|
2001
|
Register Financial Advisors
Atlanta,
Georgia
|
$39万
|
-$8.19万
|
-1,019
|
-18%
|
|
|
2002
|
RW Investment Management
Eagle,
Idaho
|
$38.9万
|
-$4.42万
|
-550
|
-10%
|
|
|
2003
|
Intrust Bank
Wichita,
Kansas
|
$38.9万
|
-$4.89万
|
-608
|
-11%
|
|
|
2004
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$38.9万
|
+$1.58万
|
+196
|
+4%
|
|
|
2005
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$38.9万
|
–
|
–
|
–
|
|
|
2006
|
Fullerton Fund Management
Singapore
|
$38.9万
|
+$37.8万
|
+4,702
|
新規
|
|
|
2007
|
Prairiewood Capital
Fargo,
North Dakota
|
$38.8万
|
+$8,438
|
+105
|
+2%
|
|
|
2008
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$38.6万
|
+$161
|
+2
|
+0%
|
|
|
2009
|
Members Trust
Tampa,
Florida
|
$38.5万
|
-$9.6万
|
-1,200
|
-20%
|
|
|
2010
|
Quantum Financial Partners
Overland Park,
Kansas
|
$38.5万
|
+$37.4万
|
+4,660
|
新規
|
|
|
2011
|
Strategic Planning Group
Bountiful,
Utah
|
$38.5万
|
-$1.66万
|
-207
|
-4%
|
|
|
2012
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$38.4万
|
-$22.5万
|
-2,795
|
-38%
|
|
|
2013
|
Steinberganna Wealth Management
Huntington,
New York
|
$38.3万
|
-$11.6万
|
-1,448
|
-24%
|
|
|
2014
|
Diesslin Group
Fort Worth,
Texas
|
$38.3万
|
–
|
–
|
–
|
|
|
2015
|
MJP Associates
Farmington,
Connecticut
|
$38万
|
+$6.4万
|
+796
|
+21%
|
|
|
2016
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$37.8万
|
+$804
|
+10
|
+0.2%
|
|
|
2017
|
Carrera Capital Advisors
Troy,
Michigan
|
$37.8万
|
-$48.7万
|
-6,056
|
-57%
|
|
|
2018
|
Golden State Wealth Management
Santa Ana,
California
|
$37.7万
|
+$8,920
|
+111
|
+2%
|
|
|
2019
|
Reflection Asset Management
Isle Of Palms,
South Carolina
|
$37.7万
|
+$5.62万
|
+699
|
+18%
|
|
|
2020
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$37.7万
|
+$402
|
+5
|
+0.1%
|
|
|
2021
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$37.7万
|
–
|
–
|
–
|
|
|
2022
|
DV Trading
Chicago,
Illinois
|
$37.7万
|
-$24万
|
-2,988
|
-40%
|
|
|
2023
|
Concentrum Wealth Management
San Jose,
California
|
$37.6万
|
+$1.21万
|
+151
|
+3%
|
|
|
2024
|
O'Rourke & Company
Boston,
Massachusetts
|
$37.5万
|
+$241
|
+3
|
+0.1%
|
|
|
2025
|
Ariadne Wealth Management
Santa Barbara,
California
|
$37.5万
|
+$11万
|
+1,372
|
+43%
|
|
