|
2001
|
Worth Asset Management
Dallas,
Texas
|
$23.7万
|
-$1,760
|
-24
|
-0.7%
|
|
|
2002
|
IFG Advisory
Atlanta,
Georgia
|
$23.6万
|
+$24万
|
+3,268
|
新規
|
|
|
2003
|
Channel Wealth
Santa Barbara,
California
|
$23.5万
|
-$509万
|
-69,473
|
-96%
|
|
|
2004
|
Lodestone Wealth Management
Spokane,
Washington
|
$23.5万
|
-$10.9万
|
-1,486
|
-31%
|
|
|
2005
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$23.4万
|
-$1.62万
|
-221
|
-6%
|
|
|
2006
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$23.4万
|
-$3.09万
|
-422
|
-12%
|
|
|
2007
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$23.2万
|
+$4,033
|
+55
|
+2%
|
|
|
2008
|
Monte Financial Group
Guilford,
Connecticut
|
$23.1万
|
–
|
–
|
–
|
|
|
2009
|
Traveka Wealth
Los Altos,
California
|
$23.1万
|
-$1.31万
|
-179
|
-5%
|
|
|
2010
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$23.1万
|
+$1.88万
|
+257
|
+9%
|
|
|
2011
|
City National Bank of Florida
Miami,
Florida
|
$23.1万
|
+$23.4万
|
+3,195
|
新規
|
|
|
2012
|
Integrity Wealth Solutions
Denver,
Colorado
|
$23万
|
-$2.87万
|
-391
|
-11%
|
|
|
2013
|
Compass Financial Management
Tampa,
Florida
|
$23万
|
+$23.4万
|
+3,191
|
新規
|
|
|
2014
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$23万
|
-$8,286
|
-113
|
-3%
|
|
|
2015
|
Cambient Family Office
Ada,
Michigan
|
$22.9万
|
+$23.3万
|
+3,173
|
新規
|
|
|
2016
|
CenterStar Asset Management
Chicago,
Illinois
|
$22.8万
|
+$23.3万
|
+3,176
|
新規
|
|
|
2017
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$22.8万
|
–
|
–
|
–
|
|
|
2018
|
Eagle Bay Advisors
New York
|
$22.8万
|
-$5.45万
|
-743
|
-19%
|
|
|
2019
|
Carlson Financial
Canby,
Oregon
|
$22.7万
|
-$3.26万
|
-445
|
-12%
|
|
|
2020
|
BCGM Wealth Management
Lafayette,
Indiana
|
$22.7万
|
+$1.68万
|
+229
|
+8%
|
|
|
2021
|
Crown Wealth Group
Charlotte,
North Carolina
|
$22.7万
|
-$1,320
|
-18
|
-0.6%
|
|
|
2022
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$22.7万
|
+$3,740
|
+51
|
+2%
|
|
|
2023
|
Power Wealth Management
Alpharetta,
Georgia
|
$22.7万
|
-$6.54万
|
-892
|
-22%
|
|
|
2024
|
|
$22.7万
|
-$7,846
|
-107
|
-3%
|
|
|
2025
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$22.6万
|
-$3,006
|
-41
|
-1%
|
|
