|
2001
|
Principal Street Partners
Memphis,
Tennessee
|
$143万
|
+$46万
|
+1,134
|
+61%
|
|
|
2002
|
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
|
$142万
|
+$4.95万
|
+122
|
+4%
|
|
|
2003
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$142万
|
-$7.39万
|
-182
|
-6%
|
|
|
2004
|
Avior Wealth Management
Omaha,
Nebraska
|
$142万
|
-$246万
|
-6,056
|
-67%
|
|
|
2005
|
Hoge Financial Services
Canonsburg,
Pennsylvania
|
$142万
|
+$2,435
|
+6
|
+0.2%
|
|
|
2006
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$142万
|
–
|
–
|
–
|
|
|
2007
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$142万
|
+$6.9万
|
+170
|
+6%
|
|
|
2008
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$141万
|
–
|
–
|
–
|
|
|
2009
|
Keel Point
Huntsville,
Alabama
|
$141万
|
-$8.03万
|
-198
|
-6%
|
|
|
2010
|
LVZ Inc
Holland,
Michigan
|
$141万
|
+$2.19万
|
+54
|
+2%
|
|
|
2011
|
Proficio Capital Partners
Newton,
Massachusetts
|
$141万
|
+$58.4万
|
+1,439
|
+95%
|
|
|
2012
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$141万
|
+$57.5万
|
+1,416
|
+60%
|
|
|
2013
|
Ducere Wealth Management
Newport Beach,
California
|
$141万
|
+$38.3万
|
+944
|
+47%
|
|
|
2014
|
|
$141万
|
–
|
–
|
–
|
|
|
2015
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$141万
|
-$1.91万
|
-47
|
-2%
|
|
|
2016
|
Grove Bank & Trust
Miami,
Florida
|
$141万
|
-$2,841
|
-7
|
-0.2%
|
|
|
2017
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$140万
|
+$4.38万
|
+108
|
+4%
|
|
|
2018
|
Titleist Asset Management
San Antonio,
Texas
|
$140万
|
+$14.3万
|
+353
|
+14%
|
|
|
2019
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$140万
|
+$1.74万
|
+43
|
+1%
|
|
|
2020
|
Orbis Allan Gray
Hamilton,
Bermuda
|
$139万
|
-$86.4万
|
-2,128
|
-42%
|
|
|
2021
|
Uniting Wealth Partners
Mission,
Kansas
|
$139万
|
-$40.3万
|
-993
|
-25%
|
|
|
2022
|
Larson Financial Group
St Louis,
Missouri
|
$139万
|
+$16.6万
|
+410
|
+16%
|
|
|
2023
|
Dalton Investments
Las Vegas,
Nevada
|
$139万
|
+$3.25万
|
+80
|
+3%
|
|
|
2024
|
Lodestar Private Asset Management
Alamo,
California
|
$139万
|
+$4,058
|
+10
|
+0.3%
|
|
|
2025
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$139万
|
+$10.7万
|
+264
|
+10%
|
|
