|
2001
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
US$ 108 mil
|
-US$ 2,89 mil
|
1
|
0,02%
|
Reduzida
|
|
|
2002
|
|
US$ 108 mil
|
-US$ 9,13 mil
|
1
|
0,04%
|
Reduzida
|
|
|
2003
|
Blume Capital Management
Berkeley,
California
|
US$ 106 mil
|
US$ 0
|
1
|
0,05%
|
Mantida
|
|
|
2004
|
Bollard Group
Boston,
Massachusetts
|
US$ 101 mil
|
-US$ 47,6 mil
|
1
|
0%
|
Reduzida
|
|
|
2005
|
Grace Capital
Quincy,
Massachusetts
|
US$ 98 mil
|
-US$ 124 mil
|
1
|
0,06%
|
Reduzida
|
|
|
2006
|
Proffitt & Goodson
Knoxville,
Tennessee
|
US$ 98 mil
|
US$ 0
|
1
|
0,02%
|
Mantida
|
|
|
2007
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
US$ 96,9 mil
|
+US$ 93 mil
|
1
|
0,09%
|
Nova
|
|
|
2008
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
US$ 96 mil
|
+US$ 15,1 mil
|
1
|
0,04%
|
Aumentada
|
|
|
2009
|
Lee Financial
Dallas,
Texas
|
US$ 93 mil
|
US$ 0
|
1
|
0,02%
|
Mantida
|
|
|
2010
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
US$ 92 mil
|
+US$ 3,35 mil
|
1
|
0,04%
|
Aumentada
|
|
|
2011
|
Greenhouse Wealth Management
Westport,
Connecticut
|
US$ 92 mil
|
+US$ 88,8 mil
|
1
|
0,09%
|
Nova
|
|
|
2012
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
US$ 91 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
2013
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
US$ 89 mil
|
+US$ 86 mil
|
1
|
0,03%
|
Nova
|
|
|
2014
|
Defined Wealth Management
Beaverton,
Oregon
|
US$ 86 mil
|
+US$ 82,2 mil
|
1
|
0,08%
|
Nova
|
|
|
2015
|
Moser Wealth Advisors
Bellevue,
Washington
|
US$ 85 mil
|
US$ 0
|
1
|
0,06%
|
Mantida
|
|
|
2016
|
Tarbox Family Office
Newport Beach,
California
|
US$ 82 mil
|
-US$ 31,4 mil
|
1
|
0,02%
|
Reduzida
|
|
|
2017
|
West Oak Capital
Westlake Village,
California
|
US$ 82 mil
|
+US$ 10,9 mil
|
1
|
0,04%
|
Aumentada
|
|
|
2018
|
American National Bank & Trust
Wichita Falls,
Texas
|
US$ 81 mil
|
+US$ 77,3 mil
|
1
|
0,02%
|
Nova
|
|
|
2019
|
HighMark Wealth Management
St. Paul,
Minnesota
|
US$ 79 mil
|
+US$ 76 mil
|
1
|
0,07%
|
Nova
|
|
|
2020
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
US$ 79 mil
|
+US$ 75,9 mil
|
1
|
0,04%
|
Nova
|
|
|
2021
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
US$ 79 mil
|
US$ 0
|
1
|
0%
|
Mantida
|
|
|
2022
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
US$ 78 mil
|
-US$ 6,47 mil
|
1
|
0%
|
Reduzida
|
|
|
2023
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
US$ 76 mil
|
US$ 0
|
1
|
0,05%
|
Mantida
|
|
|
2024
|
Advanced Research Investment Solutions
Los Angeles,
California
|
US$ 74 mil
|
+US$ 71 mil
|
1
|
0,11%
|
Nova
|
|
|
2025
|
IFS Advisors
Overland Park,
Kansas
|
US$ 74 mil
|
+US$ 71 mil
|
1
|
0,06%
|
Nova
|
|
