|
2001
|
|
$93.5万
|
-$1.26万
|
-236
|
-1%
|
|
|
2002
|
|
$93万
|
–
|
–
|
–
|
|
|
2003
|
Silvia McColl Wealth Management
San Diego,
California
|
$93万
|
–
|
–
|
–
|
|
|
2004
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$92.8万
|
-$7.27万
|
-1,367
|
-8%
|
|
|
2005
|
Navellier & Associates
Reno,
Nevada
|
$92.6万
|
+$29万
|
+5,444
|
+50%
|
|
|
2006
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$92.5万
|
-$1.03万
|
-194
|
-1%
|
|
|
2007
|
Frisch Financial Group
Melville,
New York
|
$92.1万
|
+$3.18万
|
+597
|
+4%
|
|
|
2008
|
Root Financial Partners
Encinitas,
California
|
$92万
|
+$5.85万
|
+1,100
|
+7%
|
|
|
2009
|
Pacific Point Advisors
Rancho Santa Fe,
California
|
$92万
|
+$3,404
|
+64
|
+0.4%
|
|
|
2010
|
Forza Wealth Management
Sarasota,
Florida
|
$91.8万
|
–
|
–
|
–
|
|
|
2011
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$91.8万
|
-$5.53万
|
-1,039
|
-6%
|
|
|
2012
|
William John Sempolinski
Easton,
Massachusetts
|
$91.3万
|
+$213
|
+4
|
+0%
|
|
|
2013
|
Acropolis Investment Management
St. Louis,
Missouri
|
$91.3万
|
-$4,148
|
-78
|
-0.5%
|
|
|
2014
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$91.2万
|
+$2.18万
|
+409
|
+3%
|
|
|
2015
|
Coign Capital Advisors
Draper,
Utah
|
$91.1万
|
+$7,871
|
+148
|
+0.9%
|
|
|
2016
|
Financial Management Network
Mission Viejo,
California
|
$90.8万
|
+$5.64万
|
+1,060
|
+8%
|
|
|
2017
|
RMR Wealth Builders
Montclair,
New Jersey
|
$90.6万
|
+$6,542
|
+123
|
+0.8%
|
|
|
2018
|
Delta Asset Management
Memphis,
Tennessee
|
$90.5万
|
+$7,978
|
+150
|
+1%
|
|
|
2019
|
Lakeshore Capital Group
Rolling Meadows,
Illinois
|
$90.5万
|
-$4,680
|
-88
|
-0.6%
|
|
|
2020
|
Family Management
New York
|
$90.4万
|
+$4.97万
|
+935
|
+6%
|
|
|
2021
|
Fiduciary Financial Group
San Rafael,
California
|
$90.4万
|
+$7.64万
|
+1,436
|
+10%
|
|
|
2022
|
Alessandra Capital Management
Torrance,
California
|
$90.1万
|
-$6.29万
|
-1,183
|
-7%
|
|
|
2023
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$89.9万
|
–
|
–
|
–
|
|
|
2024
|
Private Wealth Advisors (California)
Fresno,
California
|
$89.9万
|
+$904
|
+17
|
+0.1%
|
|
|
2025
|
Hall Capital Management
Barrington,
Rhode Island
|
$89.8万
|
-$1.13万
|
-212
|
-1%
|
|
