|
2001
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$57.2万
|
-$2,623
|
-29
|
-0.4%
|
|
|
2002
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$57.2万
|
-$5.92万
|
-655
|
-9%
|
|
|
2003
|
|
$57.1万
|
-$1.13万
|
-125
|
-2%
|
|
|
2004
|
Asset Planning Inc
Cypress,
California
|
$57万
|
+$2,895
|
+32
|
+0.5%
|
|
|
2005
|
Level Financial Advisors
East Amherst,
New York
|
$57万
|
–
|
–
|
–
|
|
|
2006
|
Creekside Partners
Petaluma,
California
|
$57万
|
–
|
–
|
–
|
|
|
2007
|
DiPaolo Financial Group
Lutz,
Florida
|
$57万
|
–
|
–
|
–
|
|
|
2008
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$56.9万
|
+$58.7万
|
+6,485
|
新規
|
|
|
2009
|
Park Place Capital
Homewood,
Alabama
|
$56.8万
|
-$83.8万
|
-9,269
|
-59%
|
|
|
2010
|
Maple Capital Management
Montpelier,
Vermont
|
$56.8万
|
-$2.01万
|
-222
|
-3%
|
|
|
2011
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$56.8万
|
–
|
–
|
–
|
|
|
2012
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$56.7万
|
+$4,161
|
+46
|
+0.7%
|
|
|
2013
|
Adelphi Trust
Saint Petersburg,
Florida
|
$56.5万
|
+$1.57万
|
+174
|
+3%
|
|
|
2014
|
Marble Wealth
Montgomery,
Alabama
|
$56.4万
|
-$543
|
-6
|
-0.1%
|
|
|
2015
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$56.3万
|
-$6,332
|
-70
|
-1%
|
|
|
2016
|
Argentarii
Cincinnati,
Ohio
|
$56.2万
|
-$3.91万
|
-432
|
-6%
|
|
|
2017
|
MOR Wealth Management
Philadelphia,
Pennsylvania
|
$56.2万
|
+$57.9万
|
+6,404
|
新規
|
|
|
2018
|
North Star Asset Management
Neenah,
Wisconsin
|
$56.2万
|
-$995
|
-11
|
-0.2%
|
|
|
2019
|
Drive Wealth Management
Lehi,
Utah
|
$56.1万
|
+$4.19万
|
+463
|
+8%
|
|
|
2020
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
$56万
|
–
|
–
|
–
|
|
|
2021
|
Hilltop National Bank
Casper,
Wyoming
|
$55.9万
|
+$3.03万
|
+335
|
+6%
|
|
|
2022
|
Wealthspan Partners
Davenport,
Iowa
|
$55.8万
|
-$3.03万
|
-335
|
-5%
|
|
|
2023
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$55.8万
|
+$2.68万
|
+296
|
+5%
|
|
|
2024
|
Income Insurance Ltd
Singapore,
|
$55.8万
|
+$1.81万
|
+200
|
+3%
|
|
|
2025
|
Sara-Bay Financial
Sarasota,
Florida
|
$55.7万
|
+$5.82万
|
+643
|
+11%
|
|
