|
2001
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$37.4万
|
-$1.98万
|
-802
|
-5%
|
|
|
2002
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$37.4万
|
–
|
–
|
–
|
|
|
2003
|
Berger Financial Group
Plymouth,
Minnesota
|
$37.4万
|
-$5,504
|
-223
|
-1%
|
|
|
2004
|
Sovereign Financial Group
Stamford,
Connecticut
|
$37.3万
|
+$1.12万
|
+453
|
+3%
|
|
|
2005
|
Capital Square
Chattanooga,
Tennessee
|
$37.3万
|
+$8,194
|
+332
|
+2%
|
|
|
2006
|
MCF Advisors
Covington,
Kentucky
|
$37.2万
|
+$5,405
|
+219
|
+2%
|
|
|
2007
|
Aventura Private Wealth
Aventura,
Florida
|
$37.1万
|
+$5.77万
|
+2,338
|
+19%
|
|
|
2008
|
Bath Savings Trust
Bath,
Maine
|
$37.1万
|
-$1.28万
|
-520
|
-3%
|
|
|
2009
|
Acima Private Wealth
Richmond,
Virginia
|
$37.1万
|
–
|
–
|
–
|
|
|
2010
|
Wellington Shields Capital Management
New York
|
$37万
|
-$1.04万
|
-423
|
-3%
|
|
|
2011
|
LexAurum Advisors
Overland Park,
Kansas
|
$37万
|
-$2.31万
|
-935
|
-6%
|
|
|
2012
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$37万
|
+$2.09万
|
+846
|
+6%
|
|
|
2013
|
Saybrook Capital
Winston Salem,
North Carolina
|
$36.9万
|
–
|
–
|
–
|
|
|
2014
|
Acorns Advisers
Irvine,
California
|
$36.9万
|
+$4.91万
|
+1,989
|
+16%
|
|
|
2015
|
Barrett & Company
Providence,
Rhode Island
|
$36.9万
|
+$321
|
+13
|
+0.1%
|
|
|
2016
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$36.9万
|
-$8,145
|
-330
|
-2%
|
|
|
2017
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$36.8万
|
-$50.4万
|
-20,432
|
-59%
|
|
|
2018
|
Rossby Financial
Melbourne,
Florida
|
$36.8万
|
+$4.45万
|
+1,801
|
+15%
|
|
|
2019
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$36.8万
|
+$4,245
|
+172
|
+1%
|
|
|
2020
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$36.7万
|
+$35.6万
|
+14,421
|
新規
|
|
|
2021
|
SNS Financial Group
Minneapolis,
Minnesota
|
$36.7万
|
-$4,838
|
-196
|
-1%
|
|
|
2022
|
MTM Investment Management
Spartanburg,
South Carolina
|
$36.7万
|
+$765
|
+31
|
+0.2%
|
|
|
2023
|
SFG Wealth Management
Towson,
Maryland
|
$36.7万
|
+$6,343
|
+257
|
+2%
|
|
|
2024
|
FAS Wealth Partners
Leawood,
Kansas
|
$36.6万
|
+$8,071
|
+327
|
+2%
|
|
|
2025
|
Trust Company of the South
Greensboro,
North Carolina
|
$36.6万
|
-$37.1万
|
-15,018
|
-51%
|
|
