|
2001
|
Silvant Capital Management
Atlanta,
Georgia
|
$3.71万
|
–
|
–
|
–
|
|
|
2002
|
Delta Asset Management
Memphis,
Tennessee
|
$3.59万
|
-$9.13万
|
-760
|
-71%
|
|
|
2003
|
Prosperity Bancshares
Houston,
Texas
|
$3.54万
|
+$1,682
|
+14
|
+5%
|
|
|
2004
|
Cheviot Value Management
Beverly Hills,
California
|
$3.53万
|
–
|
–
|
–
|
|
|
2005
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$3.52万
|
+$240
|
+2
|
+0.7%
|
|
|
2006
|
Essential Partners
Rancho Santa Fe,
California
|
$3.46万
|
-$2.13万
|
-177
|
-38%
|
|
|
2007
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$3.41万
|
-$6.73万
|
-560
|
-66%
|
|
|
2008
|
Richardson Financial Services
Medway,
Massachusetts
|
$3.41万
|
–
|
–
|
–
|
|
|
2009
|
Kemnay Advisory Services
New York
|
$3.37万
|
+$2,884
|
+24
|
+9%
|
|
|
2010
|
Barrett & Company
Providence,
Rhode Island
|
$3.35万
|
-$1,802
|
-15
|
-5%
|
|
|
2011
|
United Community Bank
Greenville,
South Carolina
|
$3.32万
|
-$8,892
|
-74
|
-21%
|
|
|
2012
|
WPG Advisers
Baltimore,
Maryland
|
$3.28万
|
+$1,322
|
+11
|
+4%
|
|
|
2013
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
$3.28万
|
+$1.74万
|
+145
|
+108%
|
|
|
2014
|
Rexford Capital
Bellaire,
Texas
|
$3.26万
|
–
|
–
|
–
|
|
|
2015
|
Greykasell Wealth Strategies
Danville,
California
|
$3.16万
|
-$17.4万
|
-1,452
|
-84%
|
|
|
2016
|
Vision Financial Markets
Stamford,
Connecticut
|
$3.15万
|
+$360
|
+3
|
+1%
|
|
|
2017
|
West Branch Capital
Amherst,
Massachusetts
|
$3.14万
|
+$3.2万
|
+266
|
+26,600%
|
|
|
2018
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$3.1万
|
–
|
–
|
–
|
|
|
2019
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$3.08万
|
-$9,733
|
-81
|
-24%
|
|
|
2020
|
Bell Investment Advisors
Oakland,
California
|
$3.02万
|
+$120
|
+1
|
+0.4%
|
|
|
2021
|
NBH Bank
Greenwood Village,
Colorado
|
$3.01万
|
+$3.08万
|
+256
|
新規
|
|
|
2022
|
Addison Advisors
Middlebury,
Vermont
|
$2.97万
|
-$1.11万
|
-92
|
-27%
|
|
|
2023
|
REYL & Cie S.A.
Geneva,
Switzerland
|
$2.95万
|
+$3.08万
|
+256
|
新規
|
|
|
2024
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$2.92万
|
+$3,965
|
+33
|
+15%
|
|
|
2025
|
Oakmont Advisory Group
Albuquerque,
New Mexico
|
$2.89万
|
+$2.94万
|
+245
|
新規
|
|
