|
2001
|
AA Financial Advisors
Columbus,
Ohio
|
$66.9万
|
-$34.5万
|
-1,009
|
-35%
|
|
|
2002
|
Compass Capital Management
Minneapolis,
Minnesota
|
$66.8万
|
-$17.1万
|
-500
|
-21%
|
|
|
2003
|
Diversified Enterprises
Wilmington,
Delaware
|
$66.7万
|
+$4,108
|
+12
|
+0.7%
|
|
|
2004
|
American Alpha Advisors
New York
|
$66.6万
|
+$9,242
|
+27
|
+1%
|
|
|
2005
|
West Family Investments
Carlsbad,
California
|
$66.4万
|
+$1.03万
|
+30
|
+2%
|
|
|
2006
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$66.3万
|
-$1,712
|
-5
|
-0.3%
|
|
|
2007
|
|
$65.8万
|
-$2.36万
|
-69
|
-4%
|
|
|
2008
|
Golden State Wealth Management
Santa Ana,
California
|
$65.7万
|
+$2,054
|
+6
|
+0.3%
|
|
|
2009
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$65.7万
|
-$4,450
|
-13
|
-0.7%
|
|
|
2010
|
Clear Creek Financial Management
Silverdale,
Washington
|
$65.6万
|
-$2.57万
|
-75
|
-4%
|
|
|
2011
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$65.5万
|
+$14.8万
|
+431
|
+30%
|
|
|
2012
|
Mattern Wealth Management
Lawrence,
Kansas
|
$65.5万
|
-$7.36万
|
-215
|
-11%
|
|
|
2013
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$65.4万
|
+$1,712
|
+5
|
+0.3%
|
|
|
2014
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$65.2万
|
-$19.5万
|
-571
|
-24%
|
|
|
2015
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$65.2万
|
-$8,900
|
-26
|
-1%
|
|
|
2016
|
Payden & Rygel
Los Angeles,
California
|
$65.2万
|
+$61.6万
|
+1,800
|
新規
|
|
|
2017
|
Knuff & Co
Foster City,
California
|
$65.2万
|
–
|
–
|
–
|
|
|
2018
|
Payne Capital
Lake Oswego,
Oregon
|
$65.2万
|
–
|
–
|
–
|
|
|
2019
|
Sovereign Financial Group
Stamford,
Connecticut
|
$65万
|
+$5,819
|
+17
|
+1%
|
|
|
2020
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$64.9万
|
+$342
|
+1
|
+0.1%
|
|
|
2021
|
Verition Fund Management
Greenwich,
Connecticut
|
$64.8万
|
-$94.3万
|
-2,755
|
-61%
|
|
|
2022
|
Leonteq Securities AG
Zurich,
Switzerland
|
$64.8万
|
+$10.7万
|
+314
|
+21%
|
|
|
2023
|
Iams Wealth Management
Omaha,
Nebraska
|
$64.8万
|
+$8.73万
|
+255
|
+17%
|
|
|
2024
|
Precedent Wealth Partners
Houston,
Texas
|
$64.7万
|
-$218万
|
-6,358
|
-78%
|
|
|
2025
|
Code Waechter
Tampa,
Florida
|
$64.7万
|
-$12.3万
|
-360
|
-17%
|
|
