|
2001
|
Centerpoint Advisors
Needham,
Massachusetts
|
US$8천
|
–
|
–
|
–
|
|
|
2002
|
Allied Private Wealth
Boca Raton,
Florida
|
US$7.9천
|
+US$7.23천
|
+129
|
신규
|
|
|
2003
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
US$7.4천
|
+US$6.84천
|
+122
|
신규
|
|
|
2004
|
Investors Portfolio Services
Puyallup,
Washington
|
US$6.89천
|
–
|
–
|
–
|
|
|
2005
|
Community Financial Services Group
Newport,
Vermont
|
US$6.75천
|
–
|
–
|
–
|
|
|
2006
|
Principia Wealth Advisory
Dallas,
Texas
|
US$6.58천
|
+US$336
|
+6
|
+6%
|
|
|
2007
|
Meramec Financial Planners
Saint Louis,
Missouri
|
US$6.35천
|
-US$3.25천
|
-58
|
-37%
|
|
|
2008
|
Planning Strategies
Lancaster,
Pennsylvania
|
US$6.22천
|
+US$5.77천
|
+103
|
신규
|
|
|
2009
|
Burk Holdings
Tulsa,
Oklahoma
|
US$6.1천
|
–
|
–
|
–
|
|
|
2010
|
Clark Wealth Partners
O'fallon,
Illinois
|
US$6.09천
|
–
|
–
|
–
|
|
|
2011
|
Stance Capital
Boston,
Massachusetts
|
US$6.04천
|
+US$5.6천
|
+100
|
신규
|
|
|
2012
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
US$5.92천
|
-US$1.12만
|
-200
|
-67%
|
|
|
2013
|
IMA Advisory Services
Denver,
Colorado
|
US$5.85천
|
+US$5.38천
|
+96
|
신규
|
|
|
2014
|
TFC Financial Management
Boston,
Massachusetts
|
US$5.8천
|
+US$953
|
+17
|
+22%
|
|
|
2015
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
US$5.56천
|
-US$177만
|
-31,564
|
-100%
|
|
|
2016
|
Downshift Financial
Boulder,
Colorado
|
US$5.07천
|
+US$4.71천
|
+84
|
신규
|
|
|
2017
|
TD Capital Management
Memphis,
Tennessee
|
US$5천
|
+US$56
|
+1
|
+1%
|
|
|
2018
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
US$4.84천
|
–
|
–
|
–
|
|
|
2019
|
Gleason Group
Prospect,
Kentucky
|
US$4.77천
|
+US$4.43천
|
+79
|
신규
|
|
|
2020
|
Financial Management Professionals
Austin,
Texas
|
US$4.69천
|
–
|
–
|
–
|
|
|
2021
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
US$4.35천
|
+US$1.96천
|
+35
|
+95%
|
|
|
2022
|
HFM Investment Advisors
Glassboro,
New Jersey
|
US$3.93천
|
+US$1.96천
|
+35
|
+117%
|
|
|
2023
|
Granite FO LLC
Bedford,
New Hampshire
|
US$3.87천
|
–
|
–
|
–
|
|
|
2024
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
US$3.84천
|
–
|
–
|
–
|
|
|
2025
|
Phillip James Consulting
Plymouth,
Minnesota
|
US$3.8천
|
–
|
–
|
–
|
|
