|
2001
|
1776 Wealth
Atlanta,
Georgia
|
–
|
-$30.7万
|
-709
|
解消
|
|
|
2002
|
Meadowbrook Advisors Group
Bedminster,
New Jersey
|
–
|
-$30.6万
|
-707
|
解消
|
|
|
2003
|
Visionary Horizons
Knoxville,
Tennessee
|
–
|
-$30.5万
|
-705
|
解消
|
|
|
2004
|
Gen-Wealth Partners
Zeeland,
Michigan
|
–
|
-$30.1万
|
-696
|
解消
|
|
|
2005
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$30万
|
-695
|
解消
|
|
|
2006
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
–
|
-$30万
|
-694
|
解消
|
|
|
2007
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$30万
|
-693
|
解消
|
|
|
2008
|
Charles Schwab Trust
Henderson,
Nevada
|
–
|
-$29.9万
|
-692
|
解消
|
|
|
2009
|
New Republic Capital
Charlotte,
North Carolina
|
–
|
-$29.9万
|
-692
|
解消
|
|
|
2010
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
–
|
-$29.6万
|
-685
|
解消
|
|
|
2011
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
–
|
-$29.6万
|
-685
|
解消
|
|
|
2012
|
Southern Capital Advisors
Jackson,
Tennessee
|
–
|
-$29.6万
|
-685
|
解消
|
|
|
2013
|
ticino wealth
Mission Viejo,
California
|
–
|
-$34万
|
-684
|
解消
|
|
|
2014
|
Argos Wealth Advisors
Sacramento,
California
|
–
|
-$29.4万
|
-681
|
解消
|
|
|
2015
|
FLC Capital Advisors
Palm Desert,
California
|
–
|
-$29.3万
|
-677
|
解消
|
|
|
2016
|
Novem Group
Rochester,
New York
|
–
|
-$29.2万
|
-676
|
解消
|
|
|
2017
|
Planned Solutions
Folsom,
California
|
–
|
-$29.1万
|
-672
|
解消
|
|
|
2018
|
Volterra Technologies
New York
|
–
|
-$29.1万
|
-672
|
解消
|
|
|
2019
|
MMBG Investment Advisors
Miami,
Florida
|
–
|
-$29万
|
-670
|
解消
|
|
|
2020
|
Klingman & Associates
New York
|
–
|
-$28.9万
|
-669
|
解消
|
|
|
2021
|
Alphadyne Asset Management
New York
|
–
|
-$28.8万
|
-666
|
解消
|
|
|
2022
|
Clarendon Private
Boston,
Massachusetts
|
–
|
-$28.8万
|
-666
|
解消
|
|
|
2023
|
WrapManager Inc
Mill Valley,
California
|
–
|
-$28.7万
|
-664
|
解消
|
|
|
2024
|
Winthrop Advisory Group
Boston,
Massachusetts
|
–
|
-$28.6万
|
-663
|
解消
|
|
|
2025
|
Woodstock Corp
Boston,
Massachusetts
|
–
|
-$28.6万
|
-662
|
解消
|
|
