|
2001
|
Plancorp LLC
Saint Louis,
Missouri
|
$23.9万
|
-$3.92万
|
-544
|
-15%
|
|
|
2002
|
Cypress Capital
Franklin,
Tennessee
|
$23.8万
|
+$19.4万
|
+2,698
|
新規
|
|
|
2003
|
Summit Wealth Group
White River Junction,
Vermont
|
$23.8万
|
+$19.4万
|
+2,696
|
新規
|
|
|
2004
|
Norris Perne & French
Grand Rapids,
Michigan
|
$23.7万
|
-$54.3万
|
-7,536
|
-74%
|
|
|
2005
|
Gemmer Asset Management
Walnut Creek,
California
|
$23.7万
|
+$19.4万
|
+2,690
|
新規
|
|
|
2006
|
First Bank & Trust
Brookings,
South Dakota
|
$23.5万
|
+$19.2万
|
+2,670
|
新規
|
|
|
2007
|
Walser Wealth Management
Tampa,
Florida
|
$23.5万
|
-$11.6万
|
-1,616
|
-38%
|
|
|
2008
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$23.4万
|
+$19.2万
|
+2,658
|
新規
|
|
|
2009
|
Capital Squared Financial
Rockville,
Maryland
|
$23.4万
|
+$19.2万
|
+2,658
|
新規
|
|
|
2010
|
AWM Capital
Phoenix,
Arizona
|
$23.3万
|
+$19.1万
|
+2,644
|
新規
|
|
|
2011
|
OceanIQ Capital
Palo Alto,
California
|
$23.2万
|
+$20万
|
+2,770
|
新規
|
|
|
2012
|
Sage Rhino Capital
Menlo Park,
California
|
$23.2万
|
+$18.9万
|
+2,626
|
新規
|
|
|
2013
|
Strategic Advocates
Logan,
Utah
|
$23.1万
|
+$9.07万
|
+1,258
|
+92%
|
|
|
2014
|
Connecticut Capital Management Group
Milford,
Connecticut
|
$23.1万
|
+$18.9万
|
+2,620
|
新規
|
|
|
2015
|
CCG Wealth Management
San Diego,
California
|
$23.1万
|
-$4.56万
|
-632
|
-19%
|
|
|
2016
|
American Money Management
Rancho Santa Fe,
California
|
$23万
|
+$18.8万
|
+2,612
|
新規
|
|
|
2017
|
Joel Isaacson & Co
New York
|
$23万
|
+$18.8万
|
+2,610
|
新規
|
|
|
2018
|
Texas Bank & Trust
Longview,
Texas
|
$22.9万
|
+$18.7万
|
+2,600
|
新規
|
|
|
2019
|
Yoder Wealth Management
Walnut Creek,
California
|
$22.9万
|
+$18.7万
|
+2,600
|
新規
|
|
|
2020
|
Kentucky Trust Company
Danville,
Kentucky
|
$22.8万
|
+$4.9万
|
+680
|
+36%
|
|
|
2021
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$22.8万
|
+$18.6万
|
+2,584
|
新規
|
|
|
2022
|
Sonoma Allocations
Santa Rosa,
California
|
$22.8万
|
+$19万
|
+2,632
|
新規
|
|
|
2023
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$22.6万
|
+$18.5万
|
+2,560
|
新規
|
|
|
2024
|
E Fund Management (HK)
Central,
Hong Kong
|
$22.5万
|
+$1.92万
|
+266
|
+12%
|
|
|
2025
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$22.4万
|
+$18.4万
|
+2,546
|
新規
|
|
