|
2001
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$58万
|
–
|
–
|
–
|
|
|
2002
|
Garde Capital
Seattle,
Washington
|
$57.9万
|
-$4,143
|
-10
|
-0.6%
|
|
|
2003
|
Headlands Technologies
Chicago,
Illinois
|
$57.9万
|
+$65.2万
|
+1,573
|
新規
|
|
|
2004
|
Edge Wealth Management
New York
|
$57.8万
|
–
|
–
|
–
|
|
|
2005
|
DF Dent & Co
Baltimore,
Maryland
|
$57.7万
|
–
|
–
|
–
|
|
|
2006
|
Paladin Advisory Group
Clive,
Iowa
|
$57.7万
|
–
|
–
|
–
|
|
|
2007
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$57.6万
|
+$1.53万
|
+37
|
+2%
|
|
|
2008
|
Stablepoint Partners
Braintree,
Massachusetts
|
$57.6万
|
+$1.04万
|
+25
|
+2%
|
|
|
2009
|
Bingham Private Wealth
San Francisco,
California
|
$57.5万
|
+$8,285
|
+20
|
+1%
|
|
|
2010
|
Tempo Wealth
Independence,
Ohio
|
$57.5万
|
-$4.06万
|
-98
|
-6%
|
|
|
2011
|
Altiora Financial Group
Lebanon,
Ohio
|
$57.5万
|
–
|
–
|
–
|
|
|
2012
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$57.4万
|
+$2.28万
|
+55
|
+4%
|
|
|
2013
|
Financial Designs
Claremont,
California
|
$57.4万
|
–
|
–
|
–
|
|
|
2014
|
Advisory Solutions Group
Plymouth,
Minnesota
|
$57.4万
|
+$64.5万
|
+1,557
|
新規
|
|
|
2015
|
BIP Wealth
Atlanta,
Georgia
|
$57.3万
|
+$2,071
|
+5
|
+0.3%
|
|
|
2016
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$57.2万
|
+$1.16万
|
+28
|
+2%
|
|
|
2017
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$57.2万
|
+$4,971
|
+12
|
+0.8%
|
|
|
2018
|
Caldwell Trust
Venice,
Florida
|
$57.1万
|
-$31.9万
|
-771
|
-33%
|
|
|
2019
|
Keynote Financial Services
Vernon,
Connecticut
|
$57.1万
|
–
|
–
|
–
|
|
|
2020
|
NCM Capital Management
Ramsey,
New Jersey
|
$57.1万
|
–
|
–
|
–
|
|
|
2021
|
Asset One Wealth Management
Bellevue,
Washington
|
$57万
|
-$7.66万
|
-185
|
-11%
|
|
|
2022
|
Atlantic Family Wealth
Coral Gables,
Florida
|
$57万
|
+$3.02万
|
+73
|
+5%
|
|
|
2023
|
WealthPoint Financial
Cramerton,
North Carolina
|
$57万
|
+$7.5万
|
+181
|
+13%
|
|
|
2024
|
Portfolio Strategies
Monsey,
New York
|
$56.9万
|
–
|
–
|
–
|
|
|
2025
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$56.7万
|
–
|
–
|
–
|
|
