|
2001
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$32.5万
|
+$21.4万
|
+1,076
|
新規
|
|
|
2002
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$32.4万
|
+$21.3万
|
+1,075
|
新規
|
|
|
2003
|
Orion Capital Management
Coronado,
California
|
$32.4万
|
-$7,146
|
-36
|
-3%
|
|
|
2004
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$32.3万
|
+$21.2万
|
+1,070
|
新規
|
|
|
2005
|
Lyell Wealth Management
Menlo Park,
California
|
$32.3万
|
+$21.2万
|
+1,070
|
新規
|
|
|
2006
|
Polymer Capital Management (HK)
Hong Kong
|
$32.3万
|
+$21.2万
|
+1,070
|
新規
|
|
|
2007
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$32.2万
|
+$21.2万
|
+1,069
|
新規
|
|
|
2008
|
Golden Road Advisors
Tampa,
Florida
|
$32.2万
|
+$21.2万
|
+1,066
|
新規
|
|
|
2009
|
Breakwater Capital Group
Paramus,
New Jersey
|
$32万
|
+$21万
|
+1,060
|
新規
|
|
|
2010
|
Chilton Investment Company
Stamford,
Connecticut
|
$32万
|
+$21万
|
+1,060
|
新規
|
|
|
2011
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$32万
|
+$21万
|
+1,060
|
新規
|
|
|
2012
|
Crewe Advisors
Salt Lake City,
Utah
|
$31.9万
|
+$15万
|
+758
|
+253%
|
|
|
2013
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$31.9万
|
+$21万
|
+1,057
|
新規
|
|
|
2014
|
Focused Wealth Management
Newburgh,
New York
|
$31.8万
|
+$20.9万
|
+1,055
|
新規
|
|
|
2015
|
AMG Asset Management Group
Cartersville,
Georgia
|
$31.7万
|
+$20.9万
|
+1,051
|
新規
|
|
|
2016
|
SilverOak Wealth Management
Edina,
Minnesota
|
$31.7万
|
+$20.8万
|
+1,050
|
新規
|
|
|
2017
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$31.4万
|
-$17.5万
|
-880
|
-46%
|
|
|
2018
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$31.4万
|
+$20.6万
|
+1,040
|
新規
|
|
|
2019
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$31.3万
|
+$4.23万
|
+213
|
新規
|
|
|
2020
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$31.1万
|
+$20.4万
|
+1,030
|
新規
|
|
|
2021
|
TPG Financial Advisors
Portland,
Oregon
|
$31万
|
+$20.4万
|
+1,029
|
新規
|
|
|
2022
|
WBI Investments
Red Bank,
New Jersey
|
$30.9万
|
+$20.4万
|
+1,026
|
新規
|
|
|
2023
|
Carrera Capital Advisors
Troy,
Michigan
|
$30.8万
|
+$20.3万
|
+1,023
|
新規
|
|
|
2024
|
Clark Asset Management
Stratham,
New Hampshire
|
$30.8万
|
+$20.3万
|
+1,021
|
新規
|
|
|
2025
|
Gemmer Asset Management
Walnut Creek,
California
|
$30.8万
|
+$20.2万
|
+1,020
|
新規
|
|
