|
2001
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$21.5万
|
–
|
–
|
–
|
|
|
2002
|
Bank of Stockton
Stockton,
California
|
$21.5万
|
-$1.41万
|
-150
|
-6%
|
|
|
2003
|
Garde Capital
Seattle,
Washington
|
$21.4万
|
–
|
–
|
–
|
|
|
2004
|
Storen Legacy Partners
Zionsville,
Indiana
|
$21.4万
|
+$3,295
|
+35
|
+2%
|
|
|
2005
|
Whittier Trust
South Pasadena,
California
|
$21.3万
|
+$1.37万
|
+146
|
+7%
|
|
|
2006
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$21.3万
|
+$1,883
|
+20
|
+0.9%
|
|
|
2007
|
Embree Financial Group
Chicago,
Illinois
|
$21.3万
|
+$20.9万
|
+2,224
|
新規
|
|
|
2008
|
FDx Advisors
Chicago,
Illinois
|
$21.2万
|
-$2.37万
|
-252
|
-10%
|
|
|
2009
|
MBA Advisors
Hermitage,
Pennsylvania
|
$21.2万
|
–
|
–
|
–
|
|
|
2010
|
Capula Management
Grand Cayman,
Cayman Islands
|
$21.2万
|
-$101万
|
-10,734
|
-83%
|
|
|
2011
|
Athena Investment Management
Orinda,
California
|
$21.1万
|
-$2.35万
|
-250
|
-10%
|
|
|
2012
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$21.1万
|
–
|
–
|
–
|
|
|
2013
|
Kestra Investment Management
Austin,
Texas
|
$21.1万
|
+$20.8万
|
+2,204
|
新規
|
|
|
2014
|
Islay Capital Management
Lubbock,
Texas
|
$21.1万
|
–
|
–
|
–
|
|
|
2015
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$21.1万
|
–
|
–
|
–
|
|
|
2016
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$21.1万
|
-$27.1万
|
-2,878
|
-57%
|
|
|
2017
|
Camelot Portfolios
Maumee,
Ohio
|
$21.1万
|
–
|
–
|
–
|
|
|
2018
|
Summit Financial Strategies
Columbus,
Ohio
|
$21.1万
|
–
|
–
|
–
|
|
|
2019
|
Taylor Hoffman Capital Management
Richmond,
Virginia
|
$21.1万
|
–
|
–
|
–
|
|
|
2020
|
Altman Advisors
Chicago,
Illinois
|
$21.1万
|
+$20.7万
|
+2,200
|
新規
|
|
|
2021
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$21万
|
–
|
–
|
–
|
|
|
2022
|
Copia Wealth Management
Bend,
Oregon
|
$21万
|
–
|
–
|
–
|
|
|
2023
|
TrustBank
Olney,
Illinois
|
$21万
|
-$7,061
|
-75
|
-3%
|
|
|
2024
|
Mascagni Wealth Management
Clinton,
Mississippi
|
$20.9万
|
+$282
|
+3
|
+0.1%
|
|
|
2025
|
Disciplined Investments
Tulsa,
Oklahoma
|
$20.9万
|
+$188
|
+2
|
+0.1%
|
|
