|
2001
|
Mraz Amerine & Associates
Modesto,
California
|
$154万
|
+$4.6万
|
+247
|
+3%
|
|
|
2002
|
Somerset Group
Wayzata,
Minnesota
|
$154万
|
-$931
|
-5
|
-0.1%
|
|
|
2003
|
Doheny Asset Management
Los Angeles,
California
|
$154万
|
–
|
–
|
–
|
|
|
2004
|
Bridgewater Advisors
New York
|
$154万
|
+$1,303
|
+7
|
+0.1%
|
|
|
2005
|
Root Financial Partners
Encinitas,
California
|
$154万
|
+$38万
|
+2,043
|
+28%
|
|
|
2006
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$154万
|
+$5.58万
|
+300
|
+3%
|
|
|
2007
|
Gradient Capital Advisors
San Diego,
California
|
$154万
|
+$7,445
|
+40
|
+0.4%
|
|
|
2008
|
Congress Park Capital
Saratoga Springs,
New York
|
$154万
|
+$1.58万
|
+85
|
+0.9%
|
|
|
2009
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$153万
|
+$14.4万
|
+772
|
+9%
|
|
|
2010
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$153万
|
+$1.75万
|
+94
|
+1%
|
|
|
2011
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$153万
|
-$29.5万
|
-1,584
|
-15%
|
|
|
2012
|
Meridian Wealth Advisors
Austin,
Texas
|
$152万
|
+$7,259
|
+39
|
+0.4%
|
|
|
2013
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$152万
|
+$3.24万
|
+174
|
+2%
|
|
|
2014
|
Mosaic Financial Group
Chicago,
Illinois
|
$152万
|
-$13.9万
|
-747
|
-8%
|
|
|
2015
|
TMB Capital Partners
Little Rock,
Arkansas
|
$152万
|
-$9.38万
|
-504
|
-5%
|
|
|
2016
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$151万
|
-$1.1万
|
-59
|
-0.6%
|
|
|
2017
|
Donoghue Forlines
Boston,
Massachusetts
|
$151万
|
-$83万
|
-4,460
|
-33%
|
|
|
2018
|
Davidson Trust Company
Seattle,
Washington
|
$151万
|
+$1.69万
|
+91
|
+1%
|
|
|
2019
|
Kirtland Hills Capital Management
Bratenahl,
Ohio
|
$151万
|
+$49.5万
|
+2,658
|
+41%
|
|
|
2020
|
Elyxium Wealth
San Mateo,
California
|
$151万
|
+$24.6万
|
+1,322
|
+17%
|
|
|
2021
|
Madrona Financial Services
Everett,
Washington
|
$150万
|
-$1,675
|
-9
|
-0.1%
|
|
|
2022
|
Montchanin Asset Management
Montchanin,
Delaware
|
$150万
|
–
|
–
|
–
|
|
|
2023
|
Demars Financial Group
Spokane Valley,
Washington
|
$150万
|
+$12.8万
|
+686
|
+8%
|
|
|
2024
|
Curtis Advisory Group
Santa Barbara,
California
|
$150万
|
–
|
–
|
–
|
|
|
2025
|
HORAN Wealth
Cincinnati,
Ohio
|
$150万
|
-$167万
|
-8,972
|
-50%
|
|
