|
2001
|
Appleton Partners
Boston,
Massachusetts
|
$420万
|
+$29.7万
|
+408
|
+8%
|
|
|
2002
|
Newport Capital Group
Red Bank,
New Jersey
|
$420万
|
+$19.4万
|
+267
|
+5%
|
|
|
2003
|
WestHill Financial Advisors
San Rafael,
California
|
$420万
|
-$25.3万
|
-348
|
-6%
|
|
|
2004
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$419万
|
-$7,282
|
-10
|
-0.2%
|
|
|
2005
|
Antonelli Financial Advisors
Grosse Pointe,
Michigan
|
$418万
|
-$46.5万
|
-639
|
-10%
|
|
|
2006
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$417万
|
-$14.4万
|
-198
|
-3%
|
|
|
2007
|
Wealth Effects
Boston,
Massachusetts
|
$417万
|
+$87万
|
+1,195
|
+27%
|
|
|
2008
|
Fullerton Fund Management
Singapore
|
$417万
|
+$207万
|
+2,845
|
+104%
|
|
|
2009
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$415万
|
+$50.6万
|
+695
|
+14%
|
|
|
2010
|
NBH Bank
Greenwood Village,
Colorado
|
$414万
|
+$403万
|
+5,531
|
新規
|
|
|
2011
|
|
$414万
|
-$17.5万
|
-241
|
-4%
|
|
|
2012
|
Frank Rimerman Advisors
Palo Alto,
California
|
$413万
|
-$5.53万
|
-76
|
-1%
|
|
|
2013
|
Biltmore Family Office
Charlotte,
North Carolina
|
$413万
|
-$10.2万
|
-140
|
-2%
|
|
|
2014
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$412万
|
+$18.7万
|
+257
|
+5%
|
|
|
2015
|
Lyell Wealth Management
Menlo Park,
California
|
$412万
|
–
|
–
|
–
|
|
|
2016
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$411万
|
+$12.5万
|
+171
|
+3%
|
|
|
2017
|
ARS Investment Partners
New York
|
$411万
|
-$2,913
|
-4
|
-0.1%
|
|
|
2018
|
Plum Street Advisors
New Orleans,
Louisiana
|
$410万
|
-$69.1万
|
-949
|
-15%
|
|
|
2019
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$410万
|
+$74.1万
|
+1,017
|
+23%
|
|
|
2020
|
Certior Financial Group
King Of Prussia,
Pennsylvania
|
$410万
|
+$16.2万
|
+223
|
+4%
|
|
|
2021
|
Laurel Wealth Planning
Edina,
Minnesota
|
$409万
|
-$57.8万
|
-794
|
-13%
|
|
|
2022
|
Condor Capital Management
Martinsville,
New Jersey
|
$409万
|
-$3.64万
|
-50
|
-0.9%
|
|
|
2023
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$409万
|
+$144万
|
+1,979
|
+46%
|
|
|
2024
|
Berman McAleer
Timonium,
Maryland
|
$408万
|
-$3.2万
|
-44
|
-0.8%
|
|
|
2025
|
Spectrum Strategic Capital Management
Corvallis,
Oregon
|
$407万
|
-$161万
|
-2,209
|
-29%
|
|
