|
2001
|
Castle Hook Partners
New York
|
$196万
|
+$138万
|
+3,366
|
新規
|
|
|
2002
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$195万
|
-$33.5万
|
-816
|
-20%
|
|
|
2003
|
Foster Group
West Des Moines,
Iowa
|
$195万
|
+$24.9万
|
+607
|
+22%
|
|
|
2004
|
Journey Advisory Group
Covington,
Kentucky
|
$194万
|
-$410
|
-1
|
-0%
|
|
|
2005
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$194万
|
-$190万
|
-4,646
|
-55%
|
|
|
2006
|
Sovereign Financial Group
Stamford,
Connecticut
|
$194万
|
-$2.99万
|
-73
|
-2%
|
|
|
2007
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$194万
|
-$2.05万
|
-50
|
-1%
|
|
|
2008
|
Plancorp LLC
Saint Louis,
Missouri
|
$194万
|
-$76.1万
|
-1,856
|
-34%
|
|
|
2009
|
Fairtree Asset Management
Bellville, Cape Town,
South Africa
|
$193万
|
-$90.8万
|
-2,214
|
-40%
|
|
|
2010
|
QTR Family Wealth
Lake Mary,
Florida
|
$192万
|
+$10.7万
|
+260
|
+9%
|
|
|
2011
|
Main Street Research
Lakeville,
Connecticut
|
$192万
|
+$6.68万
|
+163
|
+5%
|
|
|
2012
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$192万
|
+$4.39万
|
+107
|
+3%
|
|
|
2013
|
Uniting Wealth Partners
Mission,
Kansas
|
$191万
|
-$4.18万
|
-102
|
-3%
|
|
|
2014
|
Fortem Financial Group
Palm Desert,
California
|
$190万
|
-$9.5万
|
-232
|
-7%
|
|
|
2015
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$190万
|
+$25.4万
|
+619
|
+23%
|
|
|
2016
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$190万
|
-$13.8万
|
-337
|
-9%
|
|
|
2017
|
USA Financial Formulas
Ada,
Michigan
|
$190万
|
-$55.9万
|
-1,364
|
-29%
|
|
|
2018
|
Sun Financial
Midvale,
Utah
|
$189万
|
-$89.7万
|
-2,189
|
-35%
|
|
|
2019
|
Alteri Wealth
Westlake Village,
California
|
$189万
|
+$1.97万
|
+48
|
+1%
|
|
|
2020
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$189万
|
+$14.1万
|
+344
|
+12%
|
|
|
2021
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$189万
|
+$133万
|
+3,250
|
新規
|
|
|
2022
|
JB Capital
Wethersfield,
Connecticut
|
$189万
|
-$649万
|
-15,841
|
-83%
|
|
|
2023
|
Flow Traders U.S.
New York
|
$188万
|
-$300万
|
-7,318
|
-69%
|
|
|
2024
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$188万
|
+$22.3万
|
+545
|
+20%
|
|
|
2025
|
Triumph Capital Management
Denver,
Colorado
|
$188万
|
-$163万
|
-3,966
|
-55%
|
|
