|
2001
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$80.8万
|
–
|
–
|
–
|
|
|
2002
|
Westover Capital Advisors
Wilmington,
Delaware
|
$80.7万
|
-$4,818
|
-13
|
-0.7%
|
|
|
2003
|
Ranch Capital Advisors
Sarasota,
Florida
|
$80.7万
|
+$8.08万
|
+218
|
+13%
|
|
|
2004
|
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
|
$80.6万
|
-$1.37万
|
-37
|
-2%
|
|
|
2005
|
Landing Point Financial Group
Avon,
Ohio
|
$80.5万
|
-$5,189
|
-14
|
-0.7%
|
|
|
2006
|
First Interstate Bank
Billings,
Montana
|
$80.3万
|
+$6万
|
+162
|
+9%
|
|
|
2007
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$80.3万
|
-$2,965
|
-8
|
-0.4%
|
|
|
2008
|
Secure Asset Management
Troy,
Michigan
|
$80.3万
|
-$2.59万
|
-70
|
-3%
|
|
|
2009
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$80.3万
|
+$3.15万
|
+85
|
+5%
|
|
|
2010
|
1ST Source Bank
South Bend,
Indiana
|
$80.2万
|
-$2.11万
|
-57
|
-3%
|
|
|
2011
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$80.1万
|
-$6.67万
|
-180
|
-9%
|
|
|
2012
|
Prudent Man Advisors
Naperville,
Illinois
|
$80.1万
|
+$7.97万
|
+215
|
+13%
|
|
|
2013
|
Ignite Planners
San Clemente,
California
|
$80万
|
+$21.3万
|
+575
|
+43%
|
|
|
2014
|
|
$79.9万
|
+$71.3万
|
+1,923
|
新規
|
|
|
2015
|
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
|
$79.8万
|
-$24.6万
|
-665
|
-26%
|
|
|
2016
|
Founders Financial Securities
Towson,
Maryland
|
$79.6万
|
-$85.9万
|
-2,317
|
-55%
|
|
|
2017
|
Anchyra Partners
Atlanta,
Georgia
|
$79.5万
|
+$20.1万
|
+541
|
+39%
|
|
|
2018
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$79.5万
|
-$15.8万
|
-427
|
-18%
|
|
|
2019
|
Peak Asset Management
Louisville,
Colorado
|
$79.5万
|
–
|
–
|
–
|
|
|
2020
|
Northland Securities
Minneapolis,
Minnesota
|
$79.4万
|
-$12.2万
|
-330
|
-15%
|
|
|
2021
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$79.3万
|
-$2万
|
-54
|
-3%
|
|
|
2022
|
WMS Group
Folsom,
Louisiana
|
$79.1万
|
-$1.67万
|
-45
|
-2%
|
|
|
2023
|
RBA Wealth Management
Newport Beach,
California
|
$79.1万
|
-$20.7万
|
-559
|
-23%
|
|
|
2024
|
Saber Capital Management
Fuquay Varina,
North Carolina
|
$79万
|
-$275万
|
-7,426
|
-80%
|
|
|
2025
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$79万
|
-$39.1万
|
-1,055
|
-36%
|
|
