|
2001
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$36.9万
|
–
|
–
|
–
|
|
|
2002
|
Brave Asset Management
Summit,
New Jersey
|
$36.9万
|
–
|
–
|
–
|
|
|
2003
|
Parcion Private Wealth
Bellevue,
Washington
|
$36.9万
|
–
|
–
|
–
|
|
|
2004
|
IFS Advisors
Overland Park,
Kansas
|
$36.8万
|
-$1.24万
|
-103
|
-3%
|
|
|
2005
|
West Financial Advisors
Des Moines,
Iowa
|
$36.8万
|
-$1.11万
|
-92
|
-3%
|
|
|
2006
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$36.8万
|
–
|
–
|
–
|
|
|
2007
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$36.6万
|
-$6,992
|
-58
|
-2%
|
|
|
2008
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$36.5万
|
–
|
–
|
–
|
|
|
2009
|
Peak Financial Advisors
Denver,
Colorado
|
$36.5万
|
–
|
–
|
–
|
|
|
2010
|
Valpey Financial Services
Concord,
New Hampshire
|
$36.4万
|
-$603
|
-5
|
-0.2%
|
|
|
2011
|
Holderness Investments Company
Greensboro,
North Carolina
|
$36.4万
|
+$5.9万
|
+489
|
+20%
|
|
|
2012
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$36.4万
|
-$4,581
|
-38
|
-1%
|
|
|
2013
|
Washington Trust
Westerly,
Rhode Island
|
$36.4万
|
+$1.71万
|
+142
|
+5%
|
|
|
2014
|
Williams Jones Wealth Management
New York
|
$36.3万
|
-$17.6万
|
-1,456
|
-33%
|
|
|
2015
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$36.3万
|
+$4.39万
|
+364
|
+14%
|
|
|
2016
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$36.2万
|
-$226万
|
-18,712
|
-87%
|
|
|
2017
|
SJS Investment Consulting
Sylvania,
Ohio
|
$36.2万
|
–
|
–
|
–
|
|
|
2018
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$36.1万
|
–
|
–
|
–
|
|
|
2019
|
Maia Wealth
Denver,
Colorado
|
$36.1万
|
+$6.9万
|
+572
|
+24%
|
|
|
2020
|
R2 Capital Strategies
Lincoln,
Nebraska
|
$36.1万
|
+$35万
|
+2,907
|
新規
|
|
|
2021
|
Good Harbor Advisors
Gloucester,
Massachusetts
|
$36万
|
-$6,028
|
-50
|
-2%
|
|
|
2022
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$36万
|
+$121
|
+1
|
+0%
|
|
|
2023
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$35.9万
|
+$34.9万
|
+2,892
|
新規
|
|
|
2024
|
Drive Wealth Management
Lehi,
Utah
|
$35.9万
|
-$7.4万
|
-614
|
-18%
|
|
|
2025
|
TD Capital Management
Memphis,
Tennessee
|
$35.6万
|
+$241
|
+2
|
+0.1%
|
|
