|
2001
|
WPG Advisers
Baltimore,
Maryland
|
$5.18万
|
-$6,942
|
-24
|
-17%
|
|
|
2002
|
Highline Wealth Partners
Sherman Oaks,
California
|
$4.92万
|
-$3,471
|
-12
|
-10%
|
|
|
2003
|
Advantage Trust Company
Salina,
Kansas
|
$4.88万
|
–
|
–
|
–
|
|
|
2004
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$4.88万
|
+$3.27万
|
+113
|
新規
|
|
|
2005
|
Kemnay Advisory Services
New York
|
$4.75万
|
-$2,025
|
-7
|
-6%
|
|
|
2006
|
Evolution Wealth Management
Fort Myers,
Florida
|
$4.7万
|
+$2,603
|
+9
|
+9%
|
|
|
2007
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$4.66万
|
–
|
–
|
–
|
|
|
2008
|
Joseph Group Capital Management
Columbus,
Ohio
|
$4.53万
|
+$8,098
|
+28
|
+36%
|
|
|
2009
|
Harbor Capital Advisors
Chicago,
Illinois
|
$4.5万
|
-$4,338
|
-15
|
-13%
|
|
|
2010
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$4.4万
|
–
|
–
|
–
|
|
|
2011
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$4.4万
|
+$2,892
|
+10
|
+11%
|
|
|
2012
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$4.36万
|
+$2.92万
|
+101
|
新規
|
|
|
2013
|
McMillan Office
St. Clair Shores,
Michigan
|
$4.31万
|
–
|
–
|
–
|
|
|
2014
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$4.31万
|
+$2.89万
|
+100
|
新規
|
|
|
2015
|
Tradewinds Capital Management
Bellingham,
Washington
|
$4.23万
|
+$1.97万
|
+68
|
+227%
|
|
|
2016
|
Atwood & Palmer
Kansas City,
Missouri
|
$4.14万
|
+$2.49万
|
+86
|
+860%
|
|
|
2017
|
James T. Borello
East Dundee,
Illinois
|
$4.14万
|
+$868
|
+3
|
+3%
|
|
|
2018
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$4.04万
|
+$289
|
+1
|
+1%
|
|
|
2019
|
E Fund Management (HK)
Central,
Hong Kong
|
$4.01万
|
+$1.94万
|
+67
|
+258%
|
|
|
2020
|
Vision Retirement
Ridgewood,
New Jersey
|
$3.95万
|
+$1.42万
|
+49
|
+114%
|
|
|
2021
|
American Capital Advisory
Ketchum,
Idaho
|
$3.93万
|
-$6,652
|
-23
|
-20%
|
|
|
2022
|
Corsicana & Co
Corsicana,
Texas
|
$3.88万
|
–
|
–
|
–
|
|
|
2023
|
First Command Advisory Services
Fort Worth,
Texas
|
$3.88万
|
–
|
–
|
–
|
|
|
2024
|
Bare Financial Services
Gap,
Pennsylvania
|
$3.71万
|
+$5,206
|
+18
|
+26%
|
|
|
2025
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$3.62万
|
-$6,652
|
-23
|
-21%
|
|
