|
2001
|
EntryPoint Capital
New York
|
$28.1万
|
-$26.2万
|
-10,564
|
-44%
|
|
|
2002
|
Investment Partners
New Philadelphia,
Ohio
|
$28万
|
+$397
|
+16
|
+0.1%
|
|
|
2003
|
Spirepoint Private Client
Vero Beach,
Florida
|
$28万
|
-$1.6万
|
-643
|
-5%
|
|
|
2004
|
Berman McAleer
Timonium,
Maryland
|
$28万
|
+$4,790
|
+193
|
+1%
|
|
|
2005
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$28万
|
-$3,624
|
-146
|
-1%
|
|
|
2006
|
TCFG Investment Advisors
Laguna Niguel,
California
|
$27.8万
|
+$4,641
|
+187
|
+1%
|
|
|
2007
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$27.8万
|
+$8.4万
|
+3,383
|
+34%
|
|
|
2008
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$27.8万
|
-$3.86万
|
-1,554
|
-10%
|
|
|
2009
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$27.8万
|
+$4,368
|
+176
|
+1%
|
|
|
2010
|
Sagewood Asset Management
New York
|
$27.7万
|
-$8.84万
|
-3,561
|
-21%
|
|
|
2011
|
Matthew Hamilton Rosenberg
|
$27.6万
|
+$12.7万
|
+5,121
|
+62%
|
|
|
2012
|
ClearBridge Investments
New York
|
$27.6万
|
+$4,964
|
+200
|
+2%
|
|
|
2013
|
GenWealth Group
Maplewood,
New Jersey
|
$27.6万
|
-$1,638
|
-66
|
-0.5%
|
|
|
2014
|
O'Rourke & Company
Boston,
Massachusetts
|
$27.6万
|
+$9,605
|
+387
|
+3%
|
|
|
2015
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$27.6万
|
-$5,510
|
-222
|
-2%
|
|
|
2016
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$27.5万
|
+$8.6万
|
+3,465
|
+35%
|
|
|
2017
|
Koenig Investment Advisory
Ashland,
Oregon
|
$27.5万
|
-$3,425
|
-138
|
-1%
|
|
|
2018
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$27.5万
|
+$1.52万
|
+612
|
+5%
|
|
|
2019
|
Windsor Capital Management
Phoenix,
Arizona
|
$27.5万
|
–
|
–
|
–
|
|
|
2020
|
Second Half Financial Partners
Sebring,
Florida
|
$27.5万
|
+$4.96万
|
+2,000
|
+18%
|
|
|
2021
|
Khazanah Nasional Berhad
Kuala Lumpur,
|
$27.5万
|
-$4.77万
|
-1,921
|
-13%
|
|
|
2022
|
one8zero8 LLC
Greensboro,
North Carolina
|
$27.5万
|
+$695
|
+28
|
+0.2%
|
|
|
2023
|
GDS Wealth Management
Flower Mound,
Texas
|
$27.4万
|
+$2.05万
|
+827
|
+7%
|
|
|
2024
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$27.4万
|
–
|
–
|
–
|
|
|
2025
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$27.4万
|
+$7,992
|
+322
|
+2%
|
|
