|
2001
|
Morton Capital Management
Calabasas,
California
|
US$184만
|
-US$39.2만
|
-1,095
|
-18%
|
|
|
2002
|
AF Advisors
Sacramento,
California
|
US$184만
|
-US$1.11만
|
-31
|
-0.6%
|
|
|
2003
|
Graetz Wealth
Jenison,
Michigan
|
US$183만
|
+US$2.57만
|
+72
|
+1%
|
|
|
2004
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
US$183만
|
-US$10.2만
|
-285
|
-5%
|
|
|
2005
|
Revisor Wealth Management
Akron,
Ohio
|
US$183만
|
-US$5.94만
|
-166
|
-3%
|
|
|
2006
|
Conscious Wealth Investments
Coral Gables,
Florida
|
US$182만
|
–
|
–
|
–
|
|
|
2007
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
US$182만
|
-US$1.14만
|
-32
|
-0.6%
|
|
|
2008
|
Miller Capital Partners
Troy,
Michigan
|
US$182만
|
–
|
–
|
–
|
|
|
2009
|
Tannin Capital
Charlotte,
North Carolina
|
US$182만
|
-US$7.62만
|
-213
|
-4%
|
|
|
2010
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
US$181만
|
-US$3.86만
|
-108
|
-2%
|
|
|
2011
|
SimpliFi Inc
San Diego,
California
|
US$180만
|
-US$13만
|
-363
|
-7%
|
|
|
2012
|
Disciplined Investors
Waco,
Texas
|
US$179만
|
-US$8.69만
|
-243
|
-5%
|
|
|
2013
|
Allie Family Office
Miami,
Florida
|
US$178만
|
+US$172만
|
+4,823
|
신규
|
|
|
2014
|
Shira Ridge Wealth Management
Larkspur,
California
|
US$178만
|
+US$3.15만
|
+88
|
+2%
|
|
|
2015
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
US$178만
|
-US$2.57만
|
-72
|
-1%
|
|
|
2016
|
1 North Wealth Services
Annapolis,
Maryland
|
US$178만
|
–
|
–
|
–
|
|
|
2017
|
Wellington Group
Indianapolis,
Indiana
|
US$178만
|
+US$24.3만
|
+680
|
+16%
|
|
|
2018
|
Next Level Private
Harrison,
New York
|
US$177만
|
-US$6.72만
|
-188
|
-4%
|
|
|
2019
|
Creative Capital Management Investments
San Diego,
California
|
US$177만
|
-US$1.68만
|
-47
|
-1%
|
|
|
2020
|
BCK Partners
Corning,
New York
|
US$177만
|
-US$9.8만
|
-273
|
-5%
|
|
|
2021
|
IronBridge Private Wealth
Austin,
Texas
|
US$176만
|
-US$55만
|
-1,537
|
-24%
|
|
|
2022
|
Pacific Financial Group
Bellevue,
Washington
|
US$176만
|
+US$4.08만
|
+114
|
+2%
|
|
|
2023
|
Eaton Financial Holdings
Coral Springs,
Florida
|
US$175만
|
-US$126만
|
-3,520
|
-43%
|
|
|
2024
|
First Growth Capital
Pikesville,
Maryland
|
US$175만
|
–
|
–
|
–
|
|
|
2025
|
Abacus Wealth Partners
Santa Monica,
California
|
US$175만
|
+US$56.4만
|
+1,577
|
+50%
|
|
