|
2001
|
Avion Wealth
The Woodlands,
Texas
|
$1.6万
|
+$908
|
+5
|
+6%
|
|
|
2002
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$1.59万
|
–
|
–
|
–
|
|
|
2003
|
RMG Wealth Management
Platteville,
Wisconsin
|
$1.54万
|
-$7,444
|
-41
|
-35%
|
|
|
2004
|
Centennial Bank
Conway,
Arkansas
|
$1.52万
|
–
|
–
|
–
|
|
|
2005
|
MTM Investment Management
Spartanburg,
South Carolina
|
$1.52万
|
+$3,631
|
+20
|
+33%
|
|
|
2006
|
James T. Borello
East Dundee,
Illinois
|
$1.5万
|
-$1.76万
|
-97
|
-55%
|
|
|
2007
|
Buck Wealth Strategies
Denver,
Colorado
|
$1.49万
|
+$1.42万
|
+78
|
新規
|
|
|
2008
|
WealthCollab
Bellevue,
Washington
|
$1.49万
|
–
|
–
|
–
|
|
|
2009
|
Bank & Trust Company
Litchfield,
Illinois
|
$1.49万
|
–
|
–
|
–
|
|
|
2010
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.45万
|
–
|
–
|
–
|
|
|
2011
|
Darwin Wealth Management
Tampa,
Florida
|
$1.43万
|
–
|
–
|
–
|
|
|
2012
|
Abound Financial
Granite Bay,
California
|
$1.43万
|
–
|
–
|
–
|
|
|
2013
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$1.43万
|
+$3,450
|
+19
|
+34%
|
|
|
2014
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$1.41万
|
–
|
–
|
–
|
|
|
2015
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.4万
|
+$4,539
|
+25
|
+50%
|
|
|
2016
|
Tripletail Wealth Management
Orlando,
Florida
|
$1.39万
|
-$1.36万
|
-75
|
-52%
|
|
|
2017
|
Allied Private Wealth
Boca Raton,
Florida
|
$1.37万
|
+$1.31万
|
+72
|
新規
|
|
|
2018
|
City State Bank
Norwalk,
Iowa
|
$1.33万
|
–
|
–
|
–
|
|
|
2019
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.31万
|
-$5,810
|
-32
|
-32%
|
|
|
2020
|
Aspect Partners
Fairfax,
Virginia
|
$1.22万
|
–
|
–
|
–
|
|
|
2021
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.22万
|
+$908
|
+5
|
+8%
|
|
|
2022
|
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
|
$1.2万
|
–
|
–
|
–
|
|
|
2023
|
3 Factor Indexing
Sacramento,
California
|
$1.14万
|
–
|
–
|
–
|
|
|
2024
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$1.14万
|
–
|
–
|
–
|
|
|
2025
|
Hara Capital
Bellevue,
Washington
|
$1.13万
|
–
|
–
|
–
|
|
