|
2001
|
Proficio Capital Partners
Newton,
Massachusetts
|
$77.2万
|
+$81.9万
|
+2,855
|
新規
|
|
|
2002
|
FORM Wealth Advisors
Lake Geneva,
Wisconsin
|
$77.1万
|
-$32万
|
-1,117
|
-28%
|
|
|
2003
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$77万
|
-$158万
|
-5,507
|
-66%
|
|
|
2004
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$76.4万
|
-$2.04万
|
-71
|
-2%
|
|
|
2005
|
|
$76.3万
|
-$1.06万
|
-37
|
-1%
|
|
|
2006
|
Daner Wealth Management
Alpharetta,
Georgia
|
$76.3万
|
+$287
|
+1
|
+0%
|
|
|
2007
|
Blue Edge Capital
Richmond,
Virginia
|
$76.2万
|
-$1.81万
|
-63
|
-2%
|
|
|
2008
|
Atlas Legacy Advisors
Los Angeles,
California
|
$76.1万
|
+$2.64万
|
+92
|
+3%
|
|
|
2009
|
Truvestments Capital
Sarasota,
Florida
|
$76.1万
|
-$2.87万
|
-100
|
-3%
|
|
|
2010
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$76.1万
|
-$1.32万
|
-46
|
-2%
|
|
|
2011
|
BTG Pactual Asset Management US
New York
|
$76万
|
+$80.6万
|
+2,810
|
新規
|
|
|
2012
|
Charter Research & Investment Group
Southport,
Connecticut
|
$75.7万
|
–
|
–
|
–
|
|
|
2013
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$75.6万
|
-$6,022
|
-21
|
-0.7%
|
|
|
2014
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$75.6万
|
+$80.1万
|
+2,794
|
新規
|
|
|
2015
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$75.6万
|
-$4.93万
|
-172
|
-6%
|
|
|
2016
|
Semus Wealth Partners
Boca Raton,
Florida
|
$75.5万
|
-$1.63万
|
-57
|
-2%
|
|
|
2017
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$75.4万
|
+$4,014
|
+14
|
+0.5%
|
|
|
2018
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$75.3万
|
+$47.5万
|
+1,656
|
+147%
|
|
|
2019
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$75万
|
-$3,441
|
-12
|
-0.4%
|
|
|
2020
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$74.9万
|
+$11.5万
|
+401
|
+17%
|
|
|
2021
|
Fire Capital Management
San Francisco,
California
|
$74.8万
|
+$2.47万
|
+86
|
+3%
|
|
|
2022
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$74.7万
|
-$1.49万
|
-52
|
-2%
|
|
|
2023
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$74.7万
|
+$1,434
|
+5
|
+0.2%
|
|
|
2024
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$74.6万
|
+$23.7万
|
+828
|
+43%
|
|
|
2025
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$74.4万
|
-$4.22万
|
-147
|
-5%
|
|
