|
2001
|
DV Trading
Chicago,
Illinois
|
$37.7万
|
+$16.1万
|
+297
|
+67%
|
|
|
2002
|
Alpha Zero
Boca Raton,
Florida
|
$37.7万
|
+$39.7万
|
+734
|
新規
|
|
|
2003
|
BXM Wealth
Englewood,
Colorado
|
$37.6万
|
+$14.3万
|
+265
|
+56%
|
|
|
2004
|
Clearstead Trust
Portland,
Maine
|
$37.6万
|
-$4,325
|
-8
|
-1%
|
|
|
2005
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$37.6万
|
+$2,703
|
+5
|
+0.7%
|
|
|
2006
|
|
$37.5万
|
-$541
|
-1
|
-0.1%
|
|
|
2007
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$37.5万
|
–
|
–
|
–
|
|
|
2008
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$37.2万
|
-$9,731
|
-18
|
-2%
|
|
|
2009
|
Chemistry Wealth Management
New York
|
$37.2万
|
+$1,081
|
+2
|
+0.3%
|
|
|
2010
|
Northside Capital Management
Hood River,
Oregon
|
$37.1万
|
–
|
–
|
–
|
|
|
2011
|
Moody National Bank Trust Division
Galveston,
Texas
|
$37万
|
-$2.27万
|
-42
|
-5%
|
|
|
2012
|
Means Investment Company
Bangor,
Maine
|
$37万
|
-$23.6万
|
-436
|
-38%
|
|
|
2013
|
PFC Capital Group
Los Angeles,
California
|
$36.9万
|
–
|
–
|
–
|
|
|
2014
|
Perkins Coie Trust Company
Seattle,
Washington
|
$36.9万
|
-$1.19万
|
-22
|
-3%
|
|
|
2015
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$36.8万
|
+$8,650
|
+16
|
+2%
|
|
|
2016
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$36.8万
|
-$1.46万
|
-27
|
-4%
|
|
|
2017
|
Centurion Wealth Management
Mclean,
Virginia
|
$36.8万
|
-$1.95万
|
-36
|
-5%
|
|
|
2018
|
Manske Wealth Management
Houston,
Texas
|
$36.7万
|
-$2.97万
|
-55
|
-7%
|
|
|
2019
|
Gentry Private Wealth
Wichita,
Kansas
|
$36.7万
|
-$1.68万
|
-31
|
-4%
|
|
|
2020
|
Waterloo Capital
Austin,
Texas
|
$36.6万
|
-$1.95万
|
-36
|
-5%
|
|
|
2021
|
Secure Asset Management
Troy,
Michigan
|
$36.6万
|
+$12.8万
|
+237
|
+49%
|
|
|
2022
|
Studio Investment Management
Chicago,
Illinois
|
$36.6万
|
-$1,622
|
-3
|
-0.4%
|
|
|
2023
|
Cromwell Holdings
Jackson,
Wyoming
|
$36.5万
|
–
|
–
|
–
|
|
|
2024
|
Curated Wealth Partners
El Segundo,
California
|
$36.5万
|
+$4.81万
|
+89
|
+14%
|
|
|
2025
|
Chesapeake Asset Management
New York
|
$36.4万
|
-$16.6万
|
-307
|
-30%
|
|
