|
2001
|
Corundum Group
Colorado Springs,
Colorado
|
$201万
|
-$1.18万
|
-55
|
-0.7%
|
|
|
2002
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$201万
|
+$3.81万
|
+177
|
+2%
|
|
|
2003
|
Atalanta Sosnoff Capital
New York
|
$201万
|
-$5816万
|
-270,349
|
-97%
|
|
|
2004
|
World Equity Group
Schaumburg,
Illinois
|
$201万
|
+$2.07万
|
+96
|
+1%
|
|
|
2005
|
InvesTrust
Oklahoma City,
Oklahoma
|
$201万
|
-$4.65万
|
-216
|
-3%
|
|
|
2006
|
Mendel Capital Management
Little Rock,
Arkansas
|
$200万
|
+$2,151
|
+10
|
+0.1%
|
|
|
2007
|
|
$200万
|
+$4,303
|
+20
|
+0.3%
|
|
|
2008
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$200万
|
+$7.1万
|
+330
|
+4%
|
|
|
2009
|
JT Stratford LLC
Gainesville,
Georgia
|
$199万
|
-$2.54万
|
-118
|
-1%
|
|
|
2010
|
Algert Global
San Francisco,
California
|
$199万
|
-$2.24万
|
-104
|
-1%
|
|
|
2011
|
MRA Advisory Group
Parsippany,
New Jersey
|
$198万
|
+$112万
|
+5,215
|
+195%
|
|
|
2012
|
LFG Wealth Partners
Elizabethtown,
Kentucky
|
$198万
|
+$20.7万
|
+961
|
+14%
|
|
|
2013
|
MBL Wealth
Charlotte,
North Carolina
|
$198万
|
-$21.2万
|
-984
|
-11%
|
|
|
2014
|
Legacy Trust
Grand Rapids,
Michigan
|
$198万
|
-$6.8万
|
-316
|
-4%
|
|
|
2015
|
Westfield Capital Management
Boston,
Massachusetts
|
$198万
|
-$59.5万
|
-2,765
|
-26%
|
|
|
2016
|
Wakefield Asset Management
Englewood,
Colorado
|
$197万
|
+$2,151
|
+10
|
+0.1%
|
|
|
2017
|
TRB Wealth Management
Houston,
Texas
|
$197万
|
-$108万
|
-5,019
|
-39%
|
|
|
2018
|
Quest Investment Management
Lake Oswego,
Oregon
|
$197万
|
–
|
–
|
–
|
|
|
2019
|
Colonial Trust
Spartanburg,
South Carolina
|
$197万
|
-$37.6万
|
-1,749
|
-18%
|
|
|
2020
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$196万
|
+$4.32万
|
+201
|
+3%
|
|
|
2021
|
Redmond Asset Management
Henrico,
Virginia
|
$196万
|
-$5.36万
|
-249
|
-3%
|
|
|
2022
|
Concord Wealth Partners
Abingdon,
Virginia
|
$196万
|
+$1.2万
|
+56
|
+0.7%
|
|
|
2023
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$196万
|
-$3.23万
|
-150
|
-2%
|
|
|
2024
|
Coyle Financial Counsel
Glenview,
Illinois
|
$196万
|
+$2.26万
|
+105
|
+1%
|
|
|
2025
|
Serenity Investment Advisors
Chicago,
Illinois
|
$196万
|
+$4,088
|
+19
|
+0.3%
|
|
