|
2001
|
Blue Line Capital
Chicago,
Illinois
|
$355万
|
+$302万
|
+2,956
|
新規
|
|
|
2002
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$354万
|
-$5.72万
|
-56
|
-2%
|
|
|
2003
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$354万
|
-$40.7万
|
-398
|
-12%
|
|
|
2004
|
Mirabaud & Cie
Geneva,
Switzerland
|
$354万
|
-$461万
|
-4,513
|
-60%
|
|
|
2005
|
Bullock Wealth Management
Bloomington,
Indiana
|
$353万
|
-$14.8万
|
-145
|
-5%
|
|
|
2006
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$352万
|
-$4,087
|
-4
|
-0.1%
|
|
|
2007
|
MRP Capital Investments
Alpharetta,
Georgia
|
$352万
|
-$4.6万
|
-45
|
-2%
|
|
|
2008
|
Kessler Investment Group
Columbus,
Indiana
|
$351万
|
-$1.84万
|
-18
|
-0.6%
|
|
|
2009
|
Exit Wealth Advisors
Atlanta,
Georgia
|
$350万
|
+$299万
|
+2,922
|
新規
|
|
|
2010
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$350万
|
-$4.9万
|
-48
|
-2%
|
|
|
2011
|
NCM Capital Management
Ramsey,
New Jersey
|
$349万
|
-$1.53万
|
-15
|
-0.5%
|
|
|
2012
|
Wealthedge Investment Advisors
New York
|
$349万
|
-$155万
|
-1,521
|
-34%
|
|
|
2013
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$349万
|
+$37.5万
|
+367
|
+14%
|
|
|
2014
|
Pathway Financial Advisers
Auburn,
Indiana
|
$347万
|
+$10.3万
|
+101
|
+4%
|
|
|
2015
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$346万
|
-$19.5万
|
-191
|
-6%
|
|
|
2016
|
Northstar Advisory Group
Northfield,
New Jersey
|
$345万
|
+$225万
|
+2,205
|
+328%
|
|
|
2017
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$345万
|
-$66.4万
|
-650
|
-18%
|
|
|
2018
|
KPP Advisory Services
Louisville,
Kentucky
|
$344万
|
-$47万
|
-460
|
-14%
|
|
|
2019
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$344万
|
+$3.27万
|
+32
|
+1%
|
|
|
2020
|
Douglas Lane & Associates
New York
|
$343万
|
+$21.3万
|
+208
|
+8%
|
|
|
2021
|
SWP Investment Management
Independence,
Ohio
|
$343万
|
+$10.2万
|
+100
|
+4%
|
|
|
2022
|
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
|
$343万
|
+$292万
|
+2,857
|
新規
|
|
|
2023
|
Parcion Private Wealth
Bellevue,
Washington
|
$343万
|
+$10.6万
|
+104
|
+4%
|
|
|
2024
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$342万
|
+$5.42万
|
+53
|
+2%
|
|
|
2025
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$342万
|
+$12.9万
|
+126
|
+5%
|
|
