|
2001
|
Lummis Asset Management
Fort Worth,
Texas
|
$1,629
|
+$1,689
|
+4
|
新規
|
|
|
2002
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$1,225
|
+$1,267
|
+3
|
新規
|
|
|
2003
|
Parallax Volatility Advisers
San Francisco,
California
|
$1,222
|
-$22.8万
|
-541
|
-99%
|
|
|
2004
|
Mosley Wealth Management
Anaheim,
California
|
$1,222
|
-$3.08万
|
-73
|
-96%
|
|
|
2005
|
WealthCollab
Bellevue,
Washington
|
$1,222
|
-$2,534
|
-6
|
-67%
|
|
|
2006
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$1,222
|
-$1,267
|
-3
|
-50%
|
|
|
2007
|
Godfrey Financial Associates
Glenmont,
New York
|
$1,222
|
–
|
–
|
–
|
|
|
2008
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$1,222
|
–
|
–
|
–
|
|
|
2009
|
Downshift Financial
Boulder,
Colorado
|
$1,222
|
+$1,267
|
+3
|
新規
|
|
|
2010
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$1,222
|
+$1,267
|
+3
|
新規
|
|
|
2011
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$1,019
|
–
|
–
|
–
|
|
|
2012
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$1,000
|
–
|
–
|
–
|
|
|
2013
|
Pin Oak Investment Advisors
Houston,
Texas
|
$1,000
|
+$845
|
+2
|
新規
|
|
|
2014
|
DecisionPoint Financial
Mesa,
Arizona
|
$830
|
-$422
|
-1
|
-33%
|
|
|
2015
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$816
|
–
|
–
|
–
|
|
|
2016
|
Monetary Solutions
Dayton,
Ohio
|
$815
|
–
|
–
|
–
|
|
|
2017
|
Seneschal Advisors
Tacoma,
Washington
|
$815
|
–
|
–
|
–
|
|
|
2018
|
Breakwater Investment Management
Seattle,
Washington
|
$815
|
+$422
|
+1
|
+100%
|
|
|
2019
|
Financial Gravity Companies
Lakeway,
Texas
|
$815
|
+$845
|
+2
|
新規
|
|
|
2020
|
Investors Portfolio Services
Puyallup,
Washington
|
$793
|
–
|
–
|
–
|
|
|
2021
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$416
|
+$422
|
+1
|
新規
|
|
|
2022
|
3 Factor Indexing
Sacramento,
California
|
$408
|
–
|
–
|
–
|
|
|
2023
|
West Branch Capital
Amherst,
Massachusetts
|
$408
|
–
|
–
|
–
|
|
|
2024
|
Hoey Investments
Coatesville,
Pennsylvania
|
$408
|
+$422
|
+1
|
新規
|
|
|
2025
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$408
|
+$422
|
+1
|
新規
|
|
