|
2001
|
Broadwater Capital
Boston,
Massachusetts
|
$20.8万
|
–
|
–
|
–
|
|
|
2002
|
Financial Engines Advisors
Santa Clara,
California
|
$20.8万
|
+$20.3万
|
+400
|
新規
|
|
|
2003
|
|
$20.8万
|
+$20.3万
|
+400
|
新規
|
|
|
2004
|
CM Wealth Advisors
Beachwood,
Ohio
|
$20.7万
|
-$7.6万
|
-150
|
-27%
|
|
|
2005
|
AXS Investments
Port Chester,
New York
|
$20.7万
|
-$2.68万
|
-53
|
-12%
|
|
|
2006
|
Bruce G. Allen Investments
Denver,
Colorado
|
$20.7万
|
-$1.32万
|
-26
|
-6%
|
|
|
2007
|
tru Independence
Portland,
Oregon
|
$20.6万
|
+$20.2万
|
+398
|
新規
|
|
|
2008
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$20.6万
|
+$20.1万
|
+397
|
新規
|
|
|
2009
|
Private Client Services
Louisville,
Kentucky
|
$20.6万
|
+$20.1万
|
+397
|
新規
|
|
|
2010
|
ERn Financial LLC
Middleton,
Wisconsin
|
$20.6万
|
+$20.1万
|
+396
|
新規
|
|
|
2011
|
Old Port Advisors
Portland,
Maine
|
$20.6万
|
+$20.1万
|
+396
|
新規
|
|
|
2012
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$20.5万
|
+$20万
|
+395
|
新規
|
|
|
2013
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$20.3万
|
+$19.9万
|
+392
|
新規
|
|
|
2014
|
Florida Financial Advisors
Tampa,
Florida
|
$20.3万
|
-$3.14万
|
-62
|
-14%
|
|
|
2015
|
Presidio Capital Management
San Diego,
California
|
$20.3万
|
+$19.8万
|
+390
|
新規
|
|
|
2016
|
Petros Family Wealth
Bloomington,
Minnesota
|
$20.2万
|
-$1.01万
|
-20
|
-5%
|
|
|
2017
|
BCS Wealth Management
Johnson City,
Tennessee
|
$20.2万
|
+$19.8万
|
+390
|
新規
|
|
|
2018
|
WNY Asset Management
Williamsville,
New York
|
$20.2万
|
+$19.7万
|
+388
|
新規
|
|
|
2019
|
Tranquility Partners
Brentwood,
Tennessee
|
$20.1万
|
-$4.81万
|
-95
|
-20%
|
|
|
2020
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$20.1万
|
+$19.7万
|
+388
|
新規
|
|
|
2021
|
Kelleher Financial Advisors
New York
|
$20万
|
+$3.85万
|
+76
|
+25%
|
|
|
2022
|
Journey Advisory Group
Covington,
Kentucky
|
$20万
|
+$19.6万
|
+386
|
新規
|
|
|
2023
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$20万
|
+$19.6万
|
+386
|
新規
|
|
|
2024
|
Swan Global Investments
Durango,
Colorado
|
$20万
|
+$19.6万
|
+386
|
新規
|
|
|
2025
|
Crown Wealth Group
Charlotte,
North Carolina
|
$20万
|
+$19.6万
|
+386
|
新規
|
|
