|
2001
|
Kings Path Partners
Sugar Land,
Texas
|
$11.9万
|
–
|
–
|
–
|
|
|
2002
|
Spirit of America Management Corp
Syosset,
New York
|
$11.9万
|
+$8.02万
|
+400
|
新規
|
|
|
2003
|
Centerpoint Advisors
Needham,
Massachusetts
|
$11.9万
|
–
|
–
|
–
|
|
|
2004
|
MCF Advisors
Covington,
Kentucky
|
$11.5万
|
+$7.32万
|
+365
|
+1,659%
|
|
|
2005
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$11.3万
|
-$1.16万
|
-58
|
-13%
|
|
|
2006
|
SJS Investment Consulting
Sylvania,
Ohio
|
$11.2万
|
+$4.83万
|
+241
|
+177%
|
|
|
2007
|
Mosley Wealth Management
Anaheim,
California
|
$11.2万
|
+$6.84万
|
+341
|
+974%
|
|
|
2008
|
Rialto Wealth Management
Syracuse,
New York
|
$11.2万
|
+$2.83万
|
+141
|
+60%
|
|
|
2009
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$10.6万
|
+$7.16万
|
+357
|
新規
|
|
|
2010
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$10.5万
|
+$5,614
|
+28
|
+9%
|
|
|
2011
|
Avalon Trust
Santa Fe,
New Mexico
|
$10.1万
|
–
|
–
|
–
|
|
|
2012
|
Essential Partners
Rancho Santa Fe,
California
|
$10万
|
-$203万
|
-10,146
|
-97%
|
|
|
2013
|
Manchester Capital Management
Manchester,
Vermont
|
$9.47万
|
+$2.11万
|
+105
|
+49%
|
|
|
2014
|
GoalVest Advisory
New York
|
$9.38万
|
+$1.3万
|
+65
|
+26%
|
|
|
2015
|
Kemnay Advisory Services
New York
|
$9.26万
|
-$5,213
|
-26
|
-8%
|
|
|
2016
|
Frazier Financial Advisors
Columbus,
Ohio
|
$9.16万
|
+$6,416
|
+32
|
+12%
|
|
|
2017
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$9.1万
|
+$2,807
|
+14
|
+5%
|
|
|
2018
|
Avion Wealth
The Woodlands,
Texas
|
$9万
|
+$2.47万
|
+123
|
+68%
|
|
|
2019
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$8.97万
|
+$7,419
|
+37
|
+14%
|
|
|
2020
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$8.94万
|
–
|
–
|
–
|
|
|
2021
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
$8.88万
|
+$1万
|
+50
|
+20%
|
|
|
2022
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$8.76万
|
+$1,003
|
+5
|
+2%
|
|
|
2023
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$8.55万
|
+$4,612
|
+23
|
+9%
|
|
|
2024
|
Rossby Financial
Melbourne,
Florida
|
$8.52万
|
-$15.7万
|
-784
|
-73%
|
|
|
2025
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$8.46万
|
–
|
–
|
–
|
|
