|
2001
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$4.01万
|
+$3,262
|
+10
|
+9%
|
|
|
2002
|
Valued Wealth Advisors
Holladay,
Utah
|
$4万
|
+$2,936
|
+9
|
+8%
|
|
|
2003
|
IMA Advisory Services
Denver,
Colorado
|
$4万
|
-$1,631
|
-5
|
-4%
|
|
|
2004
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$3.92万
|
–
|
–
|
–
|
|
|
2005
|
Vision Retirement
Ridgewood,
New Jersey
|
$3.92万
|
+$3,588
|
+11
|
+11%
|
|
|
2006
|
Meeder Asset Management
Dublin,
Ohio
|
$3.82万
|
-$236万
|
-7,243
|
-98%
|
|
|
2007
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$3.82万
|
–
|
–
|
–
|
|
|
2008
|
SOA Wealth Advisors
New York
|
$3.82万
|
–
|
–
|
–
|
|
|
2009
|
Hollencrest Capital Management
Newport Beach,
California
|
$3.75万
|
-$1.7万
|
-52
|
-32%
|
|
|
2010
|
Financial Perspectives
Minneapolis,
Minnesota
|
$3.71万
|
–
|
–
|
–
|
|
|
2011
|
Ares Financial Consulting
Calabasas,
California
|
$3.71万
|
+$1,631
|
+5
|
+5%
|
|
|
2012
|
Meridiem Investment Management
London,
United Kingdom
|
$3.68万
|
–
|
–
|
–
|
|
|
2013
|
Crewe Advisors
Salt Lake City,
Utah
|
$3.65万
|
+$8,154
|
+25
|
+30%
|
|
|
2014
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$3.62万
|
+$979
|
+3
|
+3%
|
|
|
2015
|
Kerr Financial Planning
Fresno,
California
|
$3.48万
|
–
|
–
|
–
|
|
|
2016
|
West Paces Advisors
Atlanta,
Georgia
|
$3.48万
|
+$3.33万
|
+102
|
新規
|
|
|
2017
|
Financial Consulate
Hunt Valley,
Maryland
|
$3.44万
|
+$5,219
|
+16
|
+19%
|
|
|
2018
|
Kelleher Financial Advisors
New York
|
$3.44万
|
+$3.29万
|
+101
|
新規
|
|
|
2019
|
Philadelphia Investment Partners
Voorhees,
New Jersey
|
$3.41万
|
–
|
–
|
–
|
|
|
2020
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$3.41万
|
+$2,936
|
+9
|
+10%
|
|
|
2021
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$3.4万
|
–
|
–
|
–
|
|
|
2022
|
Silicon Valley Capital Partners
San Jose,
California
|
$3.33万
|
+$2.25万
|
+69
|
+238%
|
|
|
2023
|
Arlington Trust
Birmingham,
Alabama
|
$3.27万
|
–
|
–
|
–
|
|
|
2024
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$3.27万
|
+$3.13万
|
+96
|
新規
|
|
|
2025
|
Investors Research Corp
Atlanta,
Georgia
|
$3.24万
|
-$1.53万
|
-47
|
-33%
|
|
