|
2001
|
First United Bank & Trust
Oakland,
Maryland
|
$25.7万
|
-$2,814
|
-49
|
-1%
|
|
|
2002
|
Fagan Associates
Troy,
New York
|
$25.7万
|
–
|
–
|
–
|
|
|
2003
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$25.6万
|
–
|
–
|
–
|
|
|
2004
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$25.6万
|
–
|
–
|
–
|
|
|
2005
|
VeraBank
Henderson,
Texas
|
$25.5万
|
-$1.52万
|
-265
|
-6%
|
|
|
2006
|
Element Wealth
Ridgeland,
Mississippi
|
$25.5万
|
-$6,259
|
-109
|
-2%
|
|
|
2007
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$25.5万
|
-$3.62万
|
-630
|
-12%
|
|
|
2008
|
Wallace Advisory Group
Lafayette,
California
|
$25.4万
|
-$7,178
|
-125
|
-3%
|
|
|
2009
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$25.4万
|
-$219万
|
-38,097
|
-90%
|
|
|
2010
|
Cogent Strategic Wealth
Chicago,
Illinois
|
$25.4万
|
-$5.41万
|
-942
|
-18%
|
|
|
2011
|
Bellevue Asset Management
Bellevue,
Washington
|
$25.4万
|
+$287
|
+5
|
+0.1%
|
|
|
2012
|
CSM Advisors
Warrendale,
Pennsylvania
|
$25.2万
|
-$3.13万
|
-545
|
-11%
|
|
|
2013
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$25.2万
|
–
|
–
|
–
|
|
|
2014
|
Carson Advisory
Athens,
Georgia
|
$25.2万
|
+$25.1万
|
+4,371
|
新規
|
|
|
2015
|
E&G Advisors
Houston,
Texas
|
$25.1万
|
+$5,742
|
+100
|
+2%
|
|
|
2016
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$25.1万
|
+$3,043
|
+53
|
+1%
|
|
|
2017
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$25.1万
|
-$35.4万
|
-6,166
|
-59%
|
|
|
2018
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$25万
|
-$4,479
|
-78
|
-2%
|
|
|
2019
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$25万
|
-$1.29万
|
-225
|
-5%
|
|
|
2020
|
OneAscent Family Office
Birmingham,
Alabama
|
$25万
|
+$24.9万
|
+4,344
|
新規
|
|
|
2021
|
FLC Capital Advisors
Palm Desert,
California
|
$25万
|
-$2.21万
|
-385
|
-8%
|
|
|
2022
|
BlackDiamond Wealth Management
New York
|
$25万
|
+$3,905
|
+68
|
+2%
|
|
|
2023
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$24.9万
|
-$4.08万
|
-711
|
-14%
|
|
|
2024
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$24.9万
|
-$11.9万
|
-2,075
|
-32%
|
|
|
2025
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$24.8万
|
-$4.73万
|
-824
|
-16%
|
|
