|
2001
|
JB Capital
Wethersfield,
Connecticut
|
US$294만
|
+US$2.67천
|
+4
|
+0.1%
|
|
|
2002
|
FSM Wealth Advisors
Cleveland,
Ohio
|
US$293만
|
+US$2천
|
+3
|
+0.1%
|
|
|
2003
|
Glaxis Capital Management
Sarasota,
Florida
|
US$293만
|
–
|
–
|
–
|
|
|
2004
|
Culbertson A N & Co
Charlottesville,
Virginia
|
US$292만
|
-US$18.1만
|
-271
|
-6%
|
|
|
2005
|
Versant Capital Management
Phoenix,
Arizona
|
US$292만
|
+US$135만
|
+2,032
|
+92%
|
|
|
2006
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
US$291만
|
+US$14.9만
|
+224
|
+6%
|
|
|
2007
|
Uniting Wealth Partners
Mission,
Kansas
|
US$291만
|
+US$3.07만
|
+46
|
+1%
|
|
|
2008
|
Falcon Wealth Planning
Ontario,
California
|
US$290만
|
-US$4.8만
|
-72
|
-2%
|
|
|
2009
|
InTrack Investment Management
South Burlington,
Vermont
|
US$290만
|
-US$38.3만
|
-575
|
-12%
|
|
|
2010
|
Cannon Financial Strategists
Athens,
Georgia
|
US$290만
|
+US$6.67천
|
+10
|
+0.2%
|
|
|
2011
|
Gibson Capital
Wexford,
Pennsylvania
|
US$289만
|
-US$19만
|
-285
|
-6%
|
|
|
2012
|
Drive Wealth Management
Lehi,
Utah
|
US$288만
|
+US$24.1만
|
+362
|
+9%
|
|
|
2013
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
US$288만
|
-US$3.73만
|
-56
|
-1%
|
|
|
2014
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
US$288만
|
+US$279만
|
+4,186
|
신규
|
|
|
2015
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
US$287만
|
-US$6.93만
|
-104
|
-2%
|
|
|
2016
|
L & S Advisors
Los Angeles,
California
|
US$287만
|
-US$14만
|
-210
|
-5%
|
|
|
2017
|
Gallacher Capital Management
Lone Tree,
Colorado
|
US$287만
|
-US$27.5만
|
-413
|
-9%
|
|
|
2018
|
Henson-Edgewater Management
Avon,
Ohio
|
US$286만
|
+US$37.2만
|
+558
|
+16%
|
|
|
2019
|
Capital Advantage
Walnut Creek,
California
|
US$286만
|
+US$3.33천
|
+5
|
+0.1%
|
|
|
2020
|
Seven Bridges Advisors
New York
|
US$286만
|
+US$277만
|
+4,157
|
신규
|
|
|
2021
|
Corundum Group
Colorado Springs,
Colorado
|
US$285만
|
+US$13.9만
|
+208
|
+5%
|
|
|
2022
|
Rebalance
Palo Alto,
California
|
US$285만
|
-US$8.87만
|
-133
|
-3%
|
|
|
2023
|
Inscription Capital
Houston,
Texas
|
US$285만
|
+US$13.9만
|
+209
|
+5%
|
|
|
2024
|
Optima Capital
Beaverton,
Oregon
|
US$284만
|
-US$17만
|
-255
|
-6%
|
|
|
2025
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
US$284만
|
+US$1.2만
|
+18
|
+0.4%
|
|
