|
2001
|
Tradition Wealth Management
Edina,
Minnesota
|
$72.4万
|
-$5.85万
|
-60
|
-8%
|
|
|
2002
|
Fortis Advisors
Wayne,
Pennsylvania
|
$72.3万
|
–
|
–
|
–
|
|
|
2003
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$72.3万
|
+$21万
|
+215
|
+43%
|
|
|
2004
|
Teucrium Investment Advisors
Burlington,
Vermont
|
$72万
|
+$69.4万
|
+712
|
新規
|
|
|
2005
|
Strategic Blueprint
Atlanta,
Georgia
|
$71.8万
|
+$13万
|
+133
|
+23%
|
|
|
2006
|
Tortoise Investment Management
White Plains,
New York
|
$71.6万
|
+$6,825
|
+7
|
+1%
|
|
|
2007
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$71.6万
|
+$17.1万
|
+175
|
+33%
|
|
|
2008
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$71.2万
|
+$6.14万
|
+63
|
+10%
|
|
|
2009
|
Five Oceans Advisors
Santa Monica,
California
|
$71.2万
|
+$4,875
|
+5
|
+0.7%
|
|
|
2010
|
LifeWealth Investments
Winter Garden,
Florida
|
$70.9万
|
+$1.17万
|
+12
|
+2%
|
|
|
2011
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$70.8万
|
-$292万
|
-3,000
|
-81%
|
|
|
2012
|
Rahlfs Capital
Lake Kiowa,
Texas
|
$70.8万
|
–
|
–
|
–
|
|
|
2013
|
Samara Investment Management
Beaverton,
Oregon
|
$70.5万
|
+$2.83万
|
+29
|
+4%
|
|
|
2014
|
EJMK Ventures
Itasca,
Illinois
|
$70.4万
|
-$5.95万
|
-61
|
-8%
|
|
|
2015
|
High Point Wealth Management
Chester,
New Jersey
|
$70.3万
|
+$2.14万
|
+22
|
+3%
|
|
|
2016
|
TKG Advisors
Valparaiso,
Indiana
|
$69.9万
|
-$12.6万
|
-129
|
-16%
|
|
|
2017
|
Fulcrum Equity Management
Plano,
Texas
|
$69.9万
|
-$1.46万
|
-15
|
-2%
|
|
|
2018
|
Clifford Group
Wayland,
Massachusetts
|
$69.9万
|
–
|
–
|
–
|
|
|
2019
|
Capital International Sarl
Los Angeles,
California
|
$69.8万
|
-$1981万
|
-20,314
|
-97%
|
|
|
2020
|
Krane Funds Advisors
New York
|
$69.8万
|
-$16万
|
-164
|
-19%
|
|
|
2021
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$69.7万
|
-$12.9万
|
-132
|
-16%
|
|
|
2022
|
Peak Financial Advisors
Denver,
Colorado
|
$69.6万
|
-$1.17万
|
-12
|
-2%
|
|
|
2023
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$69.5万
|
+$58.7万
|
+602
|
+708%
|
|
|
2024
|
MFA Wealth Services
Thousand Oaks,
California
|
$69.4万
|
-$4.87万
|
-50
|
-7%
|
|
|
2025
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$69.4万
|
+$3.51万
|
+36
|
+6%
|
|
