|
2001
|
Bangor Savings Bank
Bangor,
Maine
|
$78.6万
|
-$1.84万
|
-209
|
-2%
|
|
|
2002
|
Welch Group
Birmingham,
Alabama
|
$78.5万
|
+$4,580
|
+52
|
+0.5%
|
|
|
2003
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$78.4万
|
+$23.6万
|
+2,684
|
+37%
|
|
|
2004
|
Steele Capital Management
Dubuque,
Iowa
|
$78.2万
|
-$4.4万
|
-500
|
-4%
|
|
|
2005
|
Capstone Capital Management
Hong Kong,
|
$78.2万
|
+$96.4万
|
+10,948
|
新規
|
|
|
2006
|
Cypress Asset Management
Houston,
Texas
|
$78.1万
|
-$96.7万
|
-10,980
|
-50%
|
|
|
2007
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$78万
|
–
|
–
|
–
|
|
|
2008
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$77.8万
|
-$1.79万
|
-203
|
-2%
|
|
|
2009
|
Clarity Wealth Advisors
San Jose,
California
|
$77.8万
|
+$2.61万
|
+296
|
+3%
|
|
|
2010
|
Virtue Capital Management
Brentwood,
Tennessee
|
$77.8万
|
+$16.6万
|
+1,881
|
+21%
|
|
|
2011
|
ViaWealth
Leawood,
Kansas
|
$77.6万
|
+$1.59万
|
+180
|
+2%
|
|
|
2012
|
Oxford Wealth Group
Orlando,
Florida
|
$77.4万
|
+$9,864
|
+112
|
+1%
|
|
|
2013
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$77.2万
|
-$7.46万
|
-847
|
-7%
|
|
|
2014
|
Sargent Investment Group
Bethesda,
Maryland
|
$77.2万
|
+$39万
|
+4,433
|
+70%
|
|
|
2015
|
Evansbrook
Bolingbrook,
Illinois
|
$77.1万
|
+$8,807
|
+100
|
+0.9%
|
|
|
2016
|
Monument Capital Management
Alexandria,
Virginia
|
$76.8万
|
-$3.83万
|
-435
|
-4%
|
|
|
2017
|
Persium Advisors
Atlanta,
Georgia
|
$76.5万
|
+$11.6万
|
+1,313
|
+14%
|
|
|
2018
|
First Bank & Trust
Brookings,
South Dakota
|
$76.3万
|
-$20.1万
|
-2,281
|
-18%
|
|
|
2019
|
McDonough Capital Management
Orlando,
Florida
|
$76.3万
|
-$7.15万
|
-812
|
-7%
|
|
|
2020
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$76.3万
|
-$19.7万
|
-2,237
|
-17%
|
|
|
2021
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$76.3万
|
+$7,045
|
+80
|
+0.8%
|
|
|
2022
|
Wilian Securities
Vadnais Heights,
Minnesota
|
$76.2万
|
+$47.6万
|
+5,404
|
+102%
|
|
|
2023
|
Canopy Partners
Cincinnati,
Ohio
|
$76.2万
|
-$1.92万
|
-218
|
-2%
|
|
|
2024
|
Coign Capital Advisors
Draper,
Utah
|
$76.1万
|
-$1.14万
|
-129
|
-1%
|
|
|
2025
|
Oder Investment Management
Woodland Hills,
California
|
$76万
|
+$2.47万
|
+280
|
+3%
|
|
