|
2001
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$298万
|
+$34.4万
|
+516
|
+14%
|
|
|
2002
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$296万
|
-$6,666
|
-10
|
-0.2%
|
|
|
2003
|
Tocqueville Asset Management
New York
|
$295万
|
+$16.4万
|
+246
|
+6%
|
|
|
2004
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$294万
|
+$1万
|
+15
|
+0.4%
|
|
|
2005
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$294万
|
+$75.5万
|
+1,132
|
+36%
|
|
|
2006
|
Moran Wealth Management
Naples,
Florida
|
$294万
|
+$190万
|
+2,857
|
+201%
|
|
|
2007
|
JB Capital
Wethersfield,
Connecticut
|
$294万
|
+$2,667
|
+4
|
+0.1%
|
|
|
2008
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$293万
|
+$2,000
|
+3
|
+0.1%
|
|
|
2009
|
Glaxis Capital Management
Sarasota,
Florida
|
$293万
|
–
|
–
|
–
|
|
|
2010
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$292万
|
-$18.1万
|
-271
|
-6%
|
|
|
2011
|
Versant Capital Management
Phoenix,
Arizona
|
$292万
|
+$135万
|
+2,032
|
+92%
|
|
|
2012
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$291万
|
+$14.9万
|
+224
|
+6%
|
|
|
2013
|
Uniting Wealth Partners
Mission,
Kansas
|
$291万
|
+$3.07万
|
+46
|
+1%
|
|
|
2014
|
Falcon Wealth Planning
Ontario,
California
|
$290万
|
-$4.8万
|
-72
|
-2%
|
|
|
2015
|
InTrack Investment Management
South Burlington,
Vermont
|
$290万
|
-$38.3万
|
-575
|
-12%
|
|
|
2016
|
Cannon Financial Strategists
Athens,
Georgia
|
$290万
|
+$6,666
|
+10
|
+0.2%
|
|
|
2017
|
Gibson Capital
Wexford,
Pennsylvania
|
$289万
|
-$19万
|
-285
|
-6%
|
|
|
2018
|
Drive Wealth Management
Lehi,
Utah
|
$288万
|
+$24.1万
|
+362
|
+9%
|
|
|
2019
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$288万
|
-$3.73万
|
-56
|
-1%
|
|
|
2020
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$288万
|
+$279万
|
+4,186
|
新規
|
|
|
2021
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$287万
|
-$6.93万
|
-104
|
-2%
|
|
|
2022
|
L & S Advisors
Los Angeles,
California
|
$287万
|
-$14万
|
-210
|
-5%
|
|
|
2023
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$287万
|
-$27.5万
|
-413
|
-9%
|
|
|
2024
|
Henson-Edgewater Management
Avon,
Ohio
|
$286万
|
+$37.2万
|
+558
|
+16%
|
|
|
2025
|
Capital Advantage
Walnut Creek,
California
|
$286万
|
+$3,333
|
+5
|
+0.1%
|
|
