|
2001
|
Aventura Private Wealth
Aventura,
Florida
|
$8.59万
|
–
|
–
|
–
|
|
|
2002
|
Signature Resources Capital Management
Newport Beach,
California
|
$8.39万
|
+$3.86万
|
+1,217
|
+85%
|
|
|
2003
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$8.26万
|
–
|
–
|
–
|
|
|
2004
|
Center for Financial Planning
Southfied,
Michigan
|
$8.24万
|
–
|
–
|
–
|
|
|
2005
|
|
$8.22万
|
+$7.93万
|
+2,499
|
新規
|
|
|
2006
|
WealthShield Partners
Cary,
North Carolina
|
$8.01万
|
-$203万
|
-63,963
|
-96%
|
|
|
2007
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
$8.01万
|
+$8.01万
|
+2,525
|
新規
|
|
|
2008
|
James T. Borello
East Dundee,
Illinois
|
$8万
|
–
|
–
|
–
|
|
|
2009
|
Gill Capital Partners
Denver,
Colorado
|
$7.9万
|
+$4.06万
|
+1,279
|
+105%
|
|
|
2010
|
Founders Capital Management (Texas)
Houston,
Texas
|
$7.61万
|
+$1.9万
|
+600
|
+33%
|
|
|
2011
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$7.6万
|
–
|
–
|
–
|
|
|
2012
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$7.53万
|
–
|
–
|
–
|
|
|
2013
|
First Bancorp
Damariscotta,
Maine
|
$7.53万
|
+$7.53万
|
+2,375
|
新規
|
|
|
2014
|
True Wealth Design
Akron,
Ohio
|
$7.5万
|
-$32.2万
|
-10,146
|
-81%
|
|
|
2015
|
EFG International
Zurich,
|
$7.13万
|
–
|
–
|
–
|
|
|
2016
|
Evermay Wealth Management
Arlington,
Virginia
|
$7.13万
|
–
|
–
|
–
|
|
|
2017
|
Napier Financial
Braintree,
Massachusetts
|
$6.77万
|
+$2.01万
|
+634
|
+42%
|
|
|
2018
|
Covestor
London,
United Kingdom
|
$6.7万
|
+$5,393
|
+170
|
+9%
|
|
|
2019
|
First Community Trust
Dubuque,
Iowa
|
$6.65万
|
–
|
–
|
–
|
|
|
2020
|
Triumph Capital Management
Denver,
Colorado
|
$6.61万
|
+$4,790
|
+151
|
+8%
|
|
|
2021
|
Nemes Rush Group
Novi,
Michigan
|
$6.45万
|
+$508
|
+16
|
+0.8%
|
|
|
2022
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$6.36万
|
+$254
|
+8
|
+0.4%
|
|
|
2023
|
SBK Financial
Richmond,
Virginia
|
$6.34万
|
+$6.34万
|
+2,000
|
新規
|
|
|
2024
|
Pin Oak Investment Advisors
Houston,
Texas
|
$6.1万
|
+$571
|
+18
|
+0.9%
|
|
|
2025
|
Van Den Berg Management I
Austin,
Texas
|
$6.02万
|
–
|
–
|
–
|
|
