|
2001
|
Advisornet Financial
Minnetonka,
Minnesota
|
$548万
|
+$42万
|
+1,047
|
+8%
|
|
|
2002
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$546万
|
-$15万
|
-375
|
-3%
|
|
|
2003
|
|
$546万
|
+$579万
|
+14,446
|
新規
|
|
|
2004
|
CrossGen Wealth
Greenville,
North Carolina
|
$546万
|
-$16.4万
|
-409
|
-3%
|
|
|
2005
|
Klingman & Associates
New York
|
$545万
|
+$21万
|
+523
|
+4%
|
|
|
2006
|
Leeward Financial Partners
Bellevue,
Washington
|
$544万
|
-$8.18万
|
-204
|
-1%
|
|
|
2007
|
Excelsior Advisor Network
Denver,
Colorado
|
$544万
|
+$470万
|
+11,725
|
+438%
|
|
|
2008
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$544万
|
+$70.5万
|
+1,759
|
+14%
|
|
|
2009
|
Hardy Reed
Tupelo,
Mississippi
|
$542万
|
-$54.7万
|
-1,365
|
-9%
|
|
|
2010
|
IFC Advisors
Los Angeles,
California
|
$542万
|
-$802
|
-2
|
-0%
|
|
|
2011
|
Inscription Capital
Houston,
Texas
|
$542万
|
+$199万
|
+4,975
|
+53%
|
|
|
2012
|
Diversified Enterprises
Wilmington,
Delaware
|
$541万
|
+$32.8万
|
+818
|
+6%
|
|
|
2013
|
Lynx Capital Group
Beachwood,
Ohio
|
$540万
|
-$16.8万
|
-420
|
-3%
|
|
|
2014
|
Jackson Wealth Management
Lake Mary,
Florida
|
$538万
|
-$5943万
|
-148,217
|
-91%
|
|
|
2015
|
Lewis Asset Management
Lafayette,
California
|
$538万
|
-$2.93万
|
-73
|
-0.5%
|
|
|
2016
|
Miramontes Capital
Newport,
California
|
$538万
|
+$14.1万
|
+351
|
+3%
|
|
|
2017
|
University of Illinois Foundation
Champaign,
Illinois
|
$538万
|
–
|
–
|
–
|
|
|
2018
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$537万
|
-$27.7万
|
-692
|
-5%
|
|
|
2019
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$537万
|
-$8.22万
|
-205
|
-1%
|
|
|
2020
|
Cambient Family Office
Ada,
Michigan
|
$537万
|
+$66万
|
+1,646
|
+13%
|
|
|
2021
|
MJP Associates
Farmington,
Connecticut
|
$536万
|
+$180万
|
+4,479
|
+46%
|
|
|
2022
|
Vega Investment Solutions
Paris,
France
|
$535万
|
-$220万
|
-5,490
|
-28%
|
|
|
2023
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$535万
|
-$23.3万
|
-581
|
-4%
|
|
|
2024
|
Freedom Day Solutions
Houston,
Texas
|
$534万
|
-$6.21万
|
-155
|
-1%
|
|
|
2025
|
Quadcap Wealth Management
Frisco,
Texas
|
$534万
|
+$60.5万
|
+1,508
|
+12%
|
|
