|
2001
|
Helen Stephens Group
Fort Worth,
Texas
|
$31.1万
|
-$227
|
-1
|
-0.1%
|
|
|
2002
|
Wallace Advisory Group
Lafayette,
California
|
$31万
|
-$7.24万
|
-319
|
-18%
|
|
|
2003
|
Trilogy Capital
Irvine,
California
|
$31万
|
-$6.36万
|
-280
|
-17%
|
|
|
2004
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$31万
|
+$3.68万
|
+162
|
+13%
|
|
|
2005
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$31万
|
–
|
–
|
–
|
|
|
2006
|
Partners Wealth Management
Carmel By The Sea,
California
|
$30.9万
|
–
|
–
|
–
|
|
|
2007
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$30.8万
|
–
|
–
|
–
|
|
|
2008
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$30.8万
|
–
|
–
|
–
|
|
|
2009
|
Palacios Wealth Management
Ormond Beach,
Florida
|
$30.7万
|
–
|
–
|
–
|
|
|
2010
|
Professional Financial Solutions
Falls Chruch,
Virginia
|
$30.7万
|
-$908
|
-4
|
-0.3%
|
|
|
2011
|
Camden National Bank
Camden,
Maine
|
$30.7万
|
+$7.95万
|
+350
|
+34%
|
|
|
2012
|
BNC Wealth Management
Beaverton,
Oregon
|
$30.6万
|
-$9.22万
|
-406
|
-23%
|
|
|
2013
|
Sagewood Asset Management
New York
|
$30.6万
|
-$19.3万
|
-851
|
-38%
|
|
|
2014
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$30.5万
|
+$227
|
+1
|
+0.1%
|
|
|
2015
|
Stonebrook Private
Northville,
Michigan
|
$30.5万
|
-$2.88万
|
-127
|
-8%
|
|
|
2016
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$30.4万
|
-$3,861
|
-17
|
-1%
|
|
|
2017
|
First Bank & Trust
Brookings,
South Dakota
|
$30.4万
|
+$1,135
|
+5
|
+0.4%
|
|
|
2018
|
New Republic Capital
Charlotte,
North Carolina
|
$30.4万
|
-$2.52万
|
-111
|
-7%
|
|
|
2019
|
Raffa Wealth Management
Washington,
District of Columbia
|
$30.4万
|
–
|
–
|
–
|
|
|
2020
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$30.3万
|
-$1,363
|
-6
|
-0.4%
|
|
|
2021
|
Dickmeyer Boyce Financial Management
Fort Wayne,
Indiana
|
$30.2万
|
+$227
|
+1
|
+0.1%
|
|
|
2022
|
White Pine Capital
Bloomington,
Minnesota
|
$30.2万
|
-$2,725
|
-12
|
-0.9%
|
|
|
2023
|
Verity Asset Management
Durham,
North Carolina
|
$30.2万
|
-$2,271
|
-10
|
-0.7%
|
|
|
2024
|
Granite Harbor Advisors
Houston,
Texas
|
$30.1万
|
+$1.82万
|
+80
|
+6%
|
|
|
2025
|
Focused Wealth Management
Newburgh,
New York
|
$30.1万
|
+$9.13万
|
+402
|
+42%
|
|
