|
2001
|
KPP Advisory Services
Louisville,
Kentucky
|
–
|
-$21.2万
|
-760
|
解消
|
|
|
2002
|
Volterra Technologies
New York
|
–
|
-$21.2万
|
-754
|
解消
|
|
|
2003
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
–
|
-$21万
|
-753
|
解消
|
|
|
2004
|
Frederick Financial Consultants
Frederick,
Maryland
|
–
|
-$21万
|
-752
|
解消
|
|
|
2005
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$21万
|
-751
|
解消
|
|
|
2006
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
–
|
-$21万
|
-751
|
解消
|
|
|
2007
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
–
|
-$20.9万
|
-750
|
解消
|
|
|
2008
|
Colorado Capital Management
Boulder,
Colorado
|
–
|
-$20.9万
|
-750
|
解消
|
|
|
2009
|
Arsenal Capital Advisors
Conshohocken,
Pennsylvania
|
–
|
-$20.9万
|
-749
|
解消
|
|
|
2010
|
Means Investment Company
Bangor,
Maine
|
–
|
-$20.9万
|
-748
|
解消
|
|
|
2011
|
Marble Wealth
Montgomery,
Alabama
|
–
|
-$20.8万
|
-744
|
解消
|
|
|
2012
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
–
|
-$20.8万
|
-744
|
解消
|
|
|
2013
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
–
|
-$20.7万
|
-742
|
解消
|
|
|
2014
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
–
|
-$20.7万
|
-741
|
解消
|
|
|
2015
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
–
|
-$20.7万
|
-740
|
解消
|
|
|
2016
|
Anchyra Partners
Atlanta,
Georgia
|
–
|
-$20.6万
|
-739
|
解消
|
|
|
2017
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
–
|
-$20.6万
|
-738
|
解消
|
|
|
2018
|
Bridgewealth Advisory Group
Fresno,
California
|
–
|
-$20.6万
|
-736
|
解消
|
|
|
2019
|
Portside Wealth Group
Provo,
Utah
|
–
|
-$20.4万
|
-732
|
解消
|
|
|
2020
|
Range Advisory
Mclean,
Virginia
|
–
|
-$20.4万
|
-731
|
解消
|
|
|
2021
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
–
|
-$20.3万
|
-726
|
解消
|
|
|
2022
|
|
–
|
-$20.2万
|
-725
|
解消
|
|
|
2023
|
Northland Securities
Minneapolis,
Minnesota
|
–
|
-$20.2万
|
-724
|
解消
|
|
|
2024
|
HC Advisors
Sandy Springs,
Georgia
|
–
|
-$20.2万
|
-722
|
解消
|
|
|
2025
|
Triad Wealth Partners
Lawrence,
Kansas
|
–
|
-$20.2万
|
-722
|
解消
|
|
