|
2001
|
TMB Capital Partners
Little Rock,
Arkansas
|
$85.7万
|
-$7.13万
|
-235
|
-11%
|
|
|
2002
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$85.6万
|
-$11.4万
|
-376
|
-16%
|
|
|
2003
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$85万
|
-$112万
|
-3,674
|
-65%
|
|
|
2004
|
Legato Capital Management
San Francisco,
California
|
$85万
|
-$31.4万
|
-1,036
|
-35%
|
|
|
2005
|
Walser Wealth Management
Tampa,
Florida
|
$84.7万
|
+$3.25万
|
+107
|
+6%
|
|
|
2006
|
NBH Bank
Greenwood Village,
Colorado
|
$84.7万
|
+$59.3万
|
+1,954
|
新規
|
|
|
2007
|
Sovereign Financial Group
Stamford,
Connecticut
|
$84.5万
|
+$1.31万
|
+43
|
+2%
|
|
|
2008
|
Tilson Financial Group
New Providence,
New Jersey
|
$84.1万
|
-$11.7万
|
-385
|
-17%
|
|
|
2009
|
Richard W. Paul & Associates
Novi,
Michigan
|
$83.9万
|
-$3.31万
|
-109
|
-5%
|
|
|
2010
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$83.7万
|
+$4,250
|
+14
|
+0.7%
|
|
|
2011
|
Aquatic Capital Management
Chicago,
Illinois
|
$83.6万
|
-$149万
|
-4,919
|
-72%
|
|
|
2012
|
NorthRock Partners
Minneapolis,
Minnesota
|
$83.6万
|
+$13.4万
|
+442
|
+30%
|
|
|
2013
|
Plancorp LLC
Saint Louis,
Missouri
|
$83.3万
|
-$5.4万
|
-178
|
-7%
|
|
|
2014
|
TSA Wealth Management
Houston,
Texas
|
$83.2万
|
+$14.4万
|
+475
|
+33%
|
|
|
2015
|
Knightsbridge Asset Management
Newport Beach,
California
|
$82.4万
|
-$3,643
|
-12
|
-0.6%
|
|
|
2016
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$82.3万
|
-$16.2万
|
-533
|
-22%
|
|
|
2017
|
EdenTree Asset Management
London,
United Kingdom
|
$82.3万
|
–
|
–
|
–
|
|
|
2018
|
Index Fund Advisors
Irvine,
California
|
$82.1万
|
–
|
–
|
–
|
|
|
2019
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$82万
|
+$10.8万
|
+355
|
+23%
|
|
|
2020
|
Seneca House Advisors
Richmond,
Virginia
|
$81.7万
|
+$9,410
|
+31
|
+2%
|
|
|
2021
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$81.5万
|
–
|
–
|
–
|
|
|
2022
|
D'Orazio & Associates
Falls Church,
Virginia
|
$81.5万
|
+$4.46万
|
+147
|
+8%
|
|
|
2023
|
L.J. Altfest & Co
New York
|
$81.3万
|
+$10万
|
+331
|
+21%
|
|
|
2024
|
NIA Impact Advisors
Berkeley,
California
|
$81万
|
-$1.73万
|
-57
|
-3%
|
|
|
2025
|
Saxon Interests
Houston,
Texas
|
$80.9万
|
-$7,285
|
-24
|
-1%
|
|
