|
2001
|
Gilbert & Cook
West Des Moines,
Iowa
|
$154万
|
+$1.01万
|
+31
|
+0.7%
|
|
|
2002
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$153万
|
+$16.5万
|
+508
|
+13%
|
|
|
2003
|
Atala Financial
Calabasas,
California
|
$153万
|
-$9,760
|
-30
|
-0.7%
|
|
|
2004
|
PCM Encore
Aspen,
Colorado
|
$153万
|
-$49.2万
|
-1,513
|
-26%
|
|
|
2005
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$153万
|
-$3,579
|
-11
|
-0.3%
|
|
|
2006
|
Grandfield & Dodd
New York
|
$152万
|
–
|
–
|
–
|
|
|
2007
|
Centaurus Financial
Anaheim,
California
|
$152万
|
-$90.1万
|
-2,770
|
-39%
|
|
|
2008
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$152万
|
+$1.85万
|
+57
|
+1%
|
|
|
2009
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$152万
|
-$6.47万
|
-199
|
-4%
|
|
|
2010
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$152万
|
-$9,760
|
-30
|
-0.7%
|
|
|
2011
|
Florida Financial Advisors
Tampa,
Florida
|
$152万
|
-$5.53万
|
-170
|
-4%
|
|
|
2012
|
Atlas Legacy Advisors
Los Angeles,
California
|
$152万
|
+$4.91万
|
+151
|
+4%
|
|
|
2013
|
LCM Capital Management
Chicago,
Illinois
|
$151万
|
+$4,880
|
+15
|
+0.4%
|
|
|
2014
|
VELA Investment Management
New Albany,
Ohio
|
$151万
|
+$11.9万
|
+366
|
+9%
|
|
|
2015
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$151万
|
+$28.8万
|
+886
|
+26%
|
|
|
2016
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$151万
|
-$1.01万
|
-31
|
-0.7%
|
|
|
2017
|
Anchyra Partners
Atlanta,
Georgia
|
$151万
|
-$1.69万
|
-52
|
-1%
|
|
|
2018
|
Investment Partners
New Philadelphia,
Ohio
|
$151万
|
+$2.41万
|
+74
|
+2%
|
|
|
2019
|
Tradition Wealth Management
Edina,
Minnesota
|
$151万
|
-$8.43万
|
-259
|
-6%
|
|
|
2020
|
Ironwood Financial
Tucson,
Arizona
|
$150万
|
-$6,507
|
-20
|
-0.4%
|
|
|
2021
|
Oslo Pensjonsforsikring
Oslo,
|
$150万
|
+$17.3万
|
+533
|
+14%
|
|
|
2022
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$150万
|
+$1.82万
|
+56
|
+1%
|
|
|
2023
|
Los Angeles Capital Management
Los Angeles,
California
|
$150万
|
-$1203万
|
-36,977
|
-90%
|
|
|
2024
|
AIMZ Investment Advisors
Los Altos,
California
|
$150万
|
–
|
–
|
–
|
|
|
2025
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$150万
|
+$325
|
+1
|
+0%
|
|
