|
2001
|
TRB Wealth Management
Houston,
Texas
|
$41万
|
–
|
–
|
–
|
|
|
2002
|
Blankinship & Foster
Solana Beach,
California
|
$40.7万
|
–
|
–
|
–
|
|
|
2003
|
Aviso Wealth Management
Bellevue,
Washington
|
$40.6万
|
+$5.62万
|
+200
|
+17%
|
|
|
2004
|
Evolve Private Wealth
Los Angeles,
California
|
$40.5万
|
-$66.9万
|
-2,381
|
-64%
|
|
|
2005
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$40.5万
|
-$1,405
|
-5
|
-0.4%
|
|
|
2006
|
Wolff Wiese Magana
Carslbad,
California
|
$40.5万
|
-$1.35万
|
-48
|
-3%
|
|
|
2007
|
Diligent Investors
Redlands,
California
|
$40.4万
|
+$12.6万
|
+450
|
+50%
|
|
|
2008
|
COFG Advisors
Oak Brook,
Illinois
|
$40.2万
|
+$9.6万
|
+341
|
+34%
|
|
|
2009
|
Objectivity Squared
Charleston,
South Carolina
|
$40.2万
|
+$843
|
+3
|
+0.2%
|
|
|
2010
|
Maloon Powers Pitre Higgins & Dennehy
San Ramon,
California
|
$40.2万
|
+$37.6万
|
+1,338
|
新規
|
|
|
2011
|
Veridan Wealth
West Linn,
Oregon
|
$40.1万
|
+$37.5万
|
+1,334
|
新規
|
|
|
2012
|
Dunhill Financial
London,
United Kingdom
|
$40.1万
|
–
|
–
|
–
|
|
|
2013
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$40万
|
+$3.32万
|
+118
|
+10%
|
|
|
2014
|
MBA Advisors
Hermitage,
Pennsylvania
|
$40万
|
–
|
–
|
–
|
|
|
2015
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$39.9万
|
+$7.67万
|
+273
|
+26%
|
|
|
2016
|
Arvest Investments
Lowell,
Arkansas
|
$39.9万
|
-$1.24万
|
-44
|
-3%
|
|
|
2017
|
Albion Financial Group
Salt Lake City,
Utah
|
$39.9万
|
-$1.55万
|
-55
|
-4%
|
|
|
2018
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$39.8万
|
-$7,025
|
-25
|
-2%
|
|
|
2019
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$39.7万
|
–
|
–
|
–
|
|
|
2020
|
G2 Capital Management
Columbus,
Ohio
|
$39.7万
|
–
|
–
|
–
|
|
|
2021
|
Financial Harvest
Winter Park,
Florida
|
$39.6万
|
–
|
–
|
–
|
|
|
2022
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$39.6万
|
–
|
–
|
–
|
|
|
2023
|
Aviance Capital Partners
Naples,
Florida
|
$39.5万
|
–
|
–
|
–
|
|
|
2024
|
Mission Creek Capital Partners
San Francisco,
California
|
$39.5万
|
+$37万
|
+1,315
|
新規
|
|
|
2025
|
Allred Capital Management
Dallas,
Texas
|
$39.5万
|
–
|
–
|
–
|
|
