|
2001
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$5.31万
|
–
|
–
|
–
|
|
|
2002
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$5.3万
|
-$3,768
|
-11
|
-7%
|
|
|
2003
|
Strategic Wealth Advisors
Scottsdale,
Arizona
|
$5.3万
|
–
|
–
|
–
|
|
|
2004
|
GW&K Investment Management
Boston,
Massachusetts
|
$5.3万
|
+$3,768
|
+11
|
+8%
|
|
|
2005
|
Elevation Wealth Partners
Santa Rosa,
California
|
$5.17万
|
+$3.63万
|
+106
|
+265%
|
|
|
2006
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$5.1万
|
–
|
–
|
–
|
|
|
2007
|
Optiver Holding
Amsterdam,
Netherlands
|
$4.96万
|
-$73.2万
|
-2,136
|
-94%
|
|
|
2008
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$4.89万
|
+$1.85万
|
+54
|
+64%
|
|
|
2009
|
Bollard Group
Boston,
Massachusetts
|
$4.8万
|
+$343
|
+1
|
+0.7%
|
|
|
2010
|
Hughes Financial Services
Herndon,
Virginia
|
$4.78万
|
+$3,768
|
+11
|
+9%
|
|
|
2011
|
DecisionPoint Financial
Mesa,
Arizona
|
$4.77万
|
+$1,028
|
+3
|
+2%
|
|
|
2012
|
IMA Advisory Services
Denver,
Colorado
|
$4.75万
|
+$3.8万
|
+111
|
+483%
|
|
|
2013
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$4.71万
|
+$1.64万
|
+48
|
+56%
|
|
|
2014
|
Advocate Investing Services
Woodbine,
Maryland
|
$4.61万
|
–
|
–
|
–
|
|
|
2015
|
Winch Advisory Services
Appleton,
Wisconsin
|
$4.6万
|
–
|
–
|
–
|
|
|
2016
|
Financial Consulate
Hunt Valley,
Maryland
|
$4.48万
|
+$343
|
+1
|
+0.8%
|
|
|
2017
|
Ares Financial Consulting
Calabasas,
California
|
$4.46万
|
+$2,055
|
+6
|
+5%
|
|
|
2018
|
Westfuller Advisors
New York
|
$4.32万
|
–
|
–
|
–
|
|
|
2019
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$4.3万
|
–
|
–
|
–
|
|
|
2020
|
Seneschal Advisors
Tacoma,
Washington
|
$4.29万
|
–
|
–
|
–
|
|
|
2021
|
Pioneer Family Office
North Miami Beach,
Florida
|
$4.25万
|
–
|
–
|
–
|
|
|
2022
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$4.25万
|
–
|
–
|
–
|
|
|
2023
|
Albion Financial Group
Salt Lake City,
Utah
|
$4.25万
|
+$3.56万
|
+104
|
+650%
|
|
|
2024
|
Access Investment Management
Atlanta,
Georgia
|
$4.22万
|
–
|
–
|
–
|
|
|
2025
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$4.2万
|
–
|
–
|
–
|
|
