|
2001
|
Signature Equity Partners
Columbus,
Ohio
|
$1,568
|
-$7,175
|
-82
|
-83%
|
|
|
2002
|
Leonteq Securities AG
Zurich,
Switzerland
|
$1,559
|
-$4.08万
|
-466
|
-96%
|
|
|
2003
|
Mosley Wealth Management
Anaheim,
California
|
$1,467
|
+$1,400
|
+16
|
新規
|
|
|
2004
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$1,425
|
–
|
–
|
–
|
|
|
2005
|
Financial Network Wealth Advisors
Murray,
Utah
|
$1,375
|
+$350
|
+4
|
+36%
|
|
|
2006
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$1,375
|
+$1,312
|
+15
|
新規
|
|
|
2007
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1,284
|
–
|
–
|
–
|
|
|
2008
|
Phillip James Consulting
Plymouth,
Minnesota
|
$1,284
|
–
|
–
|
–
|
|
|
2009
|
Albion Financial Group
Salt Lake City,
Utah
|
$1,192
|
–
|
–
|
–
|
|
|
2010
|
Breakwater Investment Management
Seattle,
Washington
|
$1,192
|
+$612
|
+7
|
+117%
|
|
|
2011
|
Caitlin John
Brighton,
Michigan
|
$1,009
|
–
|
–
|
–
|
|
|
2012
|
Hara Capital
Bellevue,
Washington
|
$1,008
|
–
|
–
|
–
|
|
|
2013
|
Pin Oak Investment Advisors
Houston,
Texas
|
$1,000
|
+$700
|
+8
|
新規
|
|
|
2014
|
Aspect Partners
Fairfax,
Virginia
|
$917
|
–
|
–
|
–
|
|
|
2015
|
Rakuten Securities
Tokyo,
Japan
|
$825
|
-$175
|
-2
|
-18%
|
|
|
2016
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$673
|
+$612
|
+7
|
新規
|
|
|
2017
|
DecisionPoint Financial
Mesa,
Arizona
|
$650
|
+$437
|
+5
|
+250%
|
|
|
2018
|
Elevated Capital Advisors
Sandy,
Utah
|
$642
|
–
|
–
|
–
|
|
|
2019
|
Hoey Investments
Coatesville,
Pennsylvania
|
$551
|
+$525
|
+6
|
新規
|
|
|
2020
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$472
|
-$4,900
|
-56
|
-92%
|
|
|
2021
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$461
|
+$437
|
+5
|
新規
|
|
|
2022
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$413
|
–
|
–
|
–
|
|
|
2023
|
Marshall Investment Management
Littleton,
Colorado
|
$367
|
–
|
–
|
–
|
|
|
2024
|
Investors Portfolio Services
Puyallup,
Washington
|
$367
|
+$350
|
+4
|
新規
|
|
|
2025
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$367
|
+$350
|
+4
|
新規
|
|
