|
2001
|
Merrithew & Thorsten Inc
San Diego,
California
|
$32.8万
|
–
|
–
|
–
|
|
|
2002
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$32.7万
|
-$2.12万
|
-274
|
-6%
|
|
|
2003
|
Polaris Investment Advisors
Framingham,
Massachusetts
|
$32.6万
|
-$14.7万
|
-1,900
|
-32%
|
|
|
2004
|
55 North Private Wealth
Winter Park,
Florida
|
$32.6万
|
-$13.5万
|
-1,742
|
-30%
|
|
|
2005
|
American Financial & Tax Strategies
New York
|
$32.5万
|
–
|
–
|
–
|
|
|
2006
|
Acima Private Wealth
Richmond,
Virginia
|
$32.5万
|
–
|
–
|
–
|
|
|
2007
|
Auctus Advisors
Charlotte,
North Carolina
|
$32.5万
|
–
|
–
|
–
|
|
|
2008
|
Powerhouse Assets
Lincoln,
Massachusetts
|
$32.4万
|
+$233
|
+3
|
+0.1%
|
|
|
2009
|
M Wealth Management LLC
San Diego,
California
|
$32.4万
|
+$1,085
|
+14
|
+0.3%
|
|
|
2010
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$32.4万
|
+$6.36万
|
+821
|
+26%
|
|
|
2011
|
Old Port Advisors
Portland,
Maine
|
$32.3万
|
-$3,876
|
-50
|
-1%
|
|
|
2012
|
Glassman Wealth Services
Vienna,
Virginia
|
$32.2万
|
+$310
|
+4
|
+0.1%
|
|
|
2013
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$32.2万
|
–
|
–
|
–
|
|
|
2014
|
Cypress Point Wealth Management
Dallas,
Texas
|
$32.2万
|
–
|
–
|
–
|
|
|
2015
|
Courage Miller Partners
Norfolk,
Virginia
|
$32.2万
|
–
|
–
|
–
|
|
|
2016
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$32.1万
|
+$30.7万
|
+3,962
|
新規
|
|
|
2017
|
Sankala Group
Lyons,
Colorado
|
$32万
|
-$3.54万
|
-456
|
-11%
|
|
|
2018
|
Clarendon Private
Boston,
Massachusetts
|
$31.9万
|
+$775
|
+10
|
+0.3%
|
|
|
2019
|
Tortoise Investment Management
White Plains,
New York
|
$31.9万
|
+$78
|
+1
|
+0%
|
|
|
2020
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$31.9万
|
–
|
–
|
–
|
|
|
2021
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
$31.9万
|
+$310
|
+4
|
+0.1%
|
|
|
2022
|
Solstein Capital
Menlo Park,
California
|
$31.8万
|
+$1.21万
|
+156
|
+4%
|
|
|
2023
|
Integris Wealth Management
Monterey,
California
|
$31.8万
|
–
|
–
|
–
|
|
|
2024
|
Red Mountain Financial
Fort Collins,
Colorado
|
$31.7万
|
+$4.4万
|
+568
|
+17%
|
|
|
2025
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$31.6万
|
+$30.4万
|
+3,924
|
新規
|
|
