|
2001
|
Orion Capital Management
Coronado,
California
|
US$7.38천
|
+US$7.95천
|
+139
|
신규
|
|
|
2002
|
Kilter Group
Rhinebeck,
New York
|
US$7.33천
|
–
|
–
|
–
|
|
|
2003
|
Arlington Trust
Birmingham,
Alabama
|
US$7.22천
|
+US$7.78천
|
+136
|
신규
|
|
|
2004
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
US$7.21천
|
+US$7.78천
|
+136
|
신규
|
|
|
2005
|
Bank & Trust Company
Litchfield,
Illinois
|
US$7.12천
|
–
|
–
|
–
|
|
|
2006
|
Vision Retirement
Ridgewood,
New Jersey
|
US$7.01천
|
-US$3.03천
|
-53
|
-29%
|
|
|
2007
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
US$6.9천
|
–
|
–
|
–
|
|
|
2008
|
Aspect Partners
Fairfax,
Virginia
|
US$6.7천
|
+US$1.37천
|
+24
|
+24%
|
|
|
2009
|
Fairway Wealth
Independence,
Ohio
|
US$6.37천
|
+US$6.86천
|
+120
|
신규
|
|
|
2010
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
US$6.16천
|
–
|
–
|
–
|
|
|
2011
|
Go Invest LLC
West Jordan,
Utah
|
US$6.12천
|
+US$2.4천
|
+42
|
+58%
|
|
|
2012
|
GHP Investment Advisors
Denver,
Colorado
|
US$5.84천
|
–
|
–
|
–
|
|
|
2013
|
First Pacific Financial
Vancouver,
Washington
|
US$5.68천
|
+US$5.55천
|
+97
|
+970%
|
|
|
2014
|
American Capital Advisory
Ketchum,
Idaho
|
US$5.63천
|
–
|
–
|
–
|
|
|
2015
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
US$5.31천
|
-US$6.4만
|
-1,120
|
-92%
|
|
|
2016
|
Abound Financial
Granite Bay,
California
|
US$5.1천
|
–
|
–
|
–
|
|
|
2017
|
Swan Capital
Pensacola,
Florida
|
US$5.1천
|
–
|
–
|
–
|
|
|
2018
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$4.81천
|
-US$128만
|
-22,397
|
-100%
|
|
|
2019
|
|
US$4.74천
|
+US$2.06천
|
+36
|
+68%
|
|
|
2020
|
Mosley Wealth Management
Anaheim,
California
|
US$4.53천
|
+US$4.86천
|
+85
|
신규
|
|
|
2021
|
Financial Management Professionals
Austin,
Texas
|
US$4.46천
|
–
|
–
|
–
|
|
|
2022
|
Miller Global Investments
Dallas,
Texas
|
US$4.41천
|
+US$4.75천
|
+83
|
신규
|
|
|
2023
|
Ankerstar Wealth
Leander,
Texas
|
US$3.72천
|
–
|
–
|
–
|
|
|
2024
|
Bogart Wealth LLC
Mclean,
Virginia
|
US$3.64천
|
+US$57
|
+1
|
+1%
|
|
|
2025
|
Kozak & Associates
Highlands Ranch,
Colorado
|
US$3.59천
|
–
|
–
|
–
|
|
