|
2001
|
Caldwell Trust
Venice,
Florida
|
$6.1万
|
-$11.6万
|
-1,174
|
-66%
|
|
|
2002
|
Atwood & Palmer
Kansas City,
Missouri
|
$5.96万
|
+$9,901
|
+100
|
+20%
|
|
|
2003
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
$5.91万
|
-$20.5万
|
-2,067
|
-79%
|
|
|
2004
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$5.81万
|
+$2.67万
|
+270
|
+86%
|
|
|
2005
|
SJS Investment Consulting
Sylvania,
Ohio
|
$5.6万
|
-$6.05万
|
-611
|
-52%
|
|
|
2006
|
Fedenia Advisers
Madison,
Wisconsin
|
$5.56万
|
-$30万
|
-3,025
|
-84%
|
|
|
2007
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$5.56万
|
+$1.15万
|
+116
|
+26%
|
|
|
2008
|
REAP Financial Group
Austin,
Texas
|
$5.55万
|
+$6,040
|
+61
|
+12%
|
|
|
2009
|
Sankala Group
Lyons,
Colorado
|
$5.51万
|
-$4,455
|
-45
|
-9%
|
|
|
2010
|
Prosperity Bancshares
Houston,
Texas
|
$5.49万
|
-$4.54万
|
-459
|
-45%
|
|
|
2011
|
Duncker Streett & Co
St. Louis,
Missouri
|
$5.46万
|
-$25.3万
|
-2,560
|
-82%
|
|
|
2012
|
West Branch Capital
Amherst,
Massachusetts
|
$5.31万
|
–
|
–
|
–
|
|
|
2013
|
North Star Investment Management
Chicago,
Illinois
|
$5.19万
|
-$5.87万
|
-593
|
-53%
|
|
|
2014
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$5.12万
|
+$2.17万
|
+219
|
+74%
|
|
|
2015
|
Barrett & Company
Providence,
Rhode Island
|
$5.06万
|
+$1.19万
|
+120
|
+31%
|
|
|
2016
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$5.04万
|
-$3.03万
|
-306
|
-38%
|
|
|
2017
|
Evolution Wealth Management
Fort Myers,
Florida
|
$5.04万
|
-$5,148
|
-52
|
-9%
|
|
|
2018
|
Peck Wealth Management
White Plains,
New York
|
$4.96万
|
–
|
–
|
–
|
|
|
2019
|
One River Asset Management
Stamford,
Connecticut
|
$4.88万
|
-$12.6万
|
-1,270
|
-72%
|
|
|
2020
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$4.86万
|
–
|
–
|
–
|
|
|
2021
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$4.82万
|
+$2.77万
|
+280
|
+137%
|
|
|
2022
|
Hilltop National Bank
Casper,
Wyoming
|
$4.77万
|
-$1.9万
|
-192
|
-29%
|
|
|
2023
|
WPG Advisers
Baltimore,
Maryland
|
$4.68万
|
+$3,762
|
+38
|
+9%
|
|
|
2024
|
Broadwater Capital
Boston,
Massachusetts
|
$4.67万
|
+$4.65万
|
+470
|
新規
|
|
|
2025
|
TFC Financial Management
Boston,
Massachusetts
|
$4.39万
|
+$2,277
|
+23
|
+5%
|
|
