|
2001
|
Ashton Thomas Securities
Rochester,
New York
|
$127万
|
+$20.7万
|
+449
|
+33%
|
|
|
2002
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$127万
|
+$81.2万
|
+1,759
|
新規
|
|
|
2003
|
|
$127万
|
-$1613万
|
-34,962
|
-95%
|
|
|
2004
|
O'Donnell Financial Services
San Rafael,
California
|
$127万
|
+$9,228
|
+20
|
+1%
|
|
|
2005
|
Five Oceans Advisors
Santa Monica,
California
|
$127万
|
+$923
|
+2
|
+0.1%
|
|
|
2006
|
Red Door Wealth Management
Memphis,
Tennessee
|
$127万
|
+$2.72万
|
+59
|
+3%
|
|
|
2007
|
Whelan Financial
Fresno,
California
|
$126万
|
-$3,691
|
-8
|
-0.5%
|
|
|
2008
|
Telos Capital Management
San Diego,
California
|
$126万
|
-$5.72万
|
-124
|
-7%
|
|
|
2009
|
BCS Wealth Management
Johnson City,
Tennessee
|
$126万
|
+$2.17万
|
+47
|
+3%
|
|
|
2010
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$126万
|
+$1,846
|
+4
|
+0.2%
|
|
|
2011
|
BIP Wealth
Atlanta,
Georgia
|
$126万
|
+$15.5万
|
+337
|
+24%
|
|
|
2012
|
|
$125万
|
+$79.9万
|
+1,732
|
新規
|
|
|
2013
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$125万
|
-$4.84万
|
-105
|
-6%
|
|
|
2014
|
Hohimer Wealth Management
Seattle,
Washington
|
$124万
|
-$8,766
|
-19
|
-1%
|
|
|
2015
|
Southland Equity Partners
Wildwood,
Missouri
|
$124万
|
-$1.66万
|
-36
|
-2%
|
|
|
2016
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$124万
|
+$79.1万
|
+1,714
|
新規
|
|
|
2017
|
Convergence Financial
Columbia,
Missouri
|
$124万
|
+$39.1万
|
+848
|
+98%
|
|
|
2018
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$123万
|
-$8,305
|
-18
|
-1%
|
|
|
2019
|
Sage Rhino Capital
Menlo Park,
California
|
$123万
|
+$3,691
|
+8
|
+0.5%
|
|
|
2020
|
Soundwatch Capital
Rowayton,
Connecticut
|
$123万
|
-$4,614
|
-10
|
-0.6%
|
|
|
2021
|
FNY Investment Advisers
New York
|
$123万
|
+$54.7万
|
+1,185
|
+229%
|
|
|
2022
|
Sagewood Asset Management
New York
|
$123万
|
+$27.2万
|
+590
|
+53%
|
|
|
2023
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$123万
|
+$1.43万
|
+31
|
+2%
|
|
|
2024
|
|
$123万
|
+$6,921
|
+15
|
+0.9%
|
|
|
2025
|
Ariadne Wealth Management
Santa Barbara,
California
|
$123万
|
+$5,537
|
+12
|
+0.7%
|
|
