|
2001
|
American Capital Advisory
Ketchum,
Idaho
|
$7.47万
|
+$7,579
|
+50
|
+12%
|
|
|
2002
|
Essential Partners
Rancho Santa Fe,
California
|
$7.33万
|
-$7.46万
|
-492
|
-52%
|
|
|
2003
|
Albion Financial Group
Salt Lake City,
Utah
|
$7.29万
|
–
|
–
|
–
|
|
|
2004
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$7.25万
|
-$12.9万
|
-854
|
-66%
|
|
|
2005
|
Optiver Holding
Amsterdam,
Netherlands
|
$7.22万
|
+$6.76万
|
+446
|
新規
|
|
|
2006
|
True Wealth Design
Akron,
Ohio
|
$7.2万
|
-$5.49万
|
-362
|
-45%
|
|
|
2007
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$7.13万
|
–
|
–
|
–
|
|
|
2008
|
McDonald Partners
Cleveland,
Ohio
|
$7.12万
|
+$6.67万
|
+440
|
新規
|
|
|
2009
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$7.09万
|
–
|
–
|
–
|
|
|
2010
|
Hartford Financial Management
Hartford,
Connecticut
|
$7.03万
|
-$606
|
-4
|
-0.9%
|
|
|
2011
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$6.99万
|
-$2,122
|
-14
|
-3%
|
|
|
2012
|
Dunhill Financial
London,
United Kingdom
|
$6.97万
|
+$1,213
|
+8
|
+2%
|
|
|
2013
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$6.9万
|
+$1.8万
|
+119
|
+39%
|
|
|
2014
|
Field & Main Bank
Henderson,
Kentucky
|
$6.88万
|
–
|
–
|
–
|
|
|
2015
|
Delta Asset Management
Memphis,
Tennessee
|
$6.74万
|
–
|
–
|
–
|
|
|
2016
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$6.69万
|
-$4.85万
|
-320
|
-44%
|
|
|
2017
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$6.57万
|
–
|
–
|
–
|
|
|
2018
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$6.57万
|
+$3,183
|
+21
|
+5%
|
|
|
2019
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$6.54万
|
–
|
–
|
–
|
|
|
2020
|
Steph & Co
Marinette,
Wisconsin
|
$6.48万
|
–
|
–
|
–
|
|
|
2021
|
Vision Financial Markets
Stamford,
Connecticut
|
$6.44万
|
–
|
–
|
–
|
|
|
2022
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$6.43万
|
-$59.1万
|
-3,896
|
-91%
|
|
|
2023
|
Anchor Bay Capital
Carlsbad,
California
|
$6.37万
|
+$5.31万
|
+350
|
新規
|
|
|
2024
|
Prosperity Bancshares
Houston,
Texas
|
$6.33万
|
–
|
–
|
–
|
|
|
2025
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$6.28万
|
–
|
–
|
–
|
|
