|
2001
|
Peregrine Asset Advisers
Portland,
Oregon
|
$74.9万
|
-$26.6万
|
-261
|
-29%
|
|
|
2002
|
Westside Investment Management
Santa Monica,
California
|
$74.9万
|
+$8.17万
|
+80
|
+14%
|
|
|
2003
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$74.7万
|
+$1.02万
|
+10
|
+2%
|
|
|
2004
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$74.6万
|
+$3.27万
|
+32
|
+5%
|
|
|
2005
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$74.6万
|
+$4,083
|
+4
|
+0.6%
|
|
|
2006
|
Kingdom Financial Group
Peoria,
Arizona
|
$74.6万
|
-$1.12万
|
-11
|
-2%
|
|
|
2007
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$74.4万
|
+$9.7万
|
+95
|
+18%
|
|
|
2008
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
$74.4万
|
+$9,186
|
+9
|
+1%
|
|
|
2009
|
May Hill Capital
Cohasset,
Massachusetts
|
$74.4万
|
+$2.35万
|
+23
|
+4%
|
|
|
2010
|
Prota Financial
Houston,
Texas
|
$74.3万
|
-$13.5万
|
-132
|
-17%
|
|
|
2011
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$74.3万
|
+$1123万
|
+10,999
|
+1,360%
|
|
|
2012
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$74.3万
|
+$3.67万
|
+36
|
+6%
|
|
|
2013
|
Lantern Wealth Advisors
Melville,
New York
|
$74.3万
|
+$6.53万
|
+64
|
+11%
|
|
|
2014
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$74.1万
|
–
|
–
|
–
|
|
|
2015
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$74.1万
|
+$5,103
|
+5
|
+0.8%
|
|
|
2016
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$74.1万
|
+$8,165
|
+8
|
+1%
|
|
|
2017
|
Boreal Capital Management
Miami,
Florida
|
$73.9万
|
–
|
–
|
–
|
|
|
2018
|
Lyell Wealth Management
Menlo Park,
California
|
$73.8万
|
+$10.1万
|
+99
|
+19%
|
|
|
2019
|
Univest Financial
Souderton,
Pennsylvania
|
$73.4万
|
-$4.08万
|
-40
|
-6%
|
|
|
2020
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$73.4万
|
+$4,083
|
+4
|
+0.6%
|
|
|
2021
|
Bangor Savings Bank
Bangor,
Maine
|
$73.4万
|
+$2.35万
|
+23
|
+4%
|
|
|
2022
|
Ring Mountain Capital
Tiburon,
California
|
$73.3万
|
+$3.27万
|
+32
|
+5%
|
|
|
2023
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$73.1万
|
+$3.37万
|
+33
|
+6%
|
|
|
2024
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$73万
|
-$1.22万
|
-12
|
-2%
|
|
|
2025
|
Greatmark Investment Partners
Columbus,
Georgia
|
$73万
|
-$2.55万
|
-25
|
-4%
|
|
