|
2001
|
Fortis Capital Management
Bellevue,
Washington
|
US$53.2만
|
+US$1.88천
|
+9
|
+0.4%
|
|
|
2002
|
Cottage Street Advisors
Marion,
Massachusetts
|
US$53.2만
|
-US$2.17만
|
-104
|
-4%
|
|
|
2003
|
Synergy Asset Management
Vancouver,
Washington
|
US$53.1만
|
-US$31.3만
|
-1,499
|
-38%
|
|
|
2004
|
Sterling Investment Counsel
Buffalo,
New York
|
US$53.1만
|
+US$1.36만
|
+65
|
+3%
|
|
|
2005
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
US$53.1만
|
+US$10.4만
|
+500
|
+26%
|
|
|
2006
|
Safeguard Investment Advisory Group
Corona,
California
|
US$53만
|
+US$4.3만
|
+206
|
+9%
|
|
|
2007
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
US$53만
|
-US$5.85천
|
-28
|
-1%
|
|
|
2008
|
Searle & Co
Greenwich,
Connecticut
|
US$53만
|
+US$25.4만
|
+1,216
|
+100%
|
|
|
2009
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
US$53만
|
+US$22.2만
|
+1,062
|
+77%
|
|
|
2010
|
FWL Investment Management
Dallas,
Texas
|
US$52.5만
|
+US$1.19만
|
+57
|
+2%
|
|
|
2011
|
Bailard
Foster City,
California
|
US$52.4만
|
–
|
–
|
–
|
|
|
2012
|
Oakworth Capital
Birmingham,
Alabama
|
US$52.3만
|
-US$8.56천
|
-41
|
-2%
|
|
|
2013
|
Platt Wealth Management
San Diego,
California
|
US$52.3만
|
–
|
–
|
–
|
|
|
2014
|
Verus Financial Partners
Richmond,
Virginia
|
US$52.2만
|
+US$209
|
+1
|
+0%
|
|
|
2015
|
FSM Wealth Advisors
Cleveland,
Ohio
|
US$52.1만
|
+US$209
|
+1
|
+0%
|
|
|
2016
|
Patten & Patten
Chattanooga,
Tennessee
|
US$52.1만
|
+US$3.86만
|
+185
|
+8%
|
|
|
2017
|
White Wing Wealth Management
The Wodlands,
Texas
|
US$52만
|
-US$3.55천
|
-17
|
-0.7%
|
|
|
2018
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
US$51.8만
|
+US$49.6만
|
+2,375
|
신규
|
|
|
2019
|
Prudent Investors Network
Lake Forest,
California
|
US$51.6만
|
-US$1.04만
|
-50
|
-2%
|
|
|
2020
|
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
|
US$51.6만
|
+US$10.8만
|
+515
|
+28%
|
|
|
2021
|
Cane Capital Partners
Saint Francisville,
Louisiana
|
US$51.4만
|
+US$2.32만
|
+111
|
+5%
|
|
|
2022
|
Resolute Wealth Advisor
Findlay,
Ohio
|
US$51.3만
|
–
|
–
|
–
|
|
|
2023
|
Cornerstone Financial Group
Omaha,
Nebraska
|
US$51.2만
|
+US$1.46천
|
+7
|
+0.3%
|
|
|
2024
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
US$51.2만
|
+US$1.71만
|
+82
|
+4%
|
|
|
2025
|
Sterling Wealth Management
Champaign,
Illinois
|
US$51.2만
|
+US$1.15만
|
+55
|
+2%
|
|
