|
2001
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
–
|
-$7.16万
|
-105
|
解消
|
|
|
2002
|
True Link Financial Advisors
San Francisco,
California
|
–
|
-$6.34万
|
-93
|
解消
|
|
|
2003
|
Kingdom Financial Group
Peoria,
Arizona
|
–
|
-$5.6万
|
-82
|
解消
|
|
|
2004
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$5.6万
|
-82
|
解消
|
|
|
2005
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$5.35万
|
-78
|
解消
|
|
|
2006
|
Elevation Wealth Partners
Santa Rosa,
California
|
–
|
-$4.98万
|
-73
|
解消
|
|
|
2007
|
Scarborough Advisors
Annapolis,
Maryland
|
–
|
-$4.21万
|
-62
|
解消
|
|
|
2008
|
Wealth Science Advisors
Alpharetta,
Georgia
|
–
|
-$3.42万
|
-60
|
解消
|
|
|
2009
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$4.03万
|
-59
|
解消
|
|
|
2010
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
–
|
-$3.21万
|
-47
|
解消
|
|
|
2011
|
|
–
|
-$3万
|
-44
|
解消
|
|
|
2012
|
WFA of San Diego
San Diego,
California
|
–
|
-$2.66万
|
-39
|
解消
|
|
|
2013
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
–
|
-$2.18万
|
-32
|
解消
|
|
|
2014
|
Operose Advisors
Milwaukee,
Wisconsin
|
–
|
-$2.18万
|
-32
|
解消
|
|
|
2015
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
–
|
-$1.5万
|
-22
|
解消
|
|
|
2016
|
Magnolia Wealth Management
Dothan,
Alabama
|
–
|
-$1.36万
|
-20
|
解消
|
|
|
2017
|
Fountainhead AM
Warren,
New Jersey
|
–
|
-$1.3万
|
-19
|
解消
|
|
|
2018
|
Sankala Group
Lyons,
Colorado
|
–
|
-$1.31万
|
-19
|
解消
|
|
|
2019
|
Clayton Financial Group
St. Louis,
Missouri
|
–
|
-$1.02万
|
-15
|
解消
|
|
|
2020
|
Chilton Capital Management
Houston,
Texas
|
–
|
-$9,552
|
-14
|
解消
|
|
|
2021
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
–
|
-$6,822
|
-10
|
解消
|
|
|
2022
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
–
|
-$6,822
|
-10
|
解消
|
|
|
2023
|
Steph & Co
Marinette,
Wisconsin
|
–
|
-$6,822
|
-10
|
解消
|
|
|
2024
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
–
|
-$3,411
|
-5
|
解消
|
|
|
2025
|
Portus Wealth Advisors
Charlotte,
North Carolina
|
–
|
-$3,411
|
-5
|
解消
|
|
