|
2001
|
Lyell Wealth Management
Menlo Park,
California
|
$258万
|
-$1.65万
|
-24
|
-0.7%
|
|
|
2002
|
3 Factor Indexing
Sacramento,
California
|
$258万
|
–
|
–
|
–
|
|
|
2003
|
RPG Investment Advisory
Pleasanton,
California
|
$258万
|
+$5.92万
|
+86
|
+3%
|
|
|
2004
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$258万
|
-$14.7万
|
-213
|
-6%
|
|
|
2005
|
Weaver Consulting Group
Huntington Beach,
California
|
$257万
|
+$1.24万
|
+18
|
+0.5%
|
|
|
2006
|
Oakworth Capital
Birmingham,
Alabama
|
$256万
|
+$22.7万
|
+330
|
+10%
|
|
|
2007
|
R.M. Davis Inc
Portland,
Maine
|
$256万
|
+$1.79万
|
+26
|
+0.8%
|
|
|
2008
|
SFM LLC
Manchester,
New Hampshire
|
$256万
|
-$2.34万
|
-34
|
-1%
|
|
|
2009
|
Linscomb Wealth
Houston,
Texas
|
$256万
|
-$72万
|
-1,047
|
-23%
|
|
|
2010
|
Donaldson Capital Management
Evansville,
Indiana
|
$256万
|
+$134万
|
+1,943
|
+127%
|
|
|
2011
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$255万
|
+$4,816
|
+7
|
+0.2%
|
|
|
2012
|
Caitlin John
Brighton,
Michigan
|
$255万
|
+$198万
|
+2,883
|
+501%
|
|
|
2013
|
Peregrine Asset Advisers
Portland,
Oregon
|
$255万
|
-$22万
|
-320
|
-8%
|
|
|
2014
|
Saiph Capital
Wyckoff,
New Jersey
|
$254万
|
+$5.09万
|
+74
|
+2%
|
|
|
2015
|
Financial Perspectives
Minneapolis,
Minnesota
|
$254万
|
-$2,064
|
-3
|
-0.1%
|
|
|
2016
|
Eclectic Associates
Fullerton,
California
|
$254万
|
-$42.2万
|
-613
|
-15%
|
|
|
2017
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$254万
|
+$1.17万
|
+17
|
+0.5%
|
|
|
2018
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$253万
|
–
|
–
|
–
|
|
|
2019
|
Stiles Financial Services
Edina,
Minnesota
|
$253万
|
+$62.3万
|
+905
|
+36%
|
|
|
2020
|
Chemistry Wealth Management
New York
|
$252万
|
+$24.8万
|
+360
|
+12%
|
|
|
2021
|
Investment Partners
New Philadelphia,
Ohio
|
$252万
|
+$3.72万
|
+54
|
+2%
|
|
|
2022
|
Well Done LLC
Holland,
Michigan
|
$252万
|
-$7.5万
|
-109
|
-3%
|
|
|
2023
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$252万
|
–
|
–
|
–
|
|
|
2024
|
GHP Investment Advisors
Denver,
Colorado
|
$251万
|
+$2万
|
+29
|
+0.9%
|
|
|
2025
|
Financial Futures
Brielle,
New Jersey
|
$251万
|
-$1.65万
|
-24
|
-0.7%
|
|
