|
2001
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
US$202만
|
+US$15.1만
|
+1,219
|
+7%
|
|
|
2002
|
JSF Financial
Los Angeles,
California
|
US$202만
|
+US$5.26만
|
+424
|
+2%
|
|
|
2003
|
Rexford Capital
Bellaire,
Texas
|
US$202만
|
+US$2.86천
|
+23
|
+0.1%
|
|
|
2004
|
L.J. Altfest & Co
New York
|
US$202만
|
+US$2.98만
|
+240
|
+1%
|
|
|
2005
|
Miramontes Capital
Newport,
California
|
US$202만
|
+US$1.29만
|
+104
|
+0.6%
|
|
|
2006
|
Baker Ellis Asset Management
Vancouver,
Washington
|
US$201만
|
+US$9.9천
|
+80
|
+0.5%
|
|
|
2007
|
Arista Wealth Management
Las Vegas,
Nevada
|
US$201만
|
+US$15.7만
|
+1,261
|
+8%
|
|
|
2008
|
|
US$201만
|
+US$47만
|
+3,788
|
+26%
|
|
|
2009
|
Iams Wealth Management
Omaha,
Nebraska
|
US$201만
|
+US$33.5만
|
+2,702
|
+18%
|
|
|
2010
|
Fulcrum Wealth Advisors
Bellevue,
Washington
|
US$200만
|
+US$144만
|
+11,563
|
+191%
|
|
|
2011
|
Rice Partnership
Honolulu,
Hawaii
|
US$200만
|
–
|
–
|
–
|
|
|
2012
|
Silphium Asset Management
London,
United Kingdom
|
US$198만
|
+US$22.3만
|
+1,800
|
+11%
|
|
|
2013
|
Marino Stram & Associates
Braintree,
Massachusetts
|
US$198만
|
-US$6.95천
|
-56
|
-0.3%
|
|
|
2014
|
Klingman & Associates
New York
|
US$198만
|
+US$9.9만
|
+798
|
+5%
|
|
|
2015
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
US$197만
|
+US$2.42만
|
+195
|
+1%
|
|
|
2016
|
Brown Financial Advisors
Milford,
Ohio
|
US$197만
|
-US$6.8만
|
-548
|
-3%
|
|
|
2017
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
US$197만
|
+US$28.5만
|
+2,295
|
+15%
|
|
|
2018
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
US$197만
|
-US$58.4만
|
-4,702
|
-21%
|
|
|
2019
|
Wealthspan Partners
Davenport,
Iowa
|
US$196만
|
-US$1.85만
|
-149
|
-0.9%
|
|
|
2020
|
FCG Investment Company
Germantown,
Tennessee
|
US$196만
|
-US$84.2만
|
-6,786
|
-28%
|
|
|
2021
|
Waterfront Wealth
Overland Park,
Kansas
|
US$196만
|
+US$13.8만
|
+1,108
|
+7%
|
|
|
2022
|
Annex Advisory Services
Brookfield,
Wisconsin
|
US$196만
|
-US$3.03만
|
-244
|
-1%
|
|
|
2023
|
Patton Fund Management
Dallas,
Texas
|
US$196만
|
-US$108만
|
-8,681
|
-33%
|
|
|
2024
|
Inlet Private Wealth
Jupiter,
Florida
|
US$196만
|
–
|
–
|
–
|
|
|
2025
|
Connecticut Wealth Management
Farmington,
Connecticut
|
US$196만
|
-US$5.84천
|
-47
|
-0.3%
|
|
