|
2001
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$3.43万
|
-$4.19万
|
-188
|
-55%
|
|
|
2002
|
Fortitude Family Office
Scottsdale,
Arizona
|
$3.4万
|
-$3.99万
|
-179
|
-54%
|
|
|
2003
|
Investment Counsel Company of Nevada
Las Vegas,
Nevada
|
$3.4万
|
+$3.39万
|
+152
|
新規
|
|
|
2004
|
TD Capital Management
Memphis,
Tennessee
|
$3.34万
|
-$4.44万
|
-199
|
-57%
|
|
|
2005
|
WPG Advisers
Baltimore,
Maryland
|
$3.31万
|
-$3.84万
|
-172
|
-54%
|
|
|
2006
|
Ares Financial Consulting
Calabasas,
California
|
$3.31万
|
-$3.39万
|
-152
|
-51%
|
|
|
2007
|
Arlington Trust
Birmingham,
Alabama
|
$3.27万
|
-$1.03万
|
-46
|
-24%
|
|
|
2008
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$3.25万
|
-$3.24万
|
-145
|
-50%
|
|
|
2009
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$3.22万
|
-$2.39万
|
-107
|
-43%
|
|
|
2010
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$3.09万
|
-$3.01万
|
-135
|
-49%
|
|
|
2011
|
Access Investment Management
Atlanta,
Georgia
|
$3.08万
|
-$4.64万
|
-208
|
-60%
|
|
|
2012
|
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
|
$3.05万
|
-$3.08万
|
-138
|
-50%
|
|
|
2013
|
Entrust Financial
Wayne,
Pennsylvania
|
$3.05万
|
-$3.03万
|
-136
|
-50%
|
|
|
2014
|
Bell Investment Advisors
Oakland,
California
|
$3.02万
|
-$3.26万
|
-146
|
-52%
|
|
|
2015
|
MASECO Private Wealth
London,
|
$3.02万
|
-$2.7万
|
-121
|
-47%
|
|
|
2016
|
Strategic Wealth Advisors
Scottsdale,
Arizona
|
$2.9万
|
+$7,363
|
+33
|
+28%
|
|
|
2017
|
Meeder Asset Management
Dublin,
Ohio
|
$2.89万
|
-$1.9万
|
-85
|
-40%
|
|
|
2018
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.87万
|
-$3.93万
|
-176
|
-58%
|
|
|
2019
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$2.82万
|
-$2.83万
|
-127
|
-50%
|
|
|
2020
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$2.8万
|
-$2.83万
|
-127
|
-50%
|
|
|
2021
|
Hager Investment Management Services
New London,
New Hampshire
|
$2.8万
|
-$2.79万
|
-125
|
-50%
|
|
|
2022
|
Evolution Wealth Management
Fort Myers,
Florida
|
$2.77万
|
-$6,470
|
-29
|
-19%
|
|
|
2023
|
James T. Borello
East Dundee,
Illinois
|
$2.75万
|
-$3.03万
|
-136
|
-53%
|
|
|
2024
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$2.74万
|
-$20.9万
|
-938
|
-88%
|
|
|
2025
|
First Pacific Financial
Vancouver,
Washington
|
$2.7万
|
-$2.7万
|
-121
|
-50%
|
|
