|
2001
|
Benson Wealth Management
Ooltewah, Tn,
Tennessee
|
$8,069
|
–
|
–
|
–
|
|
|
2002
|
High Note Wealth
Deephaven,
Minnesota
|
$7,966
|
+$2,946
|
+33
|
+75%
|
|
|
2003
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$7,759
|
+$2,678
|
+30
|
+67%
|
|
|
2004
|
Planning Strategies
Lancaster,
Pennsylvania
|
$7,759
|
+$6,695
|
+75
|
新規
|
|
|
2005
|
|
$7,660
|
+$89
|
+1
|
+1%
|
|
|
2006
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$7,578
|
–
|
–
|
–
|
|
|
2007
|
Robinswood Financial
Kirkland,
Washington
|
$7,575
|
+$89
|
+1
|
+1%
|
|
|
2008
|
NBH Bank
Greenwood Village,
Colorado
|
$7,552
|
+$6,516
|
+73
|
新規
|
|
|
2009
|
Signature Equity Partners
Columbus,
Ohio
|
$7,345
|
+$1,071
|
+12
|
+20%
|
|
|
2010
|
Nvest Wealth Strategies
Powell,
Ohio
|
$7,242
|
–
|
–
|
–
|
|
|
2011
|
American National Bank & Trust
Wichita Falls,
Texas
|
$7,240
|
+$893
|
+10
|
+17%
|
|
|
2012
|
Raleigh Capital Management
Cary,
North Carolina
|
$6,931
|
-$1.5万
|
-168
|
-71%
|
|
|
2013
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$6,898
|
+$89
|
+1
|
+2%
|
|
|
2014
|
Creative Capital Management Investments
San Diego,
California
|
$6,828
|
+$5,891
|
+66
|
新規
|
|
|
2015
|
Aspect Partners
Fairfax,
Virginia
|
$6,724
|
–
|
–
|
–
|
|
|
2016
|
CrossGen Wealth
Greenville,
North Carolina
|
$6,546
|
–
|
–
|
–
|
|
|
2017
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$6,517
|
–
|
–
|
–
|
|
|
2018
|
Gleason Group
Prospect,
Kentucky
|
$6,414
|
+$5,534
|
+62
|
新規
|
|
|
2019
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$6,211
|
–
|
–
|
–
|
|
|
2020
|
Sawyer Falduto Asset Management
Elmhurst,
Illinois
|
$6,207
|
–
|
–
|
–
|
|
|
2021
|
DecisionPoint Financial
Mesa,
Arizona
|
$5,765
|
-$268
|
-3
|
-5%
|
|
|
2022
|
American Capital Advisory
Ketchum,
Idaho
|
$5,587
|
+$1,339
|
+15
|
+38%
|
|
|
2023
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$5,379
|
–
|
–
|
–
|
|
|
2024
|
NVWM LLC
Yardley,
Pennsylvania
|
$5,379
|
+$446
|
+5
|
+11%
|
|
|
2025
|
Darwin Wealth Management
Tampa,
Florida
|
$5,377
|
-$893
|
-10
|
-16%
|
|
