|
2001
|
RDA Financial Network
Akron,
Iowa
|
$40.4万
|
-$12.7万
|
-931
|
-21%
|
|
|
2002
|
Successful Portfolios
Clearwater,
Florida
|
$40.3万
|
–
|
–
|
–
|
|
|
2003
|
Kure Advisory
Plymouth,
Minnesota
|
$40.3万
|
-$7,094
|
-52
|
-1%
|
|
|
2004
|
Ionic Capital Management
New York
|
$40.3万
|
-$6.82万
|
-500
|
-13%
|
|
|
2005
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$40.2万
|
+$6,957
|
+51
|
+2%
|
|
|
2006
|
NFP Retirement Inc
Aliso Viejo,
California
|
$40.2万
|
+$5.72万
|
+419
|
+14%
|
|
|
2007
|
ProVise Management Group
Clearwater,
Florida
|
$40.1万
|
–
|
–
|
–
|
|
|
2008
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$40.1万
|
+$6.34万
|
+465
|
+16%
|
|
|
2009
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$40.1万
|
-$57.9万
|
-4,244
|
-55%
|
|
|
2010
|
Wellington Shields Capital Management
New York
|
$40.1万
|
-$46.6万
|
-3,414
|
-50%
|
|
|
2011
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$40万
|
-$10.2万
|
-750
|
-18%
|
|
|
2012
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$40万
|
-$12.8万
|
-941
|
-22%
|
|
|
2013
|
Affinity Capital Advisors
Berkeley,
California
|
$40万
|
-$29.8万
|
-2,188
|
-42%
|
|
|
2014
|
|
$39.9万
|
-$14.1万
|
-1,030
|
-23%
|
|
|
2015
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$39.9万
|
-$2.51万
|
-184
|
-5%
|
|
|
2016
|
Kimelman & Baird
New York
|
$39.8万
|
+$12.8万
|
+939
|
+38%
|
|
|
2017
|
Avalon Capital Management
Port Of Redwood City,
California
|
$39.6万
|
–
|
–
|
–
|
|
|
2018
|
Variant Private Wealth
Tysons,
Virginia
|
$39.6万
|
-$1,091
|
-8
|
-0.2%
|
|
|
2019
|
Limestone Investment Advisors
New York
|
$39.6万
|
-$18.7万
|
-1,370
|
-29%
|
|
|
2020
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$39.3万
|
+$4,638
|
+34
|
+1%
|
|
|
2021
|
Choate Investment Advisors
Boston,
Massachusetts
|
$39.3万
|
+$1.64万
|
+120
|
+4%
|
|
|
2022
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$39.2万
|
+$10.4万
|
+759
|
+29%
|
|
|
2023
|
Jag Capital Management
St Louis,
Missouri
|
$39.2万
|
–
|
–
|
–
|
|
|
2024
|
3Chopt Investment Partners
Richmond,
Virginia
|
$39.2万
|
+$8.57万
|
+628
|
+23%
|
|
|
2025
|
Terril Brothers
St. Louis,
Missouri
|
$39.2万
|
–
|
–
|
–
|
|
