|
2001
|
Banque Transatlantique
Paris,
France
|
$27万
|
–
|
–
|
–
|
|
|
2002
|
Brave Asset Management
Summit,
New Jersey
|
$26.8万
|
–
|
–
|
–
|
|
|
2003
|
Chapman Financial Group
Kailua,
Hawaii
|
$26.8万
|
+$2.05万
|
+100
|
+9%
|
|
|
2004
|
Rather & Kittrell
Knoxville,
Tennessee
|
$26.7万
|
–
|
–
|
–
|
|
|
2005
|
IFC & Insurance Marketing
Auburn,
California
|
$26.7万
|
+$25.7万
|
+1,256
|
新規
|
|
|
2006
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$26.7万
|
-$1.84万
|
-90
|
-7%
|
|
|
2007
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$26.7万
|
–
|
–
|
–
|
|
|
2008
|
Libra Wealth
Los Gatos,
California
|
$26.6万
|
–
|
–
|
–
|
|
|
2009
|
GSB Wealth Management
Guilford,
Connecticut
|
$26.6万
|
+$25.6万
|
+1,249
|
新規
|
|
|
2010
|
Mattern Wealth Management
Lawrence,
Kansas
|
$26.5万
|
+$1,637
|
+8
|
+0.6%
|
|
|
2011
|
Van Diest Capital
Poly City,
Iowa
|
$26.4万
|
+$25.4万
|
+1,243
|
新規
|
|
|
2012
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$26.4万
|
+$8,186
|
+40
|
+3%
|
|
|
2013
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$26.4万
|
–
|
–
|
–
|
|
|
2014
|
TCI Wealth Advisors
Tucson,
Arizona
|
$26.3万
|
-$3,070
|
-15
|
-1%
|
|
|
2015
|
JSF Financial
Los Angeles,
California
|
$26.2万
|
+$614
|
+3
|
+0.2%
|
|
|
2016
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$26.2万
|
+$25.2万
|
+1,232
|
新規
|
|
|
2017
|
BTG Pactual Asset Management US
New York
|
$26.2万
|
+$25.2万
|
+1,232
|
新規
|
|
|
2018
|
XML Financial
Bethesda,
Maryland
|
$26万
|
+$1.68万
|
+82
|
+7%
|
|
|
2019
|
Norris Financial Group
Greenville,
South Carolina
|
$25.9万
|
–
|
–
|
–
|
|
|
2020
|
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
|
$25.8万
|
-$19.4万
|
-948
|
-44%
|
|
|
2021
|
TCTC Holdings
Dallas,
Texas
|
$25.7万
|
–
|
–
|
–
|
|
|
2022
|
Centerpoint Advisors
Needham,
Massachusetts
|
$25.5万
|
–
|
–
|
–
|
|
|
2023
|
Rathbones Group
Liverpool,
United Kingdom
|
$25.4万
|
-$2,046
|
-10
|
-0.8%
|
|
|
2024
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$25.3万
|
-$1,023
|
-5
|
-0.4%
|
|
|
2025
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$25.3万
|
+$5,730
|
+28
|
+2%
|
|
