|
2001
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$88.6万
|
-$34.9万
|
-3,453
|
-35%
|
|
|
2002
|
MOKAN Wealth Management
Overland Park,
Kansas
|
$88.6万
|
+$64.2万
|
+6,347
|
新規
|
|
|
2003
|
Community Bank
Dewitt,
New York
|
$88.5万
|
-$5,056
|
-50
|
-0.8%
|
|
|
2004
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$88.3万
|
-$4.21万
|
-416
|
-6%
|
|
|
2005
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$88.2万
|
-$708
|
-7
|
-0.1%
|
|
|
2006
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$88.1万
|
-$4.63万
|
-458
|
-7%
|
|
|
2007
|
Sage Rhino Capital
Menlo Park,
California
|
$88万
|
+$3.3万
|
+326
|
+5%
|
|
|
2008
|
Elser Financial Planning
Indianapolis,
Indiana
|
$87.9万
|
+$8,393
|
+83
|
+1%
|
|
|
2009
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$87.8万
|
-$20.9万
|
-2,071
|
-25%
|
|
|
2010
|
Salomon & Ludwin
Richmond,
Virginia
|
$87.6万
|
-$8,090
|
-80
|
-1%
|
|
|
2011
|
Titleist Asset Management
San Antonio,
Texas
|
$87.5万
|
+$6.62万
|
+655
|
+12%
|
|
|
2012
|
Cura Wealth Advisors
Chicago,
Illinois
|
$87.4万
|
-$11.3万
|
-1,122
|
-15%
|
|
|
2013
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$87.3万
|
+$5.53万
|
+547
|
+10%
|
|
|
2014
|
Congress Park Capital
Saratoga Springs,
New York
|
$87.3万
|
-$53.1万
|
-5,250
|
-46%
|
|
|
2015
|
Stokes Family Office
New Orleans,
Louisiana
|
$87.2万
|
-$24.2万
|
-2,390
|
-28%
|
|
|
2016
|
Independent Wealth Network
Urbandale,
Iowa
|
$86.9万
|
-$6.85万
|
-677
|
-10%
|
|
|
2017
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$86.7万
|
+$4,652
|
+46
|
+0.7%
|
|
|
2018
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$86.6万
|
+$61.7万
|
+6,102
|
+6,102%
|
|
|
2019
|
Secure Asset Management
Troy,
Michigan
|
$86.5万
|
+$4.35万
|
+430
|
+7%
|
|
|
2020
|
SkyOak Wealth
Southfield,
Michigan
|
$86.3万
|
+$15.7万
|
+1,550
|
+33%
|
|
|
2021
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$86.3万
|
-$4.09万
|
-404
|
-6%
|
|
|
2022
|
626 Financial
Portage,
Michigan
|
$86.2万
|
-$5.4万
|
-534
|
-8%
|
|
|
2023
|
Wharton Business Group
Malvern,
Pennsylvania
|
$86.1万
|
-$5.41万
|
-535
|
-8%
|
|
|
2024
|
Ingalls & Snyder LLC
New York
|
$85.8万
|
-$14.7万
|
-1,450
|
-19%
|
|
|
2025
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$85.8万
|
–
|
–
|
–
|
|
