|
2001
|
Centerpoint Advisors
Needham,
Massachusetts
|
$8,000
|
–
|
–
|
–
|
|
|
2002
|
Allied Private Wealth
Boca Raton,
Florida
|
$7,899
|
+$7,228
|
+129
|
新規
|
|
|
2003
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$7,399
|
+$6,836
|
+122
|
新規
|
|
|
2004
|
Investors Portfolio Services
Puyallup,
Washington
|
$6,894
|
–
|
–
|
–
|
|
|
2005
|
Community Financial Services Group
Newport,
Vermont
|
$6,754
|
–
|
–
|
–
|
|
|
2006
|
Principia Wealth Advisory
Dallas,
Texas
|
$6,584
|
+$336
|
+6
|
+6%
|
|
|
2007
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$6,349
|
-$3,250
|
-58
|
-37%
|
|
|
2008
|
Planning Strategies
Lancaster,
Pennsylvania
|
$6,221
|
+$5,771
|
+103
|
新規
|
|
|
2009
|
Burk Holdings
Tulsa,
Oklahoma
|
$6,100
|
–
|
–
|
–
|
|
|
2010
|
Clark Wealth Partners
O'fallon,
Illinois
|
$6,092
|
–
|
–
|
–
|
|
|
2011
|
Stance Capital
Boston,
Massachusetts
|
$6,040
|
+$5,603
|
+100
|
新規
|
|
|
2012
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$5,919
|
-$1.12万
|
-200
|
-67%
|
|
|
2013
|
IMA Advisory Services
Denver,
Colorado
|
$5,848
|
+$5,379
|
+96
|
新規
|
|
|
2014
|
TFC Financial Management
Boston,
Massachusetts
|
$5,799
|
+$953
|
+17
|
+22%
|
|
|
2015
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$5,564
|
-$177万
|
-31,564
|
-100%
|
|
|
2016
|
Downshift Financial
Boulder,
Colorado
|
$5,074
|
+$4,707
|
+84
|
新規
|
|
|
2017
|
TD Capital Management
Memphis,
Tennessee
|
$4,999
|
+$56
|
+1
|
+1%
|
|
|
2018
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$4,843
|
–
|
–
|
–
|
|
|
2019
|
Gleason Group
Prospect,
Kentucky
|
$4,772
|
+$4,427
|
+79
|
新規
|
|
|
2020
|
Financial Management Professionals
Austin,
Texas
|
$4,691
|
–
|
–
|
–
|
|
|
2021
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$4,349
|
+$1,961
|
+35
|
+95%
|
|
|
2022
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$3,926
|
+$1,961
|
+35
|
+117%
|
|
|
2023
|
Granite FO LLC
Bedford,
New Hampshire
|
$3,866
|
–
|
–
|
–
|
|
|
2024
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$3,835
|
–
|
–
|
–
|
|
|
2025
|
Phillip James Consulting
Plymouth,
Minnesota
|
$3,805
|
–
|
–
|
–
|
|
