|
2001
|
Evolution Wealth Management
Fort Myers,
Florida
|
$2.29万
|
-$4.39万
|
-544
|
-65%
|
|
|
2002
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$2.29万
|
-$7,422
|
-92
|
-24%
|
|
|
2003
|
Hughes Financial Services
Herndon,
Virginia
|
$2.28万
|
+$2,178
|
+27
|
+10%
|
|
|
2004
|
S&T Bank
Indiana,
Pennsylvania
|
$2.25万
|
+$1,129
|
+14
|
+5%
|
|
|
2005
|
Lodestone Wealth Management
Spokane,
Washington
|
$2.22万
|
+$81
|
+1
|
+0.4%
|
|
|
2006
|
Buck Wealth Strategies
Denver,
Colorado
|
$2.22万
|
+$2.29万
|
+284
|
新規
|
|
|
2007
|
Raffa Wealth Management
Washington,
District of Columbia
|
$2.21万
|
-$1,210
|
-15
|
-5%
|
|
|
2008
|
Monetary Solutions
Dayton,
Ohio
|
$2.17万
|
–
|
–
|
–
|
|
|
2009
|
Meeder Asset Management
Dublin,
Ohio
|
$2.15万
|
-$2.89万
|
-358
|
-57%
|
|
|
2010
|
Barrett & Company
Providence,
Rhode Island
|
$2.15万
|
+$2.22万
|
+275
|
新規
|
|
|
2011
|
Axiom Investment Management
New York
|
$2.06万
|
-$4.71万
|
-584
|
-69%
|
|
|
2012
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$2.04万
|
-$3.69万
|
-457
|
-64%
|
|
|
2013
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$2.04万
|
–
|
–
|
–
|
|
|
2014
|
Lummis Asset Management
Fort Worth,
Texas
|
$1.98万
|
+$807
|
+10
|
+4%
|
|
|
2015
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$1.96万
|
+$2,985
|
+37
|
+17%
|
|
|
2016
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$1.94万
|
-$7,099
|
-88
|
-26%
|
|
|
2017
|
Fortis Group Advisors
Westwood,
New Jersey
|
$1.92万
|
+$1,210
|
+15
|
+7%
|
|
|
2018
|
Centennial Bank
Conway,
Arkansas
|
$1.91万
|
–
|
–
|
–
|
|
|
2019
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$1.86万
|
–
|
–
|
–
|
|
|
2020
|
Addison Advisors
Middlebury,
Vermont
|
$1.84万
|
-$17.6万
|
-2,177
|
-90%
|
|
|
2021
|
Wellington Shields Capital Management
New York
|
$1.83万
|
-$1.61万
|
-200
|
-46%
|
|
|
2022
|
Bare Financial Services
Gap,
Pennsylvania
|
$1.82万
|
+$5,647
|
+70
|
+43%
|
|
|
2023
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$1.79万
|
+$3,146
|
+39
|
+21%
|
|
|
2024
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1.75万
|
-$2,823
|
-35
|
-14%
|
|
|
2025
|
Entrust Financial
Wayne,
Pennsylvania
|
$1.74万
|
–
|
–
|
–
|
|
