|
2001
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$38.3万
|
–
|
–
|
–
|
|
|
2002
|
Greatmark Investment Partners
Columbus,
Georgia
|
$38.3万
|
–
|
–
|
–
|
|
|
2003
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$38.3万
|
–
|
–
|
–
|
|
|
2004
|
Sassicaia Capital Advisers
Jericho,
New York
|
$38.3万
|
+$27.3万
|
+1,500
|
新規
|
|
|
2005
|
Talbot Financial
Bellevue,
Washington
|
$38.3万
|
+$27.3万
|
+1,500
|
新規
|
|
|
2006
|
Tucker Asset Management
Littleton,
Colorado
|
$38.3万
|
+$27.3万
|
+1,500
|
新規
|
|
|
2007
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$38.3万
|
–
|
–
|
–
|
|
|
2008
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$38.3万
|
–
|
–
|
–
|
|
|
2009
|
Cross Staff Investments
Pittsford,
New York
|
$38.1万
|
–
|
–
|
–
|
|
|
2010
|
Nadler Financial Group
Deerfield,
Illinois
|
$38.1万
|
+$27.1万
|
+1,492
|
新規
|
|
|
2011
|
Adkins Seale Capital Management
Shreveport,
Louisiana
|
$38.1万
|
–
|
–
|
–
|
|
|
2012
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$38.1万
|
+$27.1万
|
+1,490
|
新規
|
|
|
2013
|
Pinpoint Asset Management (Singapore)
Singapore,
|
$37.9万
|
-$22.5万
|
-1,235
|
-45%
|
|
|
2014
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
$37.7万
|
-$6,186
|
-34
|
-2%
|
|
|
2015
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$37.7万
|
-$182
|
-1
|
-0.1%
|
|
|
2016
|
First Command Advisory Services
Fort Worth,
Texas
|
$37.3万
|
-$7.5万
|
-412
|
-22%
|
|
|
2017
|
KHAZANAH NASIONAL BERHAD
Kuala Lumpur,
|
$37.2万
|
+$26.5万
|
+1,456
|
新規
|
|
|
2018
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$37.2万
|
+$7,277
|
+40
|
+2%
|
|
|
2019
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$37.1万
|
-$3.91万
|
-215
|
-13%
|
|
|
2020
|
WPG Advisers
Baltimore,
Maryland
|
$37.1万
|
-$5.37万
|
-295
|
-17%
|
|
|
2021
|
Samalin Investment Counsel
Chappaqua,
New York
|
$37万
|
+$26.4万
|
+1,450
|
新規
|
|
|
2022
|
Corsicana & Co
Corsicana,
Texas
|
$37万
|
–
|
–
|
–
|
|
|
2023
|
Boston Trust Walden
Boston,
Massachusetts
|
$37万
|
+$26.4万
|
+1,450
|
新規
|
|
|
2024
|
LeConte Wealth Management
Maryville,
Tennessee
|
$37万
|
+$26.3万
|
+1,447
|
新規
|
|
|
2025
|
Quadcap Wealth Management
Frisco,
Texas
|
$36.9万
|
+$26.3万
|
+1,445
|
新規
|
|
