|
2001
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$30.1万
|
+$1.99万
|
+250
|
+7%
|
|
|
2002
|
Invictus Private Wealth
Denver,
Colorado
|
$30万
|
+$28.9万
|
+3,625
|
新規
|
|
|
2003
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$29.8万
|
-$2.76万
|
-346
|
-9%
|
|
|
2004
|
Gimbal Financial
Carmel,
Indiana
|
$29.7万
|
+$28.6万
|
+3,590
|
新規
|
|
|
2005
|
Tradition Wealth Management
Edina,
Minnesota
|
$29.7万
|
-$8.86万
|
-1,112
|
-24%
|
|
|
2006
|
Certior Financial Group
King Of Prussia,
Pennsylvania
|
$29.7万
|
–
|
–
|
–
|
|
|
2007
|
Novus Advisors
Greenville,
South Carolina
|
$29.6万
|
-$10.2万
|
-1,276
|
-26%
|
|
|
2008
|
Hardin Capital Partners
Greenville,
South Carolina
|
$29.5万
|
–
|
–
|
–
|
|
|
2009
|
NorthAvenue LLC
Columbus,
Ohio
|
$29.5万
|
-$4.71万
|
-591
|
-14%
|
|
|
2010
|
Kooman & Associates
Altoona,
Pennsylvania
|
$29.5万
|
-$5.76万
|
-722
|
-17%
|
|
|
2011
|
Kirtland Hills Capital Management
Bratenahl,
Ohio
|
$29.4万
|
+$4.93万
|
+619
|
+21%
|
|
|
2012
|
|
$29.4万
|
-$6.47万
|
-812
|
-19%
|
|
|
2013
|
Activest Wealth Management
Aventure,
Florida
|
$29.2万
|
+$26.3万
|
+3,300
|
+1,441%
|
|
|
2014
|
Pacific Financial Group
Bellevue,
Washington
|
$29.2万
|
-$7.8万
|
-978
|
-22%
|
|
|
2015
|
Riverview Trust Company
Vancouver,
Washington
|
$29.2万
|
–
|
–
|
–
|
|
|
2016
|
Spectrum Strategic Capital Management
Corvallis,
Oregon
|
$29.1万
|
-$1,435
|
-18
|
-0.5%
|
|
|
2017
|
Swan Global Investments
Durango,
Colorado
|
$29.1万
|
+$8,848
|
+111
|
+3%
|
|
|
2018
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$29万
|
-$1.59万
|
-200
|
-5%
|
|
|
2019
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$29万
|
-$3.61万
|
-453
|
-11%
|
|
|
2020
|
Gleason Group
Prospect,
Kentucky
|
$29万
|
+$27.9万
|
+3,500
|
新規
|
|
|
2021
|
Osborne Partners Capital Management
San Francisco,
California
|
$28.9万
|
+$2,072
|
+26
|
+0.8%
|
|
|
2022
|
Trust Company of Toledo
Holland,
Ohio
|
$28.9万
|
+$6.89万
|
+865
|
+33%
|
|
|
2023
|
Fountainhead AM
Warren,
New Jersey
|
$28.8万
|
-$13.7万
|
-1,722
|
-33%
|
|
|
2024
|
Burney Company
Reston,
Virginia
|
$28.8万
|
+$27.7万
|
+3,479
|
新規
|
|
|
2025
|
Rothschild Investment LLC
Chicago,
Illinois
|
$28.8万
|
-$1.85万
|
-232
|
-6%
|
|
