|
2001
|
Scarborough Advisors
Annapolis,
Maryland
|
–
|
-$1.16万
|
-201
|
解消
|
|
|
2002
|
REAP Financial Group
Austin,
Texas
|
–
|
-$1.04万
|
-180
|
解消
|
|
|
2003
|
Optiver Holding
Amsterdam,
Netherlands
|
–
|
-$8,761
|
-152
|
解消
|
|
|
2004
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
–
|
-$8,704
|
-151
|
解消
|
|
|
2005
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
–
|
-$6,802
|
-118
|
解消
|
|
|
2006
|
Family Capital Trust
Peabody,
Massachusetts
|
–
|
-$6,166
|
-107
|
解消
|
|
|
2007
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
–
|
-$5,822
|
-101
|
解消
|
|
|
2008
|
Clean Yield Group
Norwich,
Vermont
|
–
|
-$5,764
|
-100
|
解消
|
|
|
2009
|
MASECO Private Wealth
London,
|
–
|
-$5,437
|
-94
|
解消
|
|
|
2010
|
First Pacific Financial
Vancouver,
Washington
|
–
|
-$4,612
|
-80
|
解消
|
|
|
2011
|
Goodman Advisory Group
Needham,
Massachusetts
|
–
|
-$4,208
|
-73
|
解消
|
|
|
2012
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
–
|
-$3,900
|
-66
|
解消
|
|
|
2013
|
WestEnd Advisors
Charlotte,
North Carolina
|
–
|
-$3,113
|
-54
|
解消
|
|
|
2014
|
Portus Wealth Advisors
Charlotte,
North Carolina
|
–
|
-$2,594
|
-45
|
解消
|
|
|
2015
|
United Financial Planning Group
Hauppauge,
New York
|
–
|
-$2,536
|
-44
|
解消
|
|
|
2016
|
Security National Bank
Omaha,
Nebraska
|
–
|
-$2,421
|
-42
|
解消
|
|
|
2017
|
Synergy Investment Management
Altamonte Springs,
Florida
|
–
|
-$2,363
|
-41
|
解消
|
|
|
2018
|
Clayton Financial Group
St. Louis,
Missouri
|
–
|
-$2,191
|
-38
|
解消
|
|
|
2019
|
Leonteq Securities AG
Zurich,
Switzerland
|
–
|
-$1,614
|
-28
|
解消
|
|
|
2020
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
–
|
-$1,383
|
-24
|
解消
|
|
|
2021
|
Magnolia Wealth Management
Dothan,
Alabama
|
–
|
-$1,326
|
-23
|
解消
|
|
|
2022
|
TopTier Wealth Management
Muskego,
Wisconsin
|
–
|
-$980
|
-17
|
解消
|
|
|
2023
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
–
|
-$576
|
-10
|
解消
|
|
|
2024
|
Curio Wealth
Annapolis,
Maryland
|
–
|
-$519
|
-9
|
解消
|
|
|
2025
|
Evolution Advisers
Richmond,
Virginia
|
–
|
+$241
|
+4
|
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