|
2001
|
Oslo Pensjonsforsikring
Oslo,
|
$20.9万
|
–
|
–
|
–
|
|
|
2002
|
Richard Young Associates
Augusta,
Georgia
|
$20.9万
|
+$20.6万
|
+2,046
|
新規
|
|
|
2003
|
Wealth Advisors Northwest
Portland,
Oregon
|
$20.9万
|
+$20.6万
|
+2,043
|
新規
|
|
|
2004
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$20.8万
|
+$20.5万
|
+2,039
|
新規
|
|
|
2005
|
Price Financial Group Wealth Management
Portland,
Oregon
|
$20.8万
|
–
|
–
|
–
|
|
|
2006
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
$20.8万
|
–
|
–
|
–
|
|
|
2007
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$20.7万
|
+$20.4万
|
+2,030
|
新規
|
|
|
2008
|
Northstar Financial Companies
Conshohocken,
Pennsylvania
|
$20.7万
|
+$20.4万
|
+2,029
|
新規
|
|
|
2009
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$20.7万
|
+$20.4万
|
+2,024
|
新規
|
|
|
2010
|
Strategic Blueprint
Atlanta,
Georgia
|
$20.7万
|
+$20.4万
|
+2,024
|
新規
|
|
|
2011
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$20.7万
|
-$24.3万
|
-2,409
|
-54%
|
|
|
2012
|
Parkshore Wealth Management
Granite Bay,
California
|
$20.6万
|
+$20.3万
|
+2,019
|
新規
|
|
|
2013
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$20.6万
|
+$20.3万
|
+2,018
|
新規
|
|
|
2014
|
Encompass Wealth Advisors
Portland,
Oregon
|
$20.6万
|
+$20.3万
|
+2,013
|
新規
|
|
|
2015
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$20.6万
|
-$6,042
|
-60
|
-3%
|
|
|
2016
|
Aspen Capital Management
Boise,
Idaho
|
$20.6万
|
+$20.3万
|
+2,011
|
新規
|
|
|
2017
|
Martel Wealth Advisors
Vancouver,
Washington
|
$20.6万
|
+$20.3万
|
+2,011
|
新規
|
|
|
2018
|
Midway Capital Research & Management
Chicago,
Illinois
|
$20.5万
|
-$3,424
|
-34
|
-2%
|
|
|
2019
|
HeadInvest LLC
Portland,
Maine
|
$20.5万
|
+$20.2万
|
+2,009
|
新規
|
|
|
2020
|
Trilogy Capital
Irvine,
California
|
$20.5万
|
-$2.82万
|
-280
|
-12%
|
|
|
2021
|
Maple Capital Management
Montpelier,
Vermont
|
$20.4万
|
+$20.2万
|
+2,001
|
新規
|
|
|
2022
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$20.4万
|
+$20.2万
|
+2,001
|
新規
|
|
|
2023
|
Napier Financial
Braintree,
Massachusetts
|
$20.4万
|
-$806
|
-8
|
-0.4%
|
|
|
2024
|
Navellier & Associates
Reno,
Nevada
|
$20.4万
|
+$20.1万
|
+2,000
|
新規
|
|
|
2025
|
Talbot Financial
Bellevue,
Washington
|
$20.4万
|
+$20.1万
|
+2,000
|
新規
|
|
