|
2001
|
Acima Private Wealth
Richmond,
Virginia
|
US$32.5만
|
–
|
–
|
–
|
|
|
2002
|
Auctus Advisors
Charlotte,
North Carolina
|
US$32.5만
|
–
|
–
|
–
|
|
|
2003
|
Powerhouse Assets
Lincoln,
Massachusetts
|
US$32.4만
|
+US$233
|
+3
|
+0.1%
|
|
|
2004
|
M Wealth Management LLC
San Diego,
California
|
US$32.4만
|
+US$1.08천
|
+14
|
+0.3%
|
|
|
2005
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
US$32.4만
|
+US$6.36만
|
+821
|
+26%
|
|
|
2006
|
Old Port Advisors
Portland,
Maine
|
US$32.3만
|
-US$3.88천
|
-50
|
-1%
|
|
|
2007
|
Glassman Wealth Services
Vienna,
Virginia
|
US$32.2만
|
+US$310
|
+4
|
+0.1%
|
|
|
2008
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
US$32.2만
|
–
|
–
|
–
|
|
|
2009
|
Cypress Point Wealth Management
Dallas,
Texas
|
US$32.2만
|
–
|
–
|
–
|
|
|
2010
|
Courage Miller Partners
Norfolk,
Virginia
|
US$32.2만
|
–
|
–
|
–
|
|
|
2011
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
US$32.1만
|
+US$30.7만
|
+3,962
|
신규
|
|
|
2012
|
Sankala Group
Lyons,
Colorado
|
US$32만
|
-US$3.54만
|
-456
|
-11%
|
|
|
2013
|
Clarendon Private
Boston,
Massachusetts
|
US$31.9만
|
+US$775
|
+10
|
+0.3%
|
|
|
2014
|
Tortoise Investment Management
White Plains,
New York
|
US$31.9만
|
+US$78
|
+1
|
+0%
|
|
|
2015
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
US$31.9만
|
–
|
–
|
–
|
|
|
2016
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
US$31.9만
|
+US$310
|
+4
|
+0.1%
|
|
|
2017
|
Solstein Capital
Menlo Park,
California
|
US$31.8만
|
+US$1.21만
|
+156
|
+4%
|
|
|
2018
|
Integris Wealth Management
Monterey,
California
|
US$31.8만
|
–
|
–
|
–
|
|
|
2019
|
Red Mountain Financial
Fort Collins,
Colorado
|
US$31.7만
|
+US$4.4만
|
+568
|
+17%
|
|
|
2020
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
US$31.6만
|
+US$30.4만
|
+3,924
|
신규
|
|
|
2021
|
Steinberganna Wealth Management
Huntington,
New York
|
US$31.6만
|
+US$6.44천
|
+83
|
+2%
|
|
|
2022
|
Southern Capital Advisors
Jackson,
Tennessee
|
US$31.6만
|
+US$1.04만
|
+134
|
+4%
|
|
|
2023
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
US$31.5만
|
+US$853
|
+11
|
+0.3%
|
|
|
2024
|
Ballast Financial Advisors
West Chester,
Pennsylvania
|
US$31.5만
|
+US$620
|
+8
|
+0.2%
|
|
|
2025
|
Koss-Olinger Consulting
Gainesville,
Florida
|
US$31.5만
|
-US$47.1만
|
-6,080
|
-61%
|
|
