|
2001
|
Rossby Financial
Melbourne,
Florida
|
$9.5万
|
-$4.63万
|
-106
|
-31%
|
|
|
2002
|
Curat Global
Springfield,
New Hampshire
|
$9.5万
|
–
|
–
|
–
|
|
|
2003
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
$9.5万
|
+$10.4万
|
+239
|
新規
|
|
|
2004
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$9.39万
|
-$3.98万
|
-91
|
-28%
|
|
|
2005
|
Sunrise Financial Services
Burien,
Washington
|
$9.11万
|
+$1.75万
|
+40
|
+21%
|
|
|
2006
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$8.95万
|
-$5.24万
|
-120
|
-35%
|
|
|
2007
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$8.95万
|
+$9,175
|
+21
|
+10%
|
|
|
2008
|
Manning & Napier Advisors
Fairport,
New York
|
$8.89万
|
-$42万
|
-961
|
-81%
|
|
|
2009
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$8.87万
|
+$9.7万
|
+223
|
新規
|
|
|
2010
|
Mosley Wealth Management
Anaheim,
California
|
$8.39万
|
-$44.9万
|
-1,028
|
-83%
|
|
|
2011
|
Bollard Group
Boston,
Massachusetts
|
$8.3万
|
-$3.32万
|
-76
|
-27%
|
|
|
2012
|
Gill Capital Partners
Denver,
Colorado
|
$8.27万
|
–
|
–
|
–
|
|
|
2013
|
BOK Financial Private Wealth
Denver,
Colorado
|
$7.95万
|
+$8,738
|
+20
|
+11%
|
|
|
2014
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$7.95万
|
+$2.27万
|
+52
|
+35%
|
|
|
2015
|
Fortis Group Advisors
Westwood,
New Jersey
|
$7.6万
|
–
|
–
|
–
|
|
|
2016
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$7.6万
|
–
|
–
|
–
|
|
|
2017
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$7.56万
|
+$8.3万
|
+190
|
新規
|
|
|
2018
|
Financial Life Planners
Tempe,
Arizona
|
$7.48万
|
-$3,932
|
-9
|
-5%
|
|
|
2019
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$7.44万
|
+$874
|
+2
|
+1%
|
|
|
2020
|
City Holding Co
Charleston,
West Virginia
|
$7.2万
|
+$7,427
|
+17
|
+10%
|
|
|
2021
|
Sachetta
Lynnfield,
Massachusetts
|
$7.08万
|
+$1.57万
|
+36
|
+25%
|
|
|
2022
|
City State Bank
Norwalk,
Iowa
|
$7.04万
|
–
|
–
|
–
|
|
|
2023
|
Lodestone Wealth Management
Spokane,
Washington
|
$6.88万
|
-$1.09万
|
-25
|
-13%
|
|
|
2024
|
Bell Investment Advisors
Oakland,
California
|
$6.84万
|
-$2,621
|
-6
|
-3%
|
|
|
2025
|
Atwood & Palmer
Kansas City,
Missouri
|
$6.84万
|
–
|
–
|
–
|
|
