|
2001
|
OneAscent Family Office
Birmingham,
Alabama
|
$172万
|
+$10.5万
|
+265
|
+7%
|
|
|
2002
|
Verition Fund Management
Greenwich,
Connecticut
|
$171万
|
-$588万
|
-14,779
|
-78%
|
|
|
2003
|
Ceera Investments
Bellaire,
Texas
|
$171万
|
-$5.65万
|
-142
|
-3%
|
|
|
2004
|
Sunpointe
St. Louis,
Missouri
|
$171万
|
+$7,159
|
+18
|
+0.4%
|
|
|
2005
|
ViaWealth
Leawood,
Kansas
|
$171万
|
+$398
|
+1
|
+0%
|
|
|
2006
|
Journey Advisory Group
Covington,
Kentucky
|
$170万
|
+$9.19万
|
+231
|
+6%
|
|
|
2007
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$170万
|
+$82.3万
|
+2,069
|
+104%
|
|
|
2008
|
Heritage Family Offices
Scottsdale,
Arizona
|
$170万
|
+$52万
|
+1,308
|
+48%
|
|
|
2009
|
JGP Wealth Management
Bend,
Oregon
|
$170万
|
+$6,363
|
+16
|
+0.4%
|
|
|
2010
|
Acropolis Investment Management
St. Louis,
Missouri
|
$170万
|
-$7,954
|
-20
|
-0.5%
|
|
|
2011
|
Advocate Group
Minnetonka,
Minnesota
|
$170万
|
–
|
–
|
–
|
|
|
2012
|
Clare Market Investments
Dallas,
Texas
|
$170万
|
+$23万
|
+578
|
+17%
|
|
|
2013
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$170万
|
-$5,966
|
-15
|
-0.4%
|
|
|
2014
|
BlackDiamond Wealth Management
New York
|
$170万
|
+$12万
|
+301
|
+6%
|
|
|
2015
|
Novem Group
Rochester,
New York
|
$170万
|
+$25万
|
+628
|
+18%
|
|
|
2016
|
Sutton Place Investors
Katonah,
New York
|
$169万
|
+$10.1万
|
+254
|
+7%
|
|
|
2017
|
Saxony Capital Management
St. Louis,
Missouri
|
$169万
|
+$23.7万
|
+597
|
+17%
|
|
|
2018
|
INVST
Indianapolis,
Indiana
|
$169万
|
+$18.4万
|
+463
|
+13%
|
|
|
2019
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$169万
|
+$15.4万
|
+387
|
+11%
|
|
|
2020
|
Resolute Advisors
San Francisco,
California
|
$168万
|
-$50.4万
|
-1,266
|
-24%
|
|
|
2021
|
Lionshead Wealth Management
New York
|
$168万
|
+$3,182
|
+8
|
+0.2%
|
|
|
2022
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$168万
|
+$54.6万
|
+1,374
|
+52%
|
|
|
2023
|
Capital Management Associates (New York)
New York
|
$168万
|
–
|
–
|
–
|
|
|
2024
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$168万
|
-$2,386
|
-6
|
-0.1%
|
|
|
2025
|
Perryman Financial Advisory
Dallas,
Texas
|
$168万
|
+$82.8万
|
+2,083
|
+110%
|
|
