|
2001
|
Zacks Investment Management
Chicago,
Illinois
|
$41.9万
|
+$2.3万
|
+226
|
+5%
|
|
|
2002
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$41.8万
|
–
|
–
|
–
|
|
|
2003
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$41.8万
|
-$8.87万
|
-870
|
-17%
|
|
|
2004
|
One Wealth Advisors
San Francisco,
California
|
$41.8万
|
+$1.95万
|
+191
|
+5%
|
|
|
2005
|
Physician Wealth Advisors
Midvale,
Utah
|
$41.8万
|
+$1.71万
|
+168
|
+4%
|
|
|
2006
|
Wright Investors Service
Shelton,
Connecticut
|
$41.8万
|
-$1,223
|
-12
|
-0.3%
|
|
|
2007
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$41.7万
|
-$13万
|
-1,273
|
-23%
|
|
|
2008
|
55 North Private Wealth
Winter Park,
Florida
|
$41.5万
|
+$7.47万
|
+733
|
+20%
|
|
|
2009
|
Salomon & Ludwin
Richmond,
Virginia
|
$41.5万
|
+$4.88万
|
+479
|
+12%
|
|
|
2010
|
Alesco Advisors
Pittsford,
New York
|
$41.5万
|
+$3.48万
|
+341
|
+9%
|
|
|
2011
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$41.4万
|
–
|
–
|
–
|
|
|
2012
|
Westwood Holdings Group
Dallas,
Texas
|
$41.4万
|
-$208万
|
-20,431
|
-83%
|
|
|
2013
|
LifeWealth Investments
Winter Garden,
Florida
|
$41.3万
|
-$5.24万
|
-514
|
-11%
|
|
|
2014
|
Bull Harbor Capital
Bethesda,
Maryland
|
$41.3万
|
+$6.29万
|
+617
|
+17%
|
|
|
2015
|
Keebeck Wealth Management
Chicago,
Illinois
|
$41万
|
+$14.9万
|
+1,461
|
+53%
|
|
|
2016
|
Twin Tree Management
Dallas,
Texas
|
$41万
|
-$46.4万
|
-4,550
|
-52%
|
|
|
2017
|
Sun Group Wealth Partners
Irvine,
California
|
$40.9万
|
+$4,995
|
+49
|
+1%
|
|
|
2018
|
Foster & Motley
Cincinnati,
Ohio
|
$40.9万
|
+$14.1万
|
+1,386
|
+48%
|
|
|
2019
|
Wealthquest
Cincinnati,
Ohio
|
$40.9万
|
+$102
|
+1
|
+0%
|
|
|
2020
|
Hobart Private Capital
Charlotte,
North Carolina
|
$40.8万
|
-$2.37万
|
-232
|
-5%
|
|
|
2021
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$40.5万
|
–
|
–
|
–
|
|
|
2022
|
Denver PWM
Denver,
Colorado
|
$40.5万
|
-$1.04万
|
-102
|
-3%
|
|
|
2023
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$40.5万
|
-$5.52万
|
-541
|
-11%
|
|
|
2024
|
BIP Wealth
Atlanta,
Georgia
|
$40.4万
|
+$11.7万
|
+1,146
|
+38%
|
|
|
2025
|
Carson Advisory
Athens,
Georgia
|
$40.4万
|
-$2.91万
|
-285
|
-6%
|
|
