|
2001
|
Spirepoint Private Client
Vero Beach,
Florida
|
US$47.2만
|
-US$1.31만
|
-50
|
-3%
|
|
|
2002
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
US$47.1만
|
-US$18만
|
-687
|
-28%
|
|
|
2003
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
US$47.1만
|
+US$45.4만
|
+1,730
|
신규
|
|
|
2004
|
Fairview Capital Investment Management
Greenbrae,
California
|
US$47만
|
-US$7.22만
|
-275
|
-14%
|
|
|
2005
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
US$46.9만
|
+US$3.81만
|
+145
|
+9%
|
|
|
2006
|
Partners Capital Investment Group
Boston,
Massachusetts
|
US$46.8만
|
+US$45.2만
|
+1,722
|
신규
|
|
|
2007
|
Nicholson Wealth Management Group
Charlestown,
South Carolina
|
US$46.7만
|
+US$5.25만
|
+200
|
+13%
|
|
|
2008
|
R2 Capital Strategies
Lincoln,
Nebraska
|
US$46.7만
|
+US$45.1만
|
+1,716
|
신규
|
|
|
2009
|
GAM Holding
Zurich,
Switzerland
|
US$46.6만
|
+US$18만
|
+686
|
+67%
|
|
|
2010
|
Encompass Wealth Advisors
Portland,
Oregon
|
US$46.5만
|
–
|
–
|
–
|
|
|
2011
|
Balentine LLC
Atlanta,
Georgia
|
US$46.5만
|
+US$13.8만
|
+527
|
+45%
|
|
|
2012
|
Atlas Legacy Advisors
Los Angeles,
California
|
US$46.4만
|
+US$5.72만
|
+218
|
+14%
|
|
|
2013
|
Integrity Financial
Cheyenne,
Wyoming
|
US$46.4만
|
+US$3.94천
|
+15
|
+0.9%
|
|
|
2014
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
US$46.4만
|
+US$9.19천
|
+35
|
+2%
|
|
|
2015
|
Ausdal Financial Partners
Davenport,
Iowa
|
US$46.3만
|
+US$5.02만
|
+191
|
+13%
|
|
|
2016
|
Avalon Trust
Santa Fe,
New Mexico
|
US$46.2만
|
-US$9.19만
|
-350
|
-17%
|
|
|
2017
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
US$46.2만
|
–
|
–
|
–
|
|
|
2018
|
Financial Management Network
Mission Viejo,
California
|
US$46.2만
|
-US$6.64만
|
-253
|
-14%
|
|
|
2019
|
Edgestream Partners
Princeton,
New Jersey
|
US$46만
|
-US$397만
|
-15,129
|
-90%
|
|
|
2020
|
GeoWealth Management
Chicago,
Illinois
|
US$45.9만
|
+US$3.91만
|
+149
|
+10%
|
|
|
2021
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
US$45.9만
|
–
|
–
|
–
|
|
|
2022
|
JB Capital
Wethersfield,
Connecticut
|
US$45.8만
|
+US$5.78천
|
+22
|
+1%
|
|
|
2023
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
US$45.8만
|
+US$263
|
+1
|
+0.1%
|
|
|
2024
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
US$45.7만
|
-US$60.3만
|
-2,298
|
-58%
|
|
|
2025
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
US$45.7만
|
+US$6.04천
|
+23
|
+1%
|
|
