|
2001
|
Washington Trust
Westerly,
Rhode Island
|
$57.1万
|
–
|
–
|
–
|
|
|
2002
|
Sargent Investment Group
Bethesda,
Maryland
|
$56.9万
|
+$84
|
+1
|
+0%
|
|
|
2003
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$56.9万
|
–
|
–
|
–
|
|
|
2004
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$56.8万
|
-$7.61万
|
-904
|
-12%
|
|
|
2005
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$56.8万
|
-$25.9万
|
-3,079
|
-32%
|
|
|
2006
|
Twele Capital Management
Minnetonka,
Minnesota
|
$56.7万
|
-$1.69万
|
-201
|
-3%
|
|
|
2007
|
JGP Wealth Management
Bend,
Oregon
|
$56.7万
|
-$2.47万
|
-294
|
-4%
|
|
|
2008
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$56.7万
|
–
|
–
|
–
|
|
|
2009
|
PW Advisors
Tallahassee,
Florida
|
$56.7万
|
-$4.81万
|
-572
|
-8%
|
|
|
2010
|
Welch & Forbes
Boston,
Massachusetts
|
$56.6万
|
+$1.41万
|
+168
|
+3%
|
|
|
2011
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$56.6万
|
+$3.53万
|
+419
|
+7%
|
|
|
2012
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$56.5万
|
+$2.26万
|
+268
|
+4%
|
|
|
2013
|
Chapman Financial Group
Kailua,
Hawaii
|
$56.5万
|
–
|
–
|
–
|
|
|
2014
|
Prudent Investors Network
Lake Forest,
California
|
$56.4万
|
-$12.7万
|
-1,506
|
-19%
|
|
|
2015
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$56.3万
|
–
|
–
|
–
|
|
|
2016
|
Continental Investors Services
Longview,
Washington
|
$56.2万
|
-$6.14万
|
-730
|
-10%
|
|
|
2017
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$56.2万
|
+$3,955
|
+47
|
+0.7%
|
|
|
2018
|
Hamilton Wealth
Encino,
California
|
$56.1万
|
-$4.39万
|
-522
|
-7%
|
|
|
2019
|
Planned Solutions
Folsom,
California
|
$56万
|
-$14.7万
|
-1,746
|
-21%
|
|
|
2020
|
Decision Investments
San Diego,
California
|
$56万
|
-$4,544
|
-54
|
-0.8%
|
|
|
2021
|
Signature Resources Capital Management
Newport Beach,
California
|
$56万
|
+$4.83万
|
+574
|
+10%
|
|
|
2022
|
Slagle Financial
Edwardsville,
Illinois
|
$55.8万
|
+$5.07万
|
+603
|
+10%
|
|
|
2023
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$55.6万
|
+$54.3万
|
+6,458
|
新規
|
|
|
2024
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$55.6万
|
+$21.8万
|
+2,586
|
+67%
|
|
|
2025
|
Weaver Consulting Group
Huntington Beach,
California
|
$55.5万
|
+$421
|
+5
|
+0.1%
|
|
