|
2001
|
Petros Family Wealth
Bloomington,
Minnesota
|
US$20.1만
|
+US$18.4만
|
+1,682
|
신규
|
|
|
2002
|
Synergy Asset Management
Vancouver,
Washington
|
US$20.1만
|
+US$18.4만
|
+1,681
|
신규
|
|
|
2003
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
US$20.1만
|
+US$18.4만
|
+1,680
|
신규
|
|
|
2004
|
Seneca House Advisors
Richmond,
Virginia
|
US$20.1만
|
+US$18.4만
|
+1,680
|
신규
|
|
|
2005
|
DecisionPoint Financial
Mesa,
Arizona
|
US$19.9만
|
–
|
–
|
–
|
|
|
2006
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
US$19.8만
|
–
|
–
|
–
|
|
|
2007
|
Westfuller Advisors
New York
|
US$19.6만
|
-US$13.6만
|
-1,242
|
-43%
|
|
|
2008
|
Thompson Investment Management
Madison,
Wisconsin
|
US$19.5만
|
+US$438
|
+4
|
+0.2%
|
|
|
2009
|
S.A. Mason
Holland,
Michigan
|
US$19.3만
|
+US$1.3만
|
+119
|
+8%
|
|
|
2010
|
Solstein Capital
Menlo Park,
California
|
US$19.1만
|
–
|
–
|
–
|
|
|
2011
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
US$19만
|
+US$17.4만
|
+1,592
|
신규
|
|
|
2012
|
Lodestone Wealth Management
Spokane,
Washington
|
US$19만
|
+US$3.11만
|
+284
|
+22%
|
|
|
2013
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
US$18.9만
|
–
|
–
|
–
|
|
|
2014
|
Tower Trust & Investment Company
Davenport,
Iowa
|
US$18.4만
|
–
|
–
|
–
|
|
|
2015
|
Byrne Asset Management
Kingston,
New Jersey
|
US$17.4만
|
+US$7.07만
|
+646
|
+80%
|
|
|
2016
|
Buck Wealth Strategies
Denver,
Colorado
|
US$17.2만
|
+US$15.8만
|
+1,443
|
신규
|
|
|
2017
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
US$17.1만
|
-US$18.8만
|
-1,715
|
-88%
|
|
|
2018
|
Millstone Evans Group
Boulder,
Colorado
|
US$17만
|
–
|
–
|
–
|
|
|
2019
|
Register Financial Advisors
Atlanta,
Georgia
|
US$15.9만
|
+US$14.5만
|
+1,328
|
신규
|
|
|
2020
|
Greykasell Wealth Strategies
Danville,
California
|
US$15.8만
|
-US$1.93만
|
-176
|
-12%
|
|
|
2021
|
Sherman Asset Management
Ventura,
California
|
US$15.4만
|
–
|
–
|
–
|
|
|
2022
|
Roxbury Financial
Mount Arlington,
New Jersey
|
US$15.3만
|
+US$109
|
+1
|
+0.1%
|
|
|
2023
|
Copia Wealth Management
Bend,
Oregon
|
US$15.2만
|
–
|
–
|
–
|
|
|
2024
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
US$15.1만
|
-US$1.48만
|
-135
|
-10%
|
|
|
2025
|
GGM Financials
Columbus,
Ohio
|
US$15만
|
+US$6.93만
|
+633
|
+101%
|
|
