|
2001
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$83.1万
|
-$2.66万
|
-147
|
-3%
|
|
|
2002
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$83.1万
|
-$8.34万
|
-460
|
-8%
|
|
|
2003
|
IFG Advisory
Atlanta,
Georgia
|
$83万
|
+$103万
|
+5,664
|
新規
|
|
|
2004
|
Tandem Investment Partners
Bordentown,
New Jersey
|
$82.9万
|
-$1.27万
|
-70
|
-1%
|
|
|
2005
|
Congress Asset Management
Boston,
Massachusetts
|
$82.8万
|
-$15.2万
|
-838
|
-13%
|
|
|
2006
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$82.8万
|
-$2.14万
|
-118
|
-2%
|
|
|
2007
|
Voya Financial Advisors
Windsor,
Connecticut
|
$82万
|
-$14.2万
|
-783
|
-12%
|
|
|
2008
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$82万
|
+$26.5万
|
+1,464
|
+35%
|
|
|
2009
|
TCTC Holdings
Dallas,
Texas
|
$82万
|
+$10.1万
|
+560
|
+11%
|
|
|
2010
|
Fiscal Wisdom Wealth Management
Canton,
Connecticut
|
$81.8万
|
+$362
|
+2
|
+0%
|
|
|
2011
|
Madison Wealth Partners
Madison,
Wisconsin
|
$81.8万
|
+$36.4万
|
+2,010
|
+56%
|
|
|
2012
|
Walker Asset Management
Verona,
Missouri
|
$81.8万
|
-$1,994
|
-11
|
-0.2%
|
|
|
2013
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$81.5万
|
-$1.72万
|
-95
|
-2%
|
|
|
2014
|
Insight 2811 Inc
Chicago,
Illinois
|
$81.4万
|
+$3,262
|
+18
|
+0.3%
|
|
|
2015
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$81.3万
|
+$7.19万
|
+397
|
+8%
|
|
|
2016
|
Quantum Private Wealth
Tampa,
Florida
|
$81.3万
|
-$21.4万
|
-1,181
|
-18%
|
|
|
2017
|
One Wealth Advisors
San Francisco,
California
|
$81.3万
|
+$8.66万
|
+478
|
+9%
|
|
|
2018
|
Quantum Financial Advisors
El Segundo,
California
|
$81.2万
|
-$2,900
|
-16
|
-0.3%
|
|
|
2019
|
Register Financial Advisors
Atlanta,
Georgia
|
$81.2万
|
+$2.9万
|
+160
|
+3%
|
|
|
2020
|
Arsenal Capital Advisors
Conshohocken,
Pennsylvania
|
$81.1万
|
-$10.5万
|
-578
|
-9%
|
|
|
2021
|
TTP Investments
San Jose,
California
|
$81.1万
|
-$19.6万
|
-1,080
|
-16%
|
|
|
2022
|
SeaCrest Wealth Management
Purchase,
New York
|
$81万
|
-$47.5万
|
-2,622
|
-32%
|
|
|
2023
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$81万
|
–
|
–
|
–
|
|
|
2024
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$80.8万
|
-$2.61万
|
-144
|
-3%
|
|
|
2025
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$80.8万
|
+$11.2万
|
+620
|
+13%
|
|
