|
2001
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$18.5万
|
-$1.31万
|
-33
|
-7%
|
|
|
2002
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$18.4万
|
–
|
–
|
–
|
|
|
2003
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$18万
|
+$18万
|
+454
|
新規
|
|
|
2004
|
Hollencrest Capital Management
Newport Beach,
California
|
$17.6万
|
-$25.8万
|
-651
|
-60%
|
|
|
2005
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$17.3万
|
-$3.17万
|
-80
|
-16%
|
|
|
2006
|
Heartland Advisors
Milwaukee,
Wisconsin
|
$17.3万
|
–
|
–
|
–
|
|
|
2007
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$17.1万
|
–
|
–
|
–
|
|
|
2008
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$16.8万
|
-$5,541
|
-14
|
-3%
|
|
|
2009
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$16.8万
|
+$1.03万
|
+26
|
+7%
|
|
|
2010
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$16.7万
|
+$17.8万
|
+450
|
新規
|
|
|
2011
|
Institute for Wealth Management
Denver,
Colorado
|
$16.7万
|
+$16.6万
|
+419
|
新規
|
|
|
2012
|
Tripletail Wealth Management
Orlando,
Florida
|
$16.6万
|
-$7,124
|
-18
|
-4%
|
|
|
2013
|
GFG Capital
Miami,
Florida
|
$16万
|
+$15.9万
|
+402
|
新規
|
|
|
2014
|
GW&K Investment Management
Boston,
Massachusetts
|
$15.6万
|
-$3,166
|
-8
|
-2%
|
|
|
2015
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$15.6万
|
–
|
–
|
–
|
|
|
2016
|
Bruce G. Allen Investments
Denver,
Colorado
|
$15.4万
|
-$2.85万
|
-72
|
-16%
|
|
|
2017
|
CVA Family Office
Denver,
Colorado
|
$15.3万
|
+$7,124
|
+18
|
+5%
|
|
|
2018
|
WPG Advisers
Baltimore,
Maryland
|
$15.3万
|
+$2.1万
|
+53
|
+16%
|
|
|
2019
|
SouthState Corp
Winter Haven,
Florida
|
$15.3万
|
-$2.65万
|
-67
|
-15%
|
|
|
2020
|
PFS Partners
Mine Hill,
New Jersey
|
$15万
|
+$396
|
+1
|
+0.3%
|
|
|
2021
|
High Note Wealth
Deephaven,
Minnesota
|
$14.9万
|
-$396
|
-1
|
-0.3%
|
|
|
2022
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$14.8万
|
+$396
|
+1
|
+0.3%
|
|
|
2023
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$14.2万
|
+$14.3万
|
+361
|
新規
|
|
|
2024
|
Battery Global Advisors
Boston,
Massachusetts
|
$14.2万
|
–
|
–
|
–
|
|
|
2025
|
Duncker Streett & Co
St. Louis,
Missouri
|
$14.1万
|
–
|
–
|
–
|
|
