|
2001
|
HighMark Wealth Management
St. Paul,
Minnesota
|
US$1.95만
|
+US$6.24천
|
+60
|
+50%
|
|
|
2002
|
West Branch Capital
Amherst,
Massachusetts
|
US$1.94만
|
–
|
–
|
–
|
|
|
2003
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
US$1.93만
|
+US$104
|
+1
|
+0.6%
|
|
|
2004
|
Fedenia Advisers
Madison,
Wisconsin
|
US$1.9만
|
+US$1.84만
|
+177
|
신규
|
|
|
2005
|
Frazier Financial Advisors
Columbus,
Ohio
|
US$1.89만
|
-US$312
|
-3
|
-2%
|
|
|
2006
|
Prosperity Bancshares
Houston,
Texas
|
US$1.78만
|
-US$5.19만
|
-499
|
-75%
|
|
|
2007
|
Abound Wealth Management
Franklin,
Tennessee
|
US$1.78만
|
-US$2.15만
|
-207
|
-56%
|
|
|
2008
|
Adkins Seale Capital Management
Shreveport,
Louisiana
|
US$1.76만
|
–
|
–
|
–
|
|
|
2009
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
US$1.76만
|
+US$1.46천
|
+14
|
+9%
|
|
|
2010
|
|
US$1.73만
|
+US$520
|
+5
|
+3%
|
|
|
2011
|
TD Capital Management
Memphis,
Tennessee
|
US$1.72만
|
+US$208
|
+2
|
+1%
|
|
|
2012
|
Crewe Advisors
Salt Lake City,
Utah
|
US$1.68만
|
+US$9.25천
|
+89
|
+133%
|
|
|
2013
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
US$1.68만
|
+US$1.43만
|
+138
|
+767%
|
|
|
2014
|
Abound Financial
Granite Bay,
California
|
US$1.66만
|
–
|
–
|
–
|
|
|
2015
|
CrossGen Wealth
Greenville,
North Carolina
|
US$1.65만
|
+US$312
|
+3
|
+2%
|
|
|
2016
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
US$1.62만
|
+US$728
|
+7
|
+5%
|
|
|
2017
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
US$1.58만
|
-US$1.87만
|
-180
|
-55%
|
|
|
2018
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
US$1.58만
|
+US$1.25천
|
+12
|
+9%
|
|
|
2019
|
J. Safra Asset Management
New York
|
US$1.55만
|
–
|
–
|
–
|
|
|
2020
|
Hughes Financial Services
Herndon,
Virginia
|
US$1.52만
|
+US$6.24천
|
+60
|
+74%
|
|
|
2021
|
BFSG LLC
Irvine,
California
|
US$1.5만
|
-US$2.08천
|
-20
|
-13%
|
|
|
2022
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
US$1.49만
|
+US$1.04만
|
+100
|
+256%
|
|
|
2023
|
Sunrise Financial Services
Burien,
Washington
|
US$1.47만
|
–
|
–
|
–
|
|
|
2024
|
WealthCollab
Bellevue,
Washington
|
US$1.45만
|
+US$104
|
+1
|
+0.7%
|
|
|
2025
|
Avalon Trust
Santa Fe,
New Mexico
|
US$1.44만
|
–
|
–
|
–
|
|
