|
2001
|
Eukles Asset Management
Cincinnati,
Ohio
|
$7,648
|
-$572
|
-10
|
-6%
|
|
|
2002
|
Orion Capital Management
Coronado,
California
|
$7,382
|
+$7,948
|
+139
|
新規
|
|
|
2003
|
Kilter Group
Rhinebeck,
New York
|
$7,330
|
–
|
–
|
–
|
|
|
2004
|
Arlington Trust
Birmingham,
Alabama
|
$7,223
|
+$7,776
|
+136
|
新規
|
|
|
2005
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$7,207
|
+$7,776
|
+136
|
新規
|
|
|
2006
|
Bank & Trust Company
Litchfield,
Illinois
|
$7,117
|
–
|
–
|
–
|
|
|
2007
|
Vision Retirement
Ridgewood,
New Jersey
|
$7,010
|
-$3,030
|
-53
|
-29%
|
|
|
2008
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$6,904
|
–
|
–
|
–
|
|
|
2009
|
Aspect Partners
Fairfax,
Virginia
|
$6,705
|
+$1,372
|
+24
|
+24%
|
|
|
2010
|
Fairway Wealth
Independence,
Ohio
|
$6,373
|
+$6,861
|
+120
|
新規
|
|
|
2011
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$6,161
|
–
|
–
|
–
|
|
|
2012
|
Go Invest LLC
West Jordan,
Utah
|
$6,115
|
+$2,401
|
+42
|
+58%
|
|
|
2013
|
GHP Investment Advisors
Denver,
Colorado
|
$5,843
|
–
|
–
|
–
|
|
|
2014
|
First Pacific Financial
Vancouver,
Washington
|
$5,683
|
+$5,546
|
+97
|
+970%
|
|
|
2015
|
American Capital Advisory
Ketchum,
Idaho
|
$5,630
|
–
|
–
|
–
|
|
|
2016
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$5,311
|
-$6.4万
|
-1,120
|
-92%
|
|
|
2017
|
Abound Financial
Granite Bay,
California
|
$5,099
|
–
|
–
|
–
|
|
|
2018
|
Swan Capital
Pensacola,
Florida
|
$5,099
|
–
|
–
|
–
|
|
|
2019
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$4,814
|
-$128万
|
-22,397
|
-100%
|
|
|
2020
|
|
$4,744
|
+$2,058
|
+36
|
+68%
|
|
|
2021
|
Mosley Wealth Management
Anaheim,
California
|
$4,532
|
+$4,860
|
+85
|
新規
|
|
|
2022
|
Financial Management Professionals
Austin,
Texas
|
$4,461
|
–
|
–
|
–
|
|
|
2023
|
Miller Global Investments
Dallas,
Texas
|
$4,408
|
+$4,746
|
+83
|
新規
|
|
|
2024
|
Ankerstar Wealth
Leander,
Texas
|
$3,718
|
–
|
–
|
–
|
|
|
2025
|
Bogart Wealth LLC
Mclean,
Virginia
|
$3,640
|
+$57
|
+1
|
+1%
|
|
