|
2001
|
Hoey Investments
Coatesville,
Pennsylvania
|
$11.9万
|
–
|
–
|
–
|
|
|
2002
|
American National Bank & Trust
Wichita Falls,
Texas
|
$11.7万
|
–
|
–
|
–
|
|
|
2003
|
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
|
$11.5万
|
–
|
–
|
–
|
|
|
2004
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$11.5万
|
–
|
–
|
–
|
|
|
2005
|
Burnham & Co
Grand Rapids,
Michigan
|
$11万
|
+$10.6万
|
+800
|
新規
|
|
|
2006
|
Signature Resources Capital Management
Newport Beach,
California
|
$10.9万
|
+$8,319
|
+63
|
+9%
|
|
|
2007
|
Collier Financial
Denver,
Colorado
|
$10.8万
|
+$132
|
+1
|
+0.1%
|
|
|
2008
|
Ballast Advisors
Woodbury,
Minnesota
|
$10.6万
|
–
|
–
|
–
|
|
|
2009
|
Family Legacy Financial Solutions
Cary,
North Carolina
|
$10.5万
|
+$10.1万
|
+766
|
新規
|
|
|
2010
|
|
$10.3万
|
+$10万
|
+757
|
新規
|
|
|
2011
|
Corsicana & Co
Corsicana,
Texas
|
$10.1万
|
–
|
–
|
–
|
|
|
2012
|
City State Bank
Norwalk,
Iowa
|
$10万
|
–
|
–
|
–
|
|
|
2013
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$10万
|
–
|
–
|
–
|
|
|
2014
|
Aspect Partners
Fairfax,
Virginia
|
$9.9万
|
–
|
–
|
–
|
|
|
2015
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
$9.8万
|
–
|
–
|
–
|
|
|
2016
|
Tradewinds Capital Management
Bellingham,
Washington
|
$9.7万
|
–
|
–
|
–
|
|
|
2017
|
Pin Oak Investment Advisors
Houston,
Texas
|
$9.7万
|
–
|
–
|
–
|
|
|
2018
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$9.48万
|
–
|
–
|
–
|
|
|
2019
|
Lazard Asset Management
New York
|
$8.8万
|
–
|
–
|
–
|
|
|
2020
|
Westside Investment Management
Santa Monica,
California
|
$8.66万
|
–
|
–
|
–
|
|
|
2021
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$8.6万
|
–
|
–
|
–
|
|
|
2022
|
Financial Consulate
Hunt Valley,
Maryland
|
$8.43万
|
–
|
–
|
–
|
|
|
2023
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$8.42万
|
–
|
–
|
–
|
|
|
2024
|
Strive Financial Group
Carmel,
Indiana
|
$8.18万
|
+$5.08万
|
+385
|
+183%
|
|
|
2025
|
TIAA Wealth Investment Management
New York
|
$8.15万
|
+$5.12万
|
+388
|
+182%
|
|
