|
2001
|
Mairs & Power Inc
St Paul,
Minnesota
|
$45.9万
|
–
|
–
|
–
|
|
|
2002
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$45.9万
|
–
|
–
|
–
|
|
|
2003
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$45.8万
|
+$6.1万
|
+352
|
+16%
|
|
|
2004
|
Golden State Wealth Management
Santa Ana,
California
|
$45.7万
|
+$2,255
|
+13
|
+0.5%
|
|
|
2005
|
Eastern Bank
Boston,
Massachusetts
|
$45.7万
|
-$17.3万
|
-1,000
|
-28%
|
|
|
2006
|
Laidlaw Wealth Management
New York City,
New York
|
$45.6万
|
+$10.6万
|
+609
|
+32%
|
|
|
2007
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$45.6万
|
–
|
–
|
–
|
|
|
2008
|
Townsend Asset Management
Raleigh,
North Carolina
|
$45.4万
|
+$2.79万
|
+161
|
+7%
|
|
|
2009
|
Citizens Business Bank
Ontario,
California
|
$45.3万
|
-$2.74万
|
-158
|
-6%
|
|
|
2010
|
NTV Asset Management
Charleston,
West Virginia
|
$45.3万
|
-$7,284
|
-42
|
-2%
|
|
|
2011
|
Human Investing
Lake Oswego,
Oregon
|
$45.3万
|
-$1.42万
|
-82
|
-3%
|
|
|
2012
|
Forum Finance Group
Geneva,
|
$45.3万
|
–
|
–
|
–
|
|
|
2013
|
FAI Advisors, Inc.
Farmington Hills,
Michigan
|
$45.3万
|
-$4.06万
|
-234
|
-9%
|
|
|
2014
|
Highlander Partners
Dallas,
Texas
|
$45.2万
|
–
|
–
|
–
|
|
|
2015
|
Griffith & Werner
Canton,
Georgia
|
$45.2万
|
-$7.74万
|
-446
|
-15%
|
|
|
2016
|
Strait & Sound Wealth Management
San Francisco,
California
|
$45.2万
|
+$4.16万
|
+240
|
+11%
|
|
|
2017
|
BlackDiamond Wealth Management
New York
|
$45.2万
|
-$7,458
|
-43
|
-2%
|
|
|
2018
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$45万
|
+$3,469
|
+20
|
+0.8%
|
|
|
2019
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$45万
|
-$3.14万
|
-181
|
-7%
|
|
|
2020
|
Seelaus Asset Management
Chatham,
New Jersey
|
$44.9万
|
-$46.7万
|
-2,692
|
-52%
|
|
|
2021
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$44.8万
|
+$6.94万
|
+400
|
+19%
|
|
|
2022
|
Summit Asset Management
Memphis,
Tennessee
|
$44.8万
|
+$1.4万
|
+81
|
+3%
|
|
|
2023
|
SYM Financial Corp
Winona Lake,
Indiana
|
$44.7万
|
+$6.38万
|
+368
|
+17%
|
|
|
2024
|
NFP Retirement Inc
Aliso Viejo,
California
|
$44.5万
|
+$9,018
|
+52
|
+2%
|
|
|
2025
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$44.5万
|
+$173
|
+1
|
+0%
|
|
