|
2001
|
Bare Financial Services
Gap,
Pennsylvania
|
$1.98万
|
+$1.53万
|
+147
|
+397%
|
|
|
2002
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
$1.98万
|
–
|
–
|
–
|
|
|
2003
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$1.95万
|
+$6,237
|
+60
|
+50%
|
|
|
2004
|
West Branch Capital
Amherst,
Massachusetts
|
$1.94万
|
–
|
–
|
–
|
|
|
2005
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$1.93万
|
+$104
|
+1
|
+0.6%
|
|
|
2006
|
Fedenia Advisers
Madison,
Wisconsin
|
$1.9万
|
+$1.84万
|
+177
|
新規
|
|
|
2007
|
Frazier Financial Advisors
Columbus,
Ohio
|
$1.89万
|
-$312
|
-3
|
-2%
|
|
|
2008
|
Prosperity Bancshares
Houston,
Texas
|
$1.78万
|
-$5.19万
|
-499
|
-75%
|
|
|
2009
|
Abound Wealth Management
Franklin,
Tennessee
|
$1.78万
|
-$2.15万
|
-207
|
-56%
|
|
|
2010
|
Adkins Seale Capital Management
Shreveport,
Louisiana
|
$1.76万
|
–
|
–
|
–
|
|
|
2011
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$1.76万
|
+$1,455
|
+14
|
+9%
|
|
|
2012
|
|
$1.73万
|
+$520
|
+5
|
+3%
|
|
|
2013
|
TD Capital Management
Memphis,
Tennessee
|
$1.72万
|
+$208
|
+2
|
+1%
|
|
|
2014
|
Crewe Advisors
Salt Lake City,
Utah
|
$1.68万
|
+$9,252
|
+89
|
+133%
|
|
|
2015
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$1.68万
|
+$1.43万
|
+138
|
+767%
|
|
|
2016
|
Abound Financial
Granite Bay,
California
|
$1.66万
|
–
|
–
|
–
|
|
|
2017
|
CrossGen Wealth
Greenville,
North Carolina
|
$1.65万
|
+$312
|
+3
|
+2%
|
|
|
2018
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$1.62万
|
+$728
|
+7
|
+5%
|
|
|
2019
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$1.58万
|
-$1.87万
|
-180
|
-55%
|
|
|
2020
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1.58万
|
+$1,247
|
+12
|
+9%
|
|
|
2021
|
J. Safra Asset Management
New York
|
$1.55万
|
–
|
–
|
–
|
|
|
2022
|
Hughes Financial Services
Herndon,
Virginia
|
$1.52万
|
+$6,237
|
+60
|
+74%
|
|
|
2023
|
BFSG LLC
Irvine,
California
|
$1.5万
|
-$2,079
|
-20
|
-13%
|
|
|
2024
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$1.49万
|
+$1.04万
|
+100
|
+256%
|
|
|
2025
|
Sunrise Financial Services
Burien,
Washington
|
$1.47万
|
–
|
–
|
–
|
|
