|
2001
|
North Capital
Salt Lake City,
Utah
|
$31.6万
|
+$7,290
|
+56
|
+3%
|
|
|
2002
|
Wallace Advisory Group
Lafayette,
California
|
$31.6万
|
-$1.42万
|
-109
|
-5%
|
|
|
2003
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$31.6万
|
+$29.4万
|
+2,255
|
新規
|
|
|
2004
|
Journey Retirement Planning & Investment Management
Ammon,
Idaho
|
$31.5万
|
+$2.73万
|
+210
|
+10%
|
|
|
2005
|
Park Place Capital
Homewood,
Alabama
|
$31.5万
|
+$8,331
|
+64
|
+3%
|
|
|
2006
|
Black Diamond Financial
Towson,
Maryland
|
$31.4万
|
+$29.2万
|
+2,245
|
新規
|
|
|
2007
|
Hardy Reed
Tupelo,
Mississippi
|
$31.4万
|
+$29.2万
|
+2,243
|
新規
|
|
|
2008
|
GDS Wealth Management
Flower Mound,
Texas
|
$31.3万
|
+$29.1万
|
+2,233
|
新規
|
|
|
2009
|
Wealth Architects
Mountain View,
California
|
$31.2万
|
-$651
|
-5
|
-0.2%
|
|
|
2010
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$31.2万
|
+$1,692
|
+13
|
+0.6%
|
|
|
2011
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$31.1万
|
-$2.27万
|
-174
|
-7%
|
|
|
2012
|
First Command Advisory Services
Fort Worth,
Texas
|
$31万
|
+$3.61万
|
+277
|
+14%
|
|
|
2013
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
|
$31万
|
+$17.1万
|
+1,316
|
+146%
|
|
|
2014
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$31万
|
+$3.92万
|
+301
|
+16%
|
|
|
2015
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$30.8万
|
+$3,645
|
+28
|
+1%
|
|
|
2016
|
WPG Advisers
Baltimore,
Maryland
|
$30.8万
|
+$6.86万
|
+527
|
+31%
|
|
|
2017
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$30.8万
|
+$6.46万
|
+496
|
+29%
|
|
|
2018
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$30.8万
|
–
|
–
|
–
|
|
|
2019
|
Single Point Partners
Boston,
Massachusetts
|
$30.8万
|
–
|
–
|
–
|
|
|
2020
|
CTC Alternative Strategies
Chicago,
Illinois
|
$30.8万
|
+$28.6万
|
+2,200
|
新規
|
|
|
2021
|
NorthLanding Financial Partners
Rochester,
New York
|
$30.7万
|
+$28.5万
|
+2,193
|
新規
|
|
|
2022
|
Eastern Bank
Boston,
Massachusetts
|
$30.7万
|
+$3.25万
|
+250
|
+13%
|
|
|
2023
|
Crusonia Wealth Advisors
Denver,
Colorado
|
$30.6万
|
+$4.52万
|
+347
|
+19%
|
|
|
2024
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$30.6万
|
-$1.63万
|
-125
|
-5%
|
|
|
2025
|
180 Wealth Advisors
Federal Way,
Washington
|
$30.6万
|
-$9,894
|
-76
|
-3%
|
|
