|
2001
|
Asset Dedication LLC
San Francisco,
California
|
$1698万
|
-$149万
|
-7,252
|
-8%
|
|
|
2002
|
|
$1697万
|
–
|
–
|
–
|
|
|
2003
|
Strategic Advisors
New York
|
$1697万
|
-$2203万
|
-107,141
|
-56%
|
|
|
2004
|
NWF Advisory Services
Los Angeles,
California
|
$1695万
|
-$42.8万
|
-2,084
|
-2%
|
|
|
2005
|
|
$1694万
|
-$3811万
|
-185,350
|
-69%
|
|
|
2006
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
$1693万
|
-$5.26万
|
-256
|
-0.3%
|
|
|
2007
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$1693万
|
+$15.9万
|
+773
|
+0.9%
|
|
|
2008
|
Tyche Wealth Partners
Plano,
Texas
|
$1690万
|
-$3.06万
|
-149
|
-0.2%
|
|
|
2009
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1690万
|
-$123万
|
-5,981
|
-7%
|
|
|
2010
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1689万
|
-$15.4万
|
-749
|
-0.9%
|
|
|
2011
|
Northstar Advisory Group
Northfield,
New Jersey
|
$1689万
|
-$312万
|
-15,162
|
-15%
|
|
|
2012
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$1687万
|
-$5.04万
|
-245
|
-0.3%
|
|
|
2013
|
Menard Financial Group
Houston,
Texas
|
$1682万
|
+$20.9万
|
+1,015
|
+1%
|
|
|
2014
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1682万
|
-$107万
|
-5,223
|
-6%
|
|
|
2015
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1682万
|
+$82.9万
|
+4,033
|
+5%
|
|
|
2016
|
Untitled Investments
New York
|
$1681万
|
-$508万
|
-24,705
|
-23%
|
|
|
2017
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$1681万
|
-$75.5万
|
-3,670
|
-4%
|
|
|
2018
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$1681万
|
+$20万
|
+973
|
+1%
|
|
|
2019
|
Kimelman & Baird
New York
|
$1680万
|
-$3.6万
|
-175
|
-0.2%
|
|
|
2020
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$1678万
|
-$24.4万
|
-1,188
|
-1%
|
|
|
2021
|
Crosslink Capital
Menlo Park,
California
|
$1676万
|
-$871万
|
-42,340
|
-34%
|
|
|
2022
|
Sargent Investment Group
Bethesda,
Maryland
|
$1676万
|
+$14.3万
|
+697
|
+0.8%
|
|
|
2023
|
SWS Partners
Columbus,
Ohio
|
$1674万
|
+$208万
|
+10,094
|
+14%
|
|
|
2024
|
Willis Investment Counsel
Gainesville,
Georgia
|
$1674万
|
+$302万
|
+14,700
|
+21%
|
|
|
2025
|
Activest Wealth Management
Aventure,
Florida
|
$1670万
|
-$747万
|
-36,321
|
-30%
|
|
