|
2001
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$624万
|
+$11.5万
|
+323
|
+2%
|
|
|
2002
|
Sand Hill Global Advisors
Palo Alto,
California
|
$624万
|
-$7.51万
|
-210
|
-1%
|
|
|
2003
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$624万
|
-$19.6万
|
-549
|
-3%
|
|
|
2004
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$624万
|
-$33.7万
|
-944
|
-5%
|
|
|
2005
|
Blackhill Capital
Morristown,
New Jersey
|
$624万
|
–
|
–
|
–
|
|
|
2006
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$624万
|
+$31.3万
|
+875
|
+5%
|
|
|
2007
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$623万
|
-$13.6万
|
-380
|
-2%
|
|
|
2008
|
Leisure Capital Management
Costa Mesa,
California
|
$623万
|
+$3.18万
|
+89
|
+0.5%
|
|
|
2009
|
BigSur Wealth Management
Miami,
Florida
|
$622万
|
+$42.9万
|
+1,200
|
+7%
|
|
|
2010
|
|
$622万
|
–
|
–
|
–
|
|
|
2011
|
First National Trust
Hermitage,
Pennsylvania
|
$622万
|
-$44.1万
|
-1,233
|
-7%
|
|
|
2012
|
Cozad Asset Management
Champaign,
Illinois
|
$622万
|
+$6.43万
|
+180
|
+1%
|
|
|
2013
|
First Bank & Trust
Brookings,
South Dakota
|
$620万
|
-$1.89万
|
-53
|
-0.3%
|
|
|
2014
|
Lewis Asset Management
Lafayette,
California
|
$620万
|
-$6.4万
|
-179
|
-1%
|
|
|
2015
|
Stonebridge Capital Management
Los Angeles,
California
|
$619万
|
-$80.5万
|
-2,252
|
-11%
|
|
|
2016
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$618万
|
-$37.5万
|
-1,050
|
-6%
|
|
|
2017
|
MBL Wealth
Charlotte,
North Carolina
|
$615万
|
+$14万
|
+393
|
+2%
|
|
|
2018
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$615万
|
+$296万
|
+8,271
|
+90%
|
|
|
2019
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$615万
|
+$11.6万
|
+324
|
+2%
|
|
|
2020
|
Reflection Asset Management
Isle Of Palms,
South Carolina
|
$614万
|
-$23.1万
|
-647
|
-4%
|
|
|
2021
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$614万
|
-$137万
|
-3,831
|
-18%
|
|
|
2022
|
1900 Wealth Management
San Antonio,
Texas
|
$612万
|
+$84.2万
|
+2,356
|
+16%
|
|
|
2023
|
Willow Creek Wealth Management
Sebastopol,
California
|
$611万
|
+$618万
|
+17,301
|
新規
|
|
|
2024
|
Mystic Asset Management
Warwick,
Rhode Island
|
$611万
|
-$17.3万
|
-483
|
-3%
|
|
|
2025
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$610万
|
+$250万
|
+7,003
|
+68%
|
|
