|
2001
|
Stance Capital
Boston,
Massachusetts
|
$230万
|
-$110万
|
-1,470
|
-42%
|
|
|
2002
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$230万
|
-$17.6万
|
-235
|
-11%
|
|
|
2003
|
PGIM Custom Harvest
Newark,
New Jersey
|
$229万
|
+$16.8万
|
+224
|
+13%
|
|
|
2004
|
BIP Wealth
Atlanta,
Georgia
|
$229万
|
+$51万
|
+680
|
+52%
|
|
|
2005
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$229万
|
+$37.6万
|
+501
|
+34%
|
|
|
2006
|
|
$228万
|
+$28.5万
|
+380
|
+24%
|
|
|
2007
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$228万
|
+$52.6万
|
+701
|
+55%
|
|
|
2008
|
JGP Wealth Management
Bend,
Oregon
|
$228万
|
+$19万
|
+254
|
+15%
|
|
|
2009
|
Trivant Custom Portfolio Group
San Diego,
California
|
$228万
|
+$148万
|
+1,973
|
新規
|
|
|
2010
|
HBW Advisory Services
Simi Valley,
California
|
$227万
|
+$27.4万
|
+365
|
+23%
|
|
|
2011
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$226万
|
+$2.1万
|
+28
|
+1%
|
|
|
2012
|
Private Management Group
Irvine,
California
|
$226万
|
-$3万
|
-40
|
-2%
|
|
|
2013
|
Rossby Financial
Melbourne,
Florida
|
$225万
|
+$7.5万
|
+100
|
+5%
|
|
|
2014
|
KPP Advisory Services
Louisville,
Kentucky
|
$225万
|
-$98.5万
|
-1,313
|
-40%
|
|
|
2015
|
Finer Wealth Management
Salem,
Massachusetts
|
$224万
|
-$61.3万
|
-817
|
-30%
|
|
|
2016
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$224万
|
-$2.1万
|
-28
|
-1%
|
|
|
2017
|
United Asset Strategies
Garden City,
New York
|
$224万
|
-$119万
|
-1,585
|
-45%
|
|
|
2018
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$224万
|
+$114万
|
+1,515
|
+173%
|
|
|
2019
|
Teza Capital Management
Chicago,
Illinois
|
$223万
|
+$13.9万
|
+185
|
+11%
|
|
|
2020
|
Forum Finance Group
Geneva,
|
$222万
|
-$69.9万
|
-932
|
-28%
|
|
|
2021
|
Ionic Capital Management
New York
|
$221万
|
-$63.8万
|
-851
|
-31%
|
|
|
2022
|
Capital Performance Advisors
Walnut Creek,
California
|
$221万
|
-$135万
|
-1,799
|
-48%
|
|
|
2023
|
Red Door Wealth Management
Memphis,
Tennessee
|
$221万
|
+$1.05万
|
+14
|
+0.7%
|
|
|
2024
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$221万
|
+$33.7万
|
+449
|
+31%
|
|
|
2025
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$220万
|
-$3,749
|
-5
|
-0.3%
|
|
