|
2001
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$1.67万
|
–
|
–
|
–
|
|
|
2002
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$1.61万
|
–
|
–
|
–
|
|
|
2003
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$1.59万
|
–
|
–
|
–
|
|
|
2004
|
WPG Advisers
Baltimore,
Maryland
|
$1.56万
|
+$1,721
|
+10
|
+12%
|
|
|
2005
|
West Branch Capital
Amherst,
Massachusetts
|
$1.55万
|
–
|
–
|
–
|
|
|
2006
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$1.53万
|
+$2,410
|
+14
|
+18%
|
|
|
2007
|
SOA Wealth Advisors
New York
|
$1.53万
|
–
|
–
|
–
|
|
|
2008
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$1.51万
|
+$1.1万
|
+64
|
+711%
|
|
|
2009
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$1.5万
|
-$8,435
|
-49
|
-36%
|
|
|
2010
|
Financial Perspectives
Minneapolis,
Minnesota
|
$1.49万
|
–
|
–
|
–
|
|
|
2011
|
Principia Wealth Advisory
Dallas,
Texas
|
$1.49万
|
+$689
|
+4
|
+5%
|
|
|
2012
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$1.44万
|
–
|
–
|
–
|
|
|
2013
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$1.42万
|
+$172
|
+1
|
+1%
|
|
|
2014
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$1.4万
|
+$1.43万
|
+83
|
新規
|
|
|
2015
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$1.37万
|
-$3,271
|
-19
|
-19%
|
|
|
2016
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Warszawa,
Poland
|
$1.35万
|
-$8,607
|
-50
|
-38%
|
|
|
2017
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$1.25万
|
–
|
–
|
–
|
|
|
2018
|
YANKCOM Partnership
Yankton,
South Dakota
|
$1.25万
|
–
|
–
|
–
|
|
|
2019
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1.25万
|
+$1,549
|
+9
|
+14%
|
|
|
2020
|
Markowski Investments
Tampa,
Florida
|
$1.25万
|
+$1.27万
|
+74
|
新規
|
|
|
2021
|
Elevation Wealth Partners
Santa Rosa,
California
|
$1.2万
|
+$6,025
|
+35
|
+97%
|
|
|
2022
|
Valued Wealth Advisors
Holladay,
Utah
|
$1.19万
|
+$1,721
|
+10
|
+16%
|
|
|
2023
|
First Financial Corp
Terre Haute,
Indiana
|
$1.17万
|
–
|
–
|
–
|
|
|
2024
|
RMG Wealth Management
Platteville,
Wisconsin
|
$1.15万
|
–
|
–
|
–
|
|
|
2025
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$1.13万
|
–
|
–
|
–
|
|
