|
2001
|
Forza Wealth Management
Sarasota,
Florida
|
–
|
-$72.7万
|
-3,665
|
解消
|
|
|
2002
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
–
|
-$71.9万
|
-3,621
|
解消
|
|
|
2003
|
Boston Common Asset Management
Boston,
Massachusetts
|
–
|
-$71.5万
|
-3,604
|
解消
|
|
|
2004
|
BAM Wealth Management
Lakewood,
Colorado
|
–
|
-$70.8万
|
-3,570
|
解消
|
|
|
2005
|
Northeast Investment Management
Boston,
Massachusetts
|
–
|
-$70.8万
|
-3,570
|
解消
|
|
|
2006
|
MN Wealth Advisors
Overland Park,
Kansas
|
–
|
-$70.7万
|
-3,564
|
解消
|
|
|
2007
|
Washington Capital Management
Seattle,
Washington
|
–
|
-$68.7万
|
-3,465
|
解消
|
|
|
2008
|
Legacy Trust
Grand Rapids,
Michigan
|
–
|
-$68.2万
|
-3,438
|
解消
|
|
|
2009
|
Tevis Investment Management
Plano,
Texas
|
–
|
-$64.6万
|
-3,258
|
解消
|
|
|
2010
|
Circle Wealth Management
Summit,
New Jersey
|
–
|
-$61.1万
|
-3,080
|
解消
|
|
|
2011
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
–
|
-$60.5万
|
-3,049
|
解消
|
|
|
2012
|
Three Seasons Wealth
Salt Lake City,
Utah
|
–
|
-$59.3万
|
-2,991
|
解消
|
|
|
2013
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
–
|
-$57.3万
|
-2,891
|
解消
|
|
|
2014
|
Foundations Investment Advisors
Phoenix,
Arizona
|
–
|
-$57万
|
-2,877
|
解消
|
|
|
2015
|
Virtue Asset Management
Barrington,
Illinois
|
–
|
-$56.8万
|
-2,865
|
解消
|
|
|
2016
|
Sepio Capital
Salt Lake City,
Utah
|
–
|
-$56.5万
|
-2,847
|
解消
|
|
|
2017
|
Equitable Trust
Nashville,
Tennessee
|
–
|
-$56.4万
|
-2,846
|
解消
|
|
|
2018
|
Farringdon Capital
London,
United Kingdom
|
–
|
-$55.4万
|
-2,792
|
解消
|
|
|
2019
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$53.1万
|
-2,677
|
解消
|
|
|
2020
|
Carmignac Gestion
Paris,
France
|
–
|
-$52.8万
|
-2,665
|
解消
|
|
|
2021
|
Elevate Capital Advisors
Eagle,
Colorado
|
–
|
-$52.8万
|
-2,661
|
解消
|
|
|
2022
|
Journey Retirement Planning & Investment Management
Ammon,
Idaho
|
–
|
-$51.5万
|
-2,598
|
解消
|
|
|
2023
|
Mirabella Financial Services
London,
United Kingdom
|
–
|
-$51.5万
|
-2,596
|
解消
|
|
|
2024
|
Three Bridge Wealth Advisors
Los Altos,
California
|
–
|
-$51.2万
|
-2,581
|
解消
|
|
|
2025
|
WrapManager Inc
Mill Valley,
California
|
–
|
-$51.1万
|
-2,578
|
解消
|
|
