|
2001
|
Asset Dedication LLC
San Francisco,
California
|
$17.4万
|
+$1.27万
|
+90
|
+8%
|
|
|
2002
|
First Financial Corp
Terre Haute,
Indiana
|
$17.2万
|
–
|
–
|
–
|
|
|
2003
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$17.2万
|
+$16.9万
|
+1,200
|
新規
|
|
|
2004
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$16.9万
|
+$141
|
+1
|
+0.1%
|
|
|
2005
|
Clean Yield Group
Norwich,
Vermont
|
$16.8万
|
+$2,534
|
+18
|
+2%
|
|
|
2006
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$16.8万
|
+$2,534
|
+18
|
+2%
|
|
|
2007
|
Hamrick Investment Counsel
Seattle,
Washington
|
$16.7万
|
–
|
–
|
–
|
|
|
2008
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$16.6万
|
-$19.1万
|
-1,358
|
-54%
|
|
|
2009
|
Pacific Center for Financial Services
San Ramon,
California
|
$16.6万
|
–
|
–
|
–
|
|
|
2010
|
First Community Trust
Dubuque,
Iowa
|
$16.5万
|
–
|
–
|
–
|
|
|
2011
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$16.3万
|
+$7,460
|
+53
|
+5%
|
|
|
2012
|
Kelleher Financial Advisors
New York
|
$16.3万
|
+$2.11万
|
+150
|
+15%
|
|
|
2013
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$15.8万
|
-$1.9万
|
-135
|
-11%
|
|
|
2014
|
Pingora Partners
Wilson,
Wyoming
|
$15.7万
|
–
|
–
|
–
|
|
|
2015
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$15.2万
|
+$141
|
+1
|
+0.1%
|
|
|
2016
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$15.1万
|
-$7,038
|
-50
|
-5%
|
|
|
2017
|
|
$15万
|
–
|
–
|
–
|
|
|
2018
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$14.9万
|
-$11.5万
|
-817
|
-44%
|
|
|
2019
|
Dorato Capital Management
Denver,
Colorado
|
$14.9万
|
–
|
–
|
–
|
|
|
2020
|
Blume Capital Management
Berkeley,
California
|
$14.3万
|
–
|
–
|
–
|
|
|
2021
|
Burnham & Co
Grand Rapids,
Michigan
|
$14.3万
|
+$14.1万
|
+1,000
|
新規
|
|
|
2022
|
Pacifica Partners
Surrey,
Canada
|
$14.1万
|
–
|
–
|
–
|
|
|
2023
|
Gunpowder Capital Management
Towson,
Maryland
|
$13.6万
|
–
|
–
|
–
|
|
|
2024
|
Continuum Advisory
Eagle,
Idaho
|
$13.2万
|
+$13万
|
+921
|
新規
|
|
|
2025
|
Bellevue Asset Management
Bellevue,
Washington
|
$13万
|
+$985
|
+7
|
+0.8%
|
|
