|
2001
|
Whipplewood Advisors
Littleton,
Colorado
|
$4,186
|
-$8,285
|
-37
|
-69%
|
|
|
2002
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$4,000
|
–
|
–
|
–
|
|
|
2003
|
Elevated Capital Advisors
Sandy,
Utah
|
$3,940
|
–
|
–
|
–
|
|
|
2004
|
WestEnd Advisors
Charlotte,
North Carolina
|
$3,693
|
+$448
|
+2
|
+15%
|
|
|
2005
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$3,498
|
-$35万
|
-1,561
|
-10%
|
|
|
2006
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$3,479
|
+$3,135
|
+14
|
新規
|
|
|
2007
|
Granite FO LLC
Bedford,
New Hampshire
|
$3,447
|
–
|
–
|
–
|
|
|
2008
|
MTM Investment Management
Spartanburg,
South Carolina
|
$3,447
|
–
|
–
|
–
|
|
|
2009
|
CKW Financial Group
Honolulu,
Hawaii
|
$3,000
|
+$2,687
|
+12
|
新規
|
|
|
2010
|
GoalVest Advisory
New York
|
$2,955
|
+$2,687
|
+12
|
新規
|
|
|
2011
|
FWL Investment Management
Dallas,
Texas
|
$2,708
|
+$2,463
|
+11
|
新規
|
|
|
2012
|
Fiduciary Advisors Inc
St. Louis,
Missouri
|
$2,463
|
+$2,239
|
+10
|
新規
|
|
|
2013
|
Purpose Unlimited Inc
Toronto,
|
$2,460
|
-$1,567
|
-7
|
-41%
|
|
|
2014
|
DecisionPoint Financial
Mesa,
Arizona
|
$2,265
|
+$896
|
+4
|
+80%
|
|
|
2015
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$2,216
|
+$2,015
|
+9
|
新規
|
|
|
2016
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$2,121
|
–
|
–
|
–
|
|
|
2017
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$2,096
|
+$2,015
|
+9
|
新規
|
|
|
2018
|
Advocate Investing Services
Woodbine,
Maryland
|
$1,970
|
–
|
–
|
–
|
|
|
2019
|
PayPay Securities
Tokyo,
Japan
|
$1,970
|
–
|
–
|
–
|
|
|
2020
|
Kings Path Partners
Sugar Land,
Texas
|
$1,970
|
+$1,791
|
+8
|
新規
|
|
|
2021
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$1,724
|
–
|
–
|
–
|
|
|
2022
|
Financial Network Wealth Advisors
Murray,
Utah
|
$1,724
|
+$448
|
+2
|
+40%
|
|
|
2023
|
Torren Management
San Diego,
California
|
$1,297
|
–
|
–
|
–
|
|
|
2024
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$1,241
|
+$1,120
|
+5
|
新規
|
|
|
2025
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$1,232
|
–
|
–
|
–
|
|
