|
2001
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
–
|
-$16.3万
|
-2,765
|
解消
|
|
|
2002
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$15.4万
|
-2,620
|
解消
|
|
|
2003
|
Wall Street Financial Group
Carlinville,
Illinois
|
–
|
-$13.8万
|
-2,343
|
解消
|
|
|
2004
|
Legend Capital Advisors
New York
|
–
|
-$9.6万
|
-1,630
|
解消
|
|
|
2005
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
–
|
-$9.42万
|
-1,602
|
解消
|
|
|
2006
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$8.31万
|
-1,357
|
解消
|
|
|
2007
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$6.67万
|
-1,134
|
解消
|
|
|
2008
|
|
–
|
-$6.47万
|
-1,100
|
解消
|
|
|
2009
|
Whipplewood Advisors
Littleton,
Colorado
|
–
|
-$6.25万
|
-1,064
|
解消
|
|
|
2010
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
–
|
-$5.98万
|
-1,017
|
解消
|
|
|
2011
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
–
|
-$3.9万
|
-660
|
解消
|
|
|
2012
|
Wellington Group
Indianapolis,
Indiana
|
–
|
-$3.56万
|
-606
|
解消
|
|
|
2013
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
–
|
-$3.2万
|
-544
|
解消
|
|
|
2014
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
–
|
-$2.99万
|
-508
|
解消
|
|
|
2015
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
–
|
-$2.6万
|
-442
|
解消
|
|
|
2016
|
Resources Management Corp
West Hartford,
Connecticut
|
–
|
-$2.1万
|
-350
|
解消
|
|
|
2017
|
One River Asset Management
Stamford,
Connecticut
|
–
|
-$8,464
|
-144
|
解消
|
|
|
2018
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
–
|
-$7,054
|
-120
|
解消
|
|
|
2019
|
REAP Financial Group
Austin,
Texas
|
–
|
-$5,878
|
-100
|
解消
|
|
|
2020
|
True Link Financial Advisors
San Francisco,
California
|
–
|
-$5,878
|
-100
|
解消
|
|
|
2021
|
Clayton Financial Group
St. Louis,
Missouri
|
–
|
-$5,232
|
-89
|
解消
|
|
|
2022
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
–
|
-$5,056
|
-86
|
解消
|
|
|
2023
|
Raleigh Capital Management
Cary,
North Carolina
|
–
|
-$4,938
|
-84
|
解消
|
|
|
2024
|
Coastline Trust
Providence,
Rhode Island
|
–
|
-$4,056
|
-69
|
解消
|
|
|
2025
|
Portus Wealth Advisors
Charlotte,
North Carolina
|
–
|
-$2,351
|
-40
|
解消
|
|
