|
2001
|
Trilogy Capital
Irvine,
California
|
$20万
|
+$19.1万
|
+895
|
新規
|
|
|
2002
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$20万
|
+$19.1万
|
+894
|
新規
|
|
|
2003
|
Financial Avengers
Oakland,
California
|
$19.9万
|
+$1,710
|
+8
|
+0.9%
|
|
|
2004
|
Rexford Capital
Bellaire,
Texas
|
$19.6万
|
+$4,702
|
+22
|
+3%
|
|
|
2005
|
Advisornet Financial
Minnetonka,
Minnesota
|
$19.5万
|
-$2,779
|
-13
|
-1%
|
|
|
2006
|
Oslo Pensjonsforsikring
Oslo,
|
$19.4万
|
-$37.8万
|
-1,768
|
-67%
|
|
|
2007
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$19.2万
|
–
|
–
|
–
|
|
|
2008
|
MV Capital Management
Bethesda,
Maryland
|
$19.2万
|
-$3.93万
|
-184
|
-18%
|
|
|
2009
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$18.5万
|
+$17.7万
|
+829
|
新規
|
|
|
2010
|
Alerus Financial
Grand Forks,
North Dakota
|
$18.3万
|
+$2.63万
|
+123
|
+18%
|
|
|
2011
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$17.9万
|
–
|
–
|
–
|
|
|
2012
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$17.7万
|
–
|
–
|
–
|
|
|
2013
|
Peterson Wealth Services
South Ogden,
Utah
|
$17.7万
|
–
|
–
|
–
|
|
|
2014
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$17.6万
|
–
|
–
|
–
|
|
|
2015
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$17.5万
|
+$15万
|
+700
|
新規
|
|
|
2016
|
Fountainhead AM
Warren,
New Jersey
|
$17.5万
|
-$855
|
-4
|
-0.5%
|
|
|
2017
|
|
$17.4万
|
-$1.88万
|
-88
|
-10%
|
|
|
2018
|
Asset Dedication LLC
San Francisco,
California
|
$16.9万
|
-$1.28万
|
-60
|
-7%
|
|
|
2019
|
McDonald Partners
Cleveland,
Ohio
|
$16.8万
|
+$16.1万
|
+752
|
新規
|
|
|
2020
|
Avion Wealth
The Woodlands,
Texas
|
$16.6万
|
+$9,832
|
+46
|
+7%
|
|
|
2021
|
Field & Main Bank
Henderson,
Kentucky
|
$16.5万
|
-$3,206
|
-15
|
-2%
|
|
|
2022
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$16.1万
|
-$2.67万
|
-125
|
-15%
|
|
|
2023
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$16万
|
–
|
–
|
–
|
|
|
2024
|
Crews Bank & Trust
Wauchula,
Florida
|
$16万
|
–
|
–
|
–
|
|
|
2025
|
IFS Advisors
Overland Park,
Kansas
|
$15.5万
|
–
|
–
|
–
|
|
