|
2001
|
Duncker Streett & Co
St. Louis,
Missouri
|
$479万
|
+$34.9万
|
+482
|
+8%
|
|
|
2002
|
Insight Wealth Strategies
San Ramon,
California
|
$478万
|
-$24.6万
|
-339
|
-5%
|
|
|
2003
|
Argos Wealth Advisors
Sacramento,
California
|
$477万
|
+$77.2万
|
+1,065
|
+20%
|
|
|
2004
|
Midland Wealth Advisors
Effingham,
Illinois
|
$475万
|
-$3.34万
|
-46
|
-0.7%
|
|
|
2005
|
Prism Advisors
Studio City,
California
|
$475万
|
-$7.69万
|
-106
|
-2%
|
|
|
2006
|
Essex LLC
Deer Park,
Illinois
|
$474万
|
-$2,900
|
-4
|
-0.1%
|
|
|
2007
|
Castleview Partners
Dallas,
Texas
|
$474万
|
-$1.67万
|
-23
|
-0.4%
|
|
|
2008
|
Evensky & Katz
Coral Gables,
Florida
|
$474万
|
+$74.9万
|
+1,033
|
+19%
|
|
|
2009
|
Horizon Wealth Management
La Grange,
Illinois
|
$474万
|
+$7.61万
|
+105
|
+2%
|
|
|
2010
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$474万
|
-$353万
|
-4,869
|
-43%
|
|
|
2011
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$473万
|
-$16.6万
|
-229
|
-3%
|
|
|
2012
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$473万
|
-$8,700
|
-12
|
-0.2%
|
|
|
2013
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$472万
|
-$3.41万
|
-47
|
-0.7%
|
|
|
2014
|
North Star Asset Management
Neenah,
Wisconsin
|
$470万
|
-$10万
|
-138
|
-2%
|
|
|
2015
|
|
$470万
|
-$36万
|
-497
|
-7%
|
|
|
2016
|
Investment House LLC
Redondo Beach,
California
|
$470万
|
+$456万
|
+6,292
|
新規
|
|
|
2017
|
Tillman Hartley LLC
Denver,
Colorado
|
$468万
|
–
|
–
|
–
|
|
|
2018
|
Cooksen Wealth
The Woodlands,
Texas
|
$467万
|
+$136万
|
+1,876
|
+43%
|
|
|
2019
|
Liberty Wealth Management
Oakland,
California
|
$467万
|
–
|
–
|
–
|
|
|
2020
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$467万
|
+$193万
|
+2,658
|
+74%
|
|
|
2021
|
Councilmark Asset Management
Knoxville,
Tennessee
|
$466万
|
–
|
–
|
–
|
|
|
2022
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$466万
|
+$1.88万
|
+26
|
+0.4%
|
|
|
2023
|
SC&H Financial Advisors
Sparks,
Maryland
|
$465万
|
+$2.76万
|
+38
|
+0.6%
|
|
|
2024
|
Rebalance
Palo Alto,
California
|
$465万
|
-$96.5万
|
-1,331
|
-18%
|
|
|
2025
|
Elevation Wealth Partners
Santa Rosa,
California
|
$464万
|
-$1.09万
|
-15
|
-0.2%
|
|
