|
2001
|
WinCap Financial
Boston,
Massachusetts
|
US$38.2만
|
-US$1.15만
|
-50
|
-3%
|
|
|
2002
|
Trinity Financial Advisors
Columbus,
Ohio
|
US$38만
|
-US$3.19만
|
-139
|
-8%
|
|
|
2003
|
Vista Capital Partners
Portland,
Oregon
|
US$38만
|
-US$2.96만
|
-129
|
-7%
|
|
|
2004
|
ARS Investment Partners
New York
|
US$37.9만
|
–
|
–
|
–
|
|
|
2005
|
Costello Asset Management
Feasterville,
Pennsylvania
|
US$37.9만
|
-US$12.5만
|
-543
|
-25%
|
|
|
2006
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
US$37.9만
|
-US$6.43천
|
-28
|
-2%
|
|
|
2007
|
Prasad Wealth Partners
Independence,
Ohio
|
US$37.9만
|
-US$8.5만
|
-370
|
-19%
|
|
|
2008
|
Landaas & Company
Milwaukee,
Wisconsin
|
US$37.8만
|
–
|
–
|
–
|
|
|
2009
|
Bogart Wealth LLC
Mclean,
Virginia
|
US$37.7만
|
-US$25.6만
|
-1,117
|
-41%
|
|
|
2010
|
Golden Reserve Retirement
Dublin,
Ohio
|
US$37.6만
|
+US$36.5만
|
+1,589
|
신규
|
|
|
2011
|
Oakworth Capital
Birmingham,
Alabama
|
US$37.5만
|
–
|
–
|
–
|
|
|
2012
|
My Personal CFO LLC
Vancouver,
Washington
|
US$37.5만
|
+US$230
|
+1
|
+0.1%
|
|
|
2013
|
Williams & Novak
Westlake Village,
California
|
US$37.5만
|
–
|
–
|
–
|
|
|
2014
|
Commonwealth Financial Services
Vienna,
West Virginia
|
US$37.4만
|
+US$7.58천
|
+33
|
+2%
|
|
|
2015
|
Veridan Wealth
West Linn,
Oregon
|
US$37.4만
|
-US$5.49만
|
-239
|
-13%
|
|
|
2016
|
PCM Encore
Aspen,
Colorado
|
US$37.4만
|
-US$23.3만
|
-1,015
|
-39%
|
|
|
2017
|
Means Investment Company
Bangor,
Maine
|
US$37.3만
|
+US$918
|
+4
|
+0.3%
|
|
|
2018
|
Walker Financial Services
Bowling Green,
Kentucky
|
US$37.3만
|
+US$36.2만
|
+1,575
|
신규
|
|
|
2019
|
Clarus Group
Houston,
Texas
|
US$37.1만
|
-US$18.7만
|
-814
|
-34%
|
|
|
2020
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
US$37.1만
|
–
|
–
|
–
|
|
|
2021
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
US$37.1만
|
–
|
–
|
–
|
|
|
2022
|
Eaton-Cambridge
Phoenix,
Arizona
|
US$37.1만
|
-US$3.51만
|
-153
|
-9%
|
|
|
2023
|
Spinnaker Trust
Portland,
Maine
|
US$37만
|
-US$3.38만
|
-147
|
-9%
|
|
|
2024
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
US$37만
|
+US$20.8만
|
+907
|
+138%
|
|
|
2025
|
Sterling Investment Counsel
Buffalo,
New York
|
US$37만
|
-US$8.5만
|
-370
|
-19%
|
|
