traveka Wealth
Los Altos,
California
|
US$23.1만
|
-US$1.31만
|
-179
|
-5%
|
|
|
2007
|
McAdam LLC
Philadelphia,
Pennsylvania
|
US$23.1만
|
+US$1.88만
|
+257
|
+9%
|
|
|
2008
|
City National Bank of Florida
Miami,
Florida
|
US$23.1만
|
+US$23.4만
|
+3,195
|
신규
|
|
|
2009
|
Integrity Wealth Solutions
Denver,
Colorado
|
US$23만
|
-US$2.87만
|
-391
|
-11%
|
|
|
2010
|
Compass Financial Management
Tampa,
Florida
|
US$23만
|
+US$23.4만
|
+3,191
|
신규
|
|
|
2011
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
US$23만
|
-US$8.29천
|
-113
|
-3%
|
|
|
2012
|
Cambient Family Office
Ada,
Michigan
|
US$22.9만
|
+US$23.3만
|
+3,173
|
신규
|
|
|
2013
|
CenterStar Asset Management
Chicago,
Illinois
|
US$22.8만
|
+US$23.3만
|
+3,176
|
신규
|
|
|
2014
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
US$22.8만
|
–
|
–
|
–
|
|
|
2015
|
Eagle Bay Advisors
New York
|
US$22.8만
|
-US$5.45만
|
-743
|
-19%
|
|
|
2016
|
Carlson Financial
Canby,
Oregon
|
US$22.7만
|
-US$3.26만
|
-445
|
-12%
|
|
|
2017
|
BCGM Wealth Management
Lafayette,
Indiana
|
US$22.7만
|
+US$1.68만
|
+229
|
+8%
|
|
|
2018
|
Crown Wealth Group
Charlotte,
North Carolina
|
US$22.7만
|
-US$1.32천
|
-18
|
-0.6%
|
|
|
2019
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
US$22.7만
|
+US$3.74천
|
+51
|
+2%
|
|
|
2020
|
Power Wealth Management
Alpharetta,
Georgia
|
US$22.7만
|
-US$6.54만
|
-892
|
-22%
|
|
|
2021
|
|
US$22.7만
|
-US$7.85천
|
-107
|
-3%
|
|
|
2022
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
US$22.6만
|
-US$3.01천
|
-41
|
-1%
|
|
|
2023
|
Dudley Capital Management
Middleburg,
Virginia
|
US$22.6만
|
–
|
–
|
–
|
|
|
2024
|
|
US$22.6만
|
+US$22.9만
|
+3,126
|
신규
|
|
|
2025
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
US$22.5만
|
-US$1.56만
|
-213
|
-6%
|
|
