|
2001
|
Weaver Capital Management
Suwanee,
Georgia
|
$478万
|
–
|
–
|
–
|
|
|
2002
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$476万
|
+$176万
|
+2,871
|
+51%
|
|
|
2003
|
AXS Investments
Port Chester,
New York
|
$476万
|
+$23.9万
|
+391
|
+5%
|
|
|
2004
|
Leelyn Smith
Geneva,
Illinois
|
$476万
|
+$20.8万
|
+340
|
+4%
|
|
|
2005
|
Quotient Wealth Partners
Dallas,
Texas
|
$475万
|
-$29.2万
|
-477
|
-5%
|
|
|
2006
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$475万
|
+$62.5万
|
+1,022
|
+14%
|
|
|
2007
|
Cohen Capital Management
Corte Madera,
California
|
$475万
|
+$6.85万
|
+112
|
+1%
|
|
|
2008
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$474万
|
-$60.5万
|
-990
|
-11%
|
|
|
2009
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$474万
|
+$54.5万
|
+892
|
+12%
|
|
|
2010
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$473万
|
-$38.7万
|
-633
|
-7%
|
|
|
2011
|
LRI Investments
Palm Beach Gardens,
Florida
|
$473万
|
-$22.6万
|
-370
|
-1%
|
|
|
2012
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$472万
|
–
|
–
|
–
|
|
|
2013
|
Churchill Financial Advisors
Louisville,
Kentucky
|
$471万
|
–
|
–
|
–
|
|
|
2014
|
Maridea Wealth Management
Brooklyn,
New York
|
$471万
|
+$66.8万
|
+1,093
|
+15%
|
|
|
2015
|
Perryman Financial Advisory
Dallas,
Texas
|
$470万
|
+$67.7万
|
+1,107
|
+15%
|
|
|
2016
|
Csenge Advisory Group
Clearwater,
Florida
|
$469万
|
+$9.8万
|
+160
|
+2%
|
|
|
2017
|
Cornerstone Planning
Charlotte,
North Carolina
|
$469万
|
+$3.3万
|
+54
|
+0.7%
|
|
|
2018
|
Strategy Asset Managers
Pasadena,
California
|
$468万
|
-$8.93万
|
-146
|
-2%
|
|
|
2019
|
SGL Investment Advisors
Missoula,
Montana
|
$468万
|
+$1.83万
|
+30
|
+0.4%
|
|
|
2020
|
Silver Oak Securities
Jackson,
Tennessee
|
$467万
|
+$7.77万
|
+127
|
+2%
|
|
|
2021
|
TRB Wealth Management
Houston,
Texas
|
$467万
|
-$111万
|
-1,815
|
-18%
|
|
|
2022
|
Capital City Trust
Tallahassee,
Florida
|
$467万
|
+$62.6万
|
+1,023
|
+14%
|
|
|
2023
|
|
$466万
|
+$506万
|
+8,274
|
新規
|
|
|
2024
|
Altman Advisors
Chicago,
Illinois
|
$465万
|
+$63万
|
+1,031
|
+14%
|
|
|
2025
|
Beech Hill Advisors
New York
|
$465万
|
-$5.87万
|
-96
|
-1%
|
|
