|
2001
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$181万
|
+$7.99万
|
+91
|
+6%
|
|
|
2002
|
OFC Financial Planning
Short Hills,
New Jersey
|
$181万
|
–
|
–
|
–
|
|
|
2003
|
Garner Asset Management Corp
Plano,
Texas
|
$180万
|
-$5,271
|
-6
|
-0.4%
|
|
|
2004
|
Sawyer & Company
Boston,
Massachusetts
|
$180万
|
+$149万
|
+1,692
|
新規
|
|
|
2005
|
Cardiff Park Advisors
Carlsbad,
California
|
$180万
|
-$13万
|
-148
|
-8%
|
|
|
2006
|
Arcus Capital Partners
Atlanta,
Georgia
|
$180万
|
+$70.4万
|
+801
|
+90%
|
|
|
2007
|
Matthew Hamilton Rosenberg
|
$179万
|
+$7.82万
|
+89
|
+6%
|
|
|
2008
|
Opal Wealth Advisors
Jericho,
New York
|
$179万
|
-$5.36万
|
-61
|
-4%
|
|
|
2009
|
Nadler Financial Group
Deerfield,
Illinois
|
$178万
|
–
|
–
|
–
|
|
|
2010
|
Summit Global Investments
Bountiful,
Utah
|
$178万
|
-$30.3万
|
-345
|
-17%
|
|
|
2011
|
DMC Group
Birmingham,
Alabama
|
$178万
|
-$8.35万
|
-95
|
-5%
|
|
|
2012
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$178万
|
+$1.58万
|
+18
|
+1%
|
|
|
2013
|
Charis Legacy Partners
Bryan,
Texas
|
$178万
|
–
|
–
|
–
|
|
|
2014
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$178万
|
+$111万
|
+1,267
|
+317%
|
|
|
2015
|
Planning Center Inc
Moline,
Illinois
|
$177万
|
+$4.22万
|
+48
|
+3%
|
|
|
2016
|
TRB Wealth Management
Houston,
Texas
|
$177万
|
-$27.7万
|
-315
|
-16%
|
|
|
2017
|
Rossby Financial
Melbourne,
Florida
|
$177万
|
+$17万
|
+193
|
+13%
|
|
|
2018
|
W Advisors LLC
Germantown,
Tennessee
|
$177万
|
-$39.7万
|
-452
|
-21%
|
|
|
2019
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$177万
|
+$1,757
|
+2
|
+0.1%
|
|
|
2020
|
Grove Bank & Trust
Miami,
Florida
|
$176万
|
-$4.74万
|
-54
|
-3%
|
|
|
2021
|
Citizens Business Bank
Ontario,
California
|
$176万
|
+$5,271
|
+6
|
+0.4%
|
|
|
2022
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$176万
|
-$6,149
|
-7
|
-0.4%
|
|
|
2023
|
Novem Group
Rochester,
New York
|
$176万
|
-$1.23万
|
-14
|
-0.8%
|
|
|
2024
|
Kaydan Wealth Management
Fenton,
Michigan
|
$176万
|
+$6,149
|
+7
|
+0.4%
|
|
|
2025
|
Keystone Wealth Services
Palm Desert,
California
|
$176万
|
+$34.1万
|
+388
|
+31%
|
|
