|
2001
|
Wealth Group
Raleigh,
North Carolina
|
$53.7万
|
+$59.5万
|
+12,688
|
新規
|
|
|
2002
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$53.7万
|
-$3.32万
|
-708
|
-5%
|
|
|
2003
|
Invested Advisors
State College,
Pennsylvania
|
$53.7万
|
-$4.32万
|
-920
|
-7%
|
|
|
2004
|
Titleist Asset Management
San Antonio,
Texas
|
$53.6万
|
-$16.5万
|
-3,521
|
-22%
|
|
|
2005
|
Income Insurance Ltd
Singapore,
|
$53.5万
|
–
|
–
|
–
|
|
|
2006
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$53.3万
|
-$23.3万
|
-4,958
|
-28%
|
|
|
2007
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$53.3万
|
-$4.26万
|
-908
|
-7%
|
|
|
2008
|
Round Rock Advisors
Wilton,
Connecticut
|
$53.3万
|
+$3,143
|
+67
|
+0.5%
|
|
|
2009
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$53.2万
|
+$2,580
|
+55
|
+0.4%
|
|
|
2010
|
Proficio Capital Partners
Newton,
Massachusetts
|
$53.1万
|
+$58.9万
|
+12,551
|
新規
|
|
|
2011
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$53.1万
|
+$9.01万
|
+1,921
|
+18%
|
|
|
2012
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$53万
|
+$2.34万
|
+499
|
+4%
|
|
|
2013
|
Silvia McColl Wealth Management
San Diego,
California
|
$53万
|
–
|
–
|
–
|
|
|
2014
|
PCG Asset Management
Gladstone,
New Jersey
|
$52.9万
|
-$8,913
|
-190
|
-1%
|
|
|
2015
|
|
$52.9万
|
-$5.52万
|
-1,176
|
-9%
|
|
|
2016
|
Howland Capital Management
Boston,
Massachusetts
|
$52.8万
|
+$1,830
|
+39
|
+0.3%
|
|
|
2017
|
World Equity Group
Schaumburg,
Illinois
|
$52.8万
|
-$1.52万
|
-324
|
-3%
|
|
|
2018
|
Code Waechter
Tampa,
Florida
|
$52.7万
|
+$6.08万
|
+1,297
|
+12%
|
|
|
2019
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$52.7万
|
-$3.02万
|
-643
|
-5%
|
|
|
2020
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
$52.5万
|
+$8.04万
|
+1,713
|
+16%
|
|
|
2021
|
GTS Securities
Miami,
Florida
|
$52.4万
|
-$16.3万
|
-3,471
|
-22%
|
|
|
2022
|
Members Trust
Tampa,
Florida
|
$52.3万
|
-$5,864
|
-125
|
-1%
|
|
|
2023
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$52.3万
|
+$8,210
|
+175
|
+1%
|
|
|
2024
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$52.3万
|
-$2.02万
|
-431
|
-3%
|
|
|
2025
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$51.9万
|
-$8,163
|
-174
|
-1%
|
|
