|
2001
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$44.4万
|
–
|
–
|
–
|
|
|
2002
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$44.4万
|
-$3,834
|
-42
|
-0.9%
|
|
|
2003
|
VisionPoint Advisory Group
Dallas,
Texas
|
$44.3万
|
+$5.99万
|
+656
|
+16%
|
|
|
2004
|
Salomon & Ludwin
Richmond,
Virginia
|
$44.1万
|
+$4.36万
|
+478
|
+11%
|
|
|
2005
|
Integris Wealth Management
Monterey,
California
|
$44.1万
|
+$9,127
|
+100
|
+2%
|
|
|
2006
|
Quartz Partners
Saratoga Springs,
New York
|
$44万
|
+$1.21万
|
+133
|
+3%
|
|
|
2007
|
Brave Asset Management
Summit,
New Jersey
|
$44万
|
-$3.38万
|
-370
|
-7%
|
|
|
2008
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$44万
|
+$44.2万
|
+4,847
|
新規
|
|
|
2009
|
Unified Investment Management
Atlanta,
Georgia
|
$43.9万
|
+$19.9万
|
+2,180
|
+82%
|
|
|
2010
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$43.9万
|
+$1.38万
|
+151
|
+3%
|
|
|
2011
|
NBH Bank
Greenwood Village,
Colorado
|
$43.8万
|
+$44.1万
|
+4,830
|
新規
|
|
|
2012
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$43.8万
|
+$2.7万
|
+296
|
+7%
|
|
|
2013
|
Delta Investment Management
San Francisco,
California
|
$43.8万
|
-$9.08万
|
-995
|
-17%
|
|
|
2014
|
Magnolia Capital Management
Cold Spring,
New York
|
$43.8万
|
–
|
–
|
–
|
|
|
2015
|
Winthrop Partners - WNY
Buffalo,
New York
|
$43.7万
|
-$3.94万
|
-432
|
-8%
|
|
|
2016
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$43.5万
|
–
|
–
|
–
|
|
|
2017
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$43.4万
|
-$4.47万
|
-490
|
-9%
|
|
|
2018
|
EJMK Ventures
Itasca,
Illinois
|
$43.4万
|
-$17.4万
|
-1,911
|
-29%
|
|
|
2019
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$43.3万
|
+$2,373
|
+26
|
+0.5%
|
|
|
2020
|
ABN AMRO Bank
Amsterdam,
Netherlands
|
$43.3万
|
-$25.5万
|
-2,795
|
-37%
|
|
|
2021
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$43.3万
|
-$9,493
|
-104
|
-2%
|
|
|
2022
|
Joel Isaacson & Co
New York
|
$43.3万
|
-$1.62万
|
-177
|
-4%
|
|
|
2023
|
Persistent Asset Partners
Hong Kong
|
$43.3万
|
-$18.3万
|
-2,009
|
-30%
|
|
|
2024
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$43.1万
|
-$1.53万
|
-168
|
-3%
|
|
|
2025
|
Trilogy Capital
Irvine,
California
|
$43.1万
|
-$4.58万
|
-502
|
-10%
|
|
