|
2001
|
Boston Family Office
Boston,
Massachusetts
|
$32万
|
-$4,012
|
-14
|
-1%
|
|
|
2002
|
Summit Financial Strategies
Columbus,
Ohio
|
$31.7万
|
+$4,012
|
+14
|
+1%
|
|
|
2003
|
MASECO Private Wealth
London,
|
$31.6万
|
+$1.6万
|
+56
|
+6%
|
|
|
2004
|
Valley Financial Group
Ambler,
Pennsylvania
|
$31.6万
|
-$860
|
-3
|
-0.3%
|
|
|
2005
|
First Pacific Financial
Vancouver,
Washington
|
$31.4万
|
-$1.98万
|
-69
|
-6%
|
|
|
2006
|
VERITY Wealth Advisors
Sausalito,
United States
|
$31.4万
|
+$5,732
|
+20
|
+2%
|
|
|
2007
|
Foster Group
West Des Moines,
Iowa
|
$31.3万
|
-$1.55万
|
-54
|
-5%
|
|
|
2008
|
Retirement Solution
Redmond,
Washington
|
$31.2万
|
+$4.93万
|
+172
|
+20%
|
|
|
2009
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$31.2万
|
-$2,006
|
-7
|
-0.7%
|
|
|
2010
|
Elevate Wealth Advisory
Athens,
Georgia
|
$31.2万
|
–
|
–
|
–
|
|
|
2011
|
Old Peak Finance
Chapel Hill,
North Carolina
|
$31.1万
|
–
|
–
|
–
|
|
|
2012
|
Adkins Seale Capital Management
Shreveport,
Louisiana
|
$31万
|
+$1.81万
|
+63
|
+7%
|
|
|
2013
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$31万
|
+$29.3万
|
+1,022
|
新規
|
|
|
2014
|
FLC Capital Advisors
Palm Desert,
California
|
$30.9万
|
–
|
–
|
–
|
|
|
2015
|
Integrity Investment Advisors
Fort Collins,
Colorado
|
$30.8万
|
+$860
|
+3
|
+0.3%
|
|
|
2016
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$30.6万
|
-$1,146
|
-4
|
-0.4%
|
|
|
2017
|
Penney Financial
Houston,
Texas
|
$30.5万
|
-$671万
|
-23,411
|
-96%
|
|
|
2018
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$30.4万
|
-$9.11万
|
-318
|
-24%
|
|
|
2019
|
Carson Advisory
Athens,
Georgia
|
$30.4万
|
+$2.21万
|
+77
|
+8%
|
|
|
2020
|
Ceeto Capital Group
Coral Gables,
Florida
|
$30.3万
|
–
|
–
|
–
|
|
|
2021
|
CAP Partners LLC
Franklin,
Tennessee
|
$30.1万
|
–
|
–
|
–
|
|
|
2022
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$30万
|
-$3.3万
|
-115
|
-10%
|
|
|
2023
|
Sims Investment Management
Cincinnati,
Ohio
|
$30万
|
-$1.32万
|
-46
|
-4%
|
|
|
2024
|
Walker Financial Services
Bowling Green,
Kentucky
|
$30万
|
+$860
|
+3
|
+0.3%
|
|
|
2025
|
Kane Co Wealth Management
Johnston,
Iowa
|
$30万
|
–
|
–
|
–
|
|
