|
2001
|
Evernest Financial Advisors
Carmel,
Indiana
|
US$90.1만
|
+US$1.32만
|
+190
|
+2%
|
|
|
2002
|
Round Rock Advisors
Wilton,
Connecticut
|
US$90만
|
+US$1.41만
|
+203
|
+2%
|
|
|
2003
|
BetterWealth
San Jose,
California
|
US$89.6만
|
–
|
–
|
–
|
|
|
2004
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
US$89.6만
|
+US$7.31만
|
+1,050
|
+9%
|
|
|
2005
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
US$89.5만
|
-US$1.46만
|
-210
|
-2%
|
|
|
2006
|
Fortress Financial Group
Rochester,
Minnesota
|
US$89.5만
|
-US$6.43만
|
-923
|
-7%
|
|
|
2007
|
Laffer Tengler Investments
Nashville,
Tennessee
|
US$89.5만
|
+US$2.92만
|
+419
|
+3%
|
|
|
2008
|
ViaWealth
Leawood,
Kansas
|
US$89.5만
|
-US$1.88천
|
-27
|
-0.2%
|
|
|
2009
|
Arkos Global Advisors
Houston,
Texas
|
US$89.1만
|
+US$1.53천
|
+22
|
+0.2%
|
|
|
2010
|
Peak Wealth Management
Nashua,
New Hampshire
|
US$88.7만
|
-US$5.48만
|
-787
|
-6%
|
|
|
2011
|
Fayez Sarofim & Co
Houston,
Texas
|
US$88.7만
|
–
|
–
|
–
|
|
|
2012
|
Grandfield & Dodd
New York
|
US$88.5만
|
+US$6.83만
|
+981
|
+9%
|
|
|
2013
|
Potomac Fund Management
Miami,
Florida
|
US$88.4만
|
-US$6.48천
|
-93
|
-0.7%
|
|
|
2014
|
Madison Wealth Partners
Madison,
Wisconsin
|
US$88.1만
|
+US$61.2만
|
+8,787
|
+246%
|
|
|
2015
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
US$87.9만
|
-US$1.75만
|
-251
|
-2%
|
|
|
2016
|
Pearl Planning
Dexter,
Michigan
|
US$87.8만
|
+US$1.76만
|
+252
|
+2%
|
|
|
2017
|
Petix & Botte Financial
La Mesa,
California
|
US$87.4만
|
+US$41.6만
|
+5,978
|
+95%
|
|
|
2018
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
US$87.2만
|
+US$10.3만
|
+1,483
|
+14%
|
|
|
2019
|
GK Wealth Management
Reno,
Nevada
|
US$87.1만
|
-US$897만
|
-128,795
|
-91%
|
|
|
2020
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
US$86.8만
|
-US$5.02천
|
-72
|
-0.6%
|
|
|
2021
|
|
US$86만
|
-US$2.1만
|
-301
|
-2%
|
|
|
2022
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
US$85.8만
|
+US$1.16만
|
+166
|
+1%
|
|
|
2023
|
LRI Investments
Palm Beach Gardens,
Florida
|
US$85.8만
|
–
|
–
|
–
|
|
|
2024
|
DecisionPoint Financial
Mesa,
Arizona
|
US$85.8만
|
-US$1.16만
|
-166
|
-1%
|
|
|
2025
|
Virtue Asset Management
Barrington,
Illinois
|
US$85.7만
|
-US$5.22천
|
-75
|
-0.6%
|
|
