|
2001
|
DeDora Capital
Napa,
California
|
$27.9万
|
–
|
–
|
–
|
|
|
2002
|
Biltmore Family Office
Charlotte,
North Carolina
|
$27.9万
|
–
|
–
|
–
|
|
|
2003
|
MBL Wealth
Charlotte,
North Carolina
|
$27.8万
|
+$28.6万
|
+1,286
|
新規
|
|
|
2004
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$27.8万
|
+$8,899
|
+40
|
+3%
|
|
|
2005
|
Boston Family Office
Boston,
Massachusetts
|
$27.8万
|
+$28.6万
|
+1,285
|
新規
|
|
|
2006
|
Financial Management Professionals
Austin,
Texas
|
$27.7万
|
+$7,119
|
+32
|
+3%
|
|
|
2007
|
Oakworth Capital
Birmingham,
Alabama
|
$27.6万
|
–
|
–
|
–
|
|
|
2008
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$27.6万
|
–
|
–
|
–
|
|
|
2009
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$27.6万
|
+$9,344
|
+42
|
+3%
|
|
|
2010
|
55 North Private Wealth
Winter Park,
Florida
|
$27.5万
|
+$28.3万
|
+1,271
|
新規
|
|
|
2011
|
Marco Investment Management
Atlanta,
Georgia
|
$27.4万
|
-$2,225
|
-10
|
-0.8%
|
|
|
2012
|
SFE Investment Counsel
Los Angeles,
California
|
$27.4万
|
+$3,337
|
+15
|
+1%
|
|
|
2013
|
TrustBank
Olney,
Illinois
|
$27.4万
|
+$6,229
|
+28
|
+2%
|
|
|
2014
|
Moran Wealth Management
Naples,
Florida
|
$27.4万
|
+$28.1万
|
+1,265
|
新規
|
|
|
2015
|
City National Bank of Florida
Miami,
Florida
|
$27.4万
|
+$28.1万
|
+1,264
|
新規
|
|
|
2016
|
Garrison Point Advisors
Walnut Creek,
California
|
$27.3万
|
+$4万
|
+180
|
+17%
|
|
|
2017
|
Strategic Equity Management
Tucson,
Arizona
|
$27.2万
|
-$10.1万
|
-454
|
-27%
|
|
|
2018
|
VisionPoint Advisory Group
Dallas,
Texas
|
$27.2万
|
-$1.13万
|
-51
|
-4%
|
|
|
2019
|
Opal Wealth Advisors
Jericho,
New York
|
$27.2万
|
+$445
|
+2
|
+0.2%
|
|
|
2020
|
Leigh Baldwin & Co
Cazenovia,
New York
|
$27.2万
|
-$3,337
|
-15
|
-1%
|
|
|
2021
|
Kensington Investment Counsel
Long Beach,
California
|
$27.2万
|
–
|
–
|
–
|
|
|
2022
|
Summit Wealth Partners
Orlando,
Florida
|
$27.1万
|
–
|
–
|
–
|
|
|
2023
|
Telos Capital Management
San Diego,
California
|
$27.1万
|
-$1.54万
|
-69
|
-5%
|
|
|
2024
|
Argent Advisors
Monroe,
Louisiana
|
$27.1万
|
-$8,009
|
-36
|
-3%
|
|
|
2025
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$27.1万
|
–
|
–
|
–
|
|
