|
2001
|
Cooper Financial Group
Irvine,
California
|
$31.6万
|
+$25.3万
|
+159
|
新規
|
|
|
2002
|
CX Institutional
Auburn,
Indiana
|
$31.6万
|
-$2.71万
|
-17
|
-10%
|
|
|
2003
|
Cheviot Value Management
Beverly Hills,
California
|
$31.4万
|
–
|
–
|
–
|
|
|
2004
|
Kanawha Capital Management
Richmond,
Virginia
|
$31.2万
|
+$6,367
|
+4
|
+3%
|
|
|
2005
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$31.2万
|
+$25万
|
+157
|
新規
|
|
|
2006
|
Sanchez Gaunt Capital Management
Reno,
Nevada
|
$31.2万
|
+$25万
|
+157
|
新規
|
|
|
2007
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$31万
|
+$1.27万
|
+8
|
+5%
|
|
|
2008
|
First Financial Group
Raleigh,
North Carolina
|
$30.8万
|
–
|
–
|
–
|
|
|
2009
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$30.7万
|
+$24.5万
|
+154
|
新規
|
|
|
2010
|
Arlington Partners
Birmingham,
Alabama
|
$30.6万
|
–
|
–
|
–
|
|
|
2011
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$30.6万
|
+$24.5万
|
+154
|
新規
|
|
|
2012
|
Fortis Capital Management
Bellevue,
Washington
|
$30.5万
|
-$9,550
|
-6
|
-4%
|
|
|
2013
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$30.4万
|
-$4,775
|
-3
|
-2%
|
|
|
2014
|
Clear Wave Wealth Management
Red Bank,
New Jersey
|
$30.4万
|
-$3,183
|
-2
|
-1%
|
|
|
2015
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$30.2万
|
+$10.3万
|
+65
|
+75%
|
|
|
2016
|
Prospect Financial Group
Arlington,
Virginia
|
$30.2万
|
+$24.2万
|
+152
|
新規
|
|
|
2017
|
Viaable
Wayne,
Pennsylvania
|
$30.2万
|
+$26.1万
|
+164
|
新規
|
|
|
2018
|
Embree Financial Group
Chicago,
Illinois
|
$30万
|
+$24万
|
+151
|
新規
|
|
|
2019
|
Invested Advisors
State College,
Pennsylvania
|
$29.8万
|
-$3.82万
|
-24
|
-14%
|
|
|
2020
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$29.8万
|
+$23.9万
|
+150
|
新規
|
|
|
2021
|
Howard Capital Management Group
Los Angeles,
California
|
$29.8万
|
+$23.9万
|
+150
|
新規
|
|
|
2022
|
Well Done LLC
Holland,
Michigan
|
$29.8万
|
+$23.9万
|
+150
|
新規
|
|
|
2023
|
Prospera Capital Management
Gilbert,
Arizona
|
$29.7万
|
–
|
–
|
–
|
|
|
2024
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$29.6万
|
-$6,367
|
-4
|
-3%
|
|
|
2025
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$29.4万
|
+$23.6万
|
+148
|
新規
|
|
