|
2001
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$170万
|
-$11万
|
-1,053
|
-7%
|
|
|
2002
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$170万
|
-$5.65万
|
-540
|
-4%
|
|
|
2003
|
Red Door Wealth Management
Memphis,
Tennessee
|
$169万
|
+$8.17万
|
+781
|
+6%
|
|
|
2004
|
Suncoast Equity Management
Tampa,
Florida
|
$168万
|
+$150万
|
+14,300
|
新規
|
|
|
2005
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$168万
|
+$2.52万
|
+241
|
+2%
|
|
|
2006
|
Severin Investments
St. Louis,
Missouri
|
$168万
|
-$1.52万
|
-145
|
-1%
|
|
|
2007
|
Thayer Partners
Wyndmoor,
Pennsylvania
|
$167万
|
+$56.5万
|
+5,400
|
+61%
|
|
|
2008
|
Allred Capital Management
Dallas,
Texas
|
$167万
|
+$4,079
|
+39
|
+0.3%
|
|
|
2009
|
Retirement Capital Strategies
San Jose,
California
|
$167万
|
–
|
–
|
–
|
|
|
2010
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$167万
|
+$8.4万
|
+803
|
+6%
|
|
|
2011
|
GAMCO Investors
Greenwich,
Connecticut
|
$166万
|
-$27.3万
|
-2,606
|
-16%
|
|
|
2012
|
Tortuga Wealth Management
Torrance,
California
|
$166万
|
-$27.2万
|
-2,601
|
-16%
|
|
|
2013
|
Cardiff Park Advisors
Carlsbad,
California
|
$166万
|
-$6.23万
|
-596
|
-4%
|
|
|
2014
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$166万
|
+$16.8万
|
+1,604
|
+13%
|
|
|
2015
|
TRB Wealth Management
Houston,
Texas
|
$165万
|
-$23.4万
|
-2,236
|
-14%
|
|
|
2016
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$165万
|
+$2.09万
|
+200
|
+1%
|
|
|
2017
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$165万
|
-$11.1万
|
-1,064
|
-7%
|
|
|
2018
|
Beaton Management Company
Haverhill,
Massachusetts
|
$164万
|
–
|
–
|
–
|
|
|
2019
|
Monetta Financial Services
Wheaton,
Illinois
|
$164万
|
–
|
–
|
–
|
|
|
2020
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$164万
|
-$81.3万
|
-7,776
|
-36%
|
|
|
2021
|
Platform Technology Partners
New York
|
$164万
|
+$8,262
|
+79
|
+0.6%
|
|
|
2022
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$164万
|
-$3.95万
|
-378
|
-3%
|
|
|
2023
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$163万
|
+$6,484
|
+62
|
+0.4%
|
|
|
2024
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$163万
|
+$7.58万
|
+725
|
+5%
|
|
|
2025
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$163万
|
+$6.96万
|
+666
|
+5%
|
|
