|
2001
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$72.5万
|
-$5.42万
|
-173
|
-8%
|
|
|
2002
|
Conscious Wealth Investments
Coral Gables,
Florida
|
$72.4万
|
-$3,444
|
-11
|
-0.5%
|
|
|
2003
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$72.4万
|
–
|
–
|
–
|
|
|
2004
|
AGH Wealth Advisors
Wichita,
Kansas
|
$72.3万
|
+$2.5万
|
+80
|
+4%
|
|
|
2005
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$72.2万
|
+$4,383
|
+14
|
+0.7%
|
|
|
2006
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$72万
|
+$1.47万
|
+47
|
+2%
|
|
|
2007
|
Knightsbridge Asset Management
Newport Beach,
California
|
$71.9万
|
-$27.5万
|
-878
|
-31%
|
|
|
2008
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$71.9万
|
-$939
|
-3
|
-0.2%
|
|
|
2009
|
4J Wealth Management
Alexandria,
Virginia
|
$71.7万
|
-$1.5万
|
-48
|
-2%
|
|
|
2010
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$71.7万
|
+$3.44万
|
+110
|
+6%
|
|
|
2011
|
Dopkins Wealth Management
Williamsville,
New York
|
$71.6万
|
-$20.4万
|
-653
|
-25%
|
|
|
2012
|
LifeWealth Investments
Winter Garden,
Florida
|
$71.5万
|
+$1.13万
|
+36
|
+2%
|
|
|
2013
|
Bridgefront Capital
Austin,
Texas
|
$71.5万
|
-$110万
|
-3,505
|
-65%
|
|
|
2014
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$71.4万
|
+$1万
|
+32
|
+2%
|
|
|
2015
|
Advisortrust Partners
Raleigh,
North Carolina
|
$71.4万
|
+$3.48万
|
+111
|
+6%
|
|
|
2016
|
Chatterton & Associates
Anaheim,
California
|
$71.3万
|
-$3.29万
|
-105
|
-5%
|
|
|
2017
|
MV Capital Management
Bethesda,
Maryland
|
$71万
|
+$6,262
|
+20
|
+1%
|
|
|
2018
|
Severin Investments
St. Louis,
Missouri
|
$70.9万
|
-$6.32万
|
-202
|
-10%
|
|
|
2019
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$70.8万
|
-$1,878
|
-6
|
-0.3%
|
|
|
2020
|
Means Investment Company
Bangor,
Maine
|
$70.5万
|
-$3.01万
|
-96
|
-5%
|
|
|
2021
|
Summit Wealth Group
White River Junction,
Vermont
|
$70.4万
|
–
|
–
|
–
|
|
|
2022
|
ProVise Management Group
Clearwater,
Florida
|
$70.1万
|
-$9,079
|
-29
|
-2%
|
|
|
2023
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$70.1万
|
+$58.7万
|
+1,875
|
新規
|
|
|
2024
|
Quadcap Wealth Management
Frisco,
Texas
|
$70万
|
+$3.29万
|
+105
|
+6%
|
|
|
2025
|
McDonald Partners
Cleveland,
Ohio
|
$69.9万
|
-$394万
|
-12,569
|
-87%
|
|
