|
2001
|
Spirepoint Private Client
Vero Beach,
Florida
|
$47.2万
|
-$1.31万
|
-50
|
-3%
|
|
|
2002
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$47.1万
|
-$18万
|
-687
|
-28%
|
|
|
2003
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$47.1万
|
+$45.4万
|
+1,730
|
新規
|
|
|
2004
|
Fairview Capital Investment Management
Greenbrae,
California
|
$47万
|
-$7.22万
|
-275
|
-14%
|
|
|
2005
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$46.9万
|
+$3.81万
|
+145
|
+9%
|
|
|
2006
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$46.8万
|
+$45.2万
|
+1,722
|
新規
|
|
|
2007
|
Nicholson Wealth Management Group
Charlestown,
South Carolina
|
$46.7万
|
+$5.25万
|
+200
|
+13%
|
|
|
2008
|
R2 Capital Strategies
Lincoln,
Nebraska
|
$46.7万
|
+$45.1万
|
+1,716
|
新規
|
|
|
2009
|
GAM Holding
Zurich,
Switzerland
|
$46.6万
|
+$18万
|
+686
|
+67%
|
|
|
2010
|
Encompass Wealth Advisors
Portland,
Oregon
|
$46.5万
|
–
|
–
|
–
|
|
|
2011
|
Balentine LLC
Atlanta,
Georgia
|
$46.5万
|
+$13.8万
|
+527
|
+45%
|
|
|
2012
|
Atlas Legacy Advisors
Los Angeles,
California
|
$46.4万
|
+$5.72万
|
+218
|
+14%
|
|
|
2013
|
Integrity Financial
Cheyenne,
Wyoming
|
$46.4万
|
+$3,939
|
+15
|
+0.9%
|
|
|
2014
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$46.4万
|
+$9,190
|
+35
|
+2%
|
|
|
2015
|
Ausdal Financial Partners
Davenport,
Iowa
|
$46.3万
|
+$5.02万
|
+191
|
+13%
|
|
|
2016
|
Avalon Trust
Santa Fe,
New Mexico
|
$46.2万
|
-$9.19万
|
-350
|
-17%
|
|
|
2017
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$46.2万
|
–
|
–
|
–
|
|
|
2018
|
Financial Management Network
Mission Viejo,
California
|
$46.2万
|
-$6.64万
|
-253
|
-14%
|
|
|
2019
|
Edgestream Partners
Princeton,
New Jersey
|
$46万
|
-$397万
|
-15,129
|
-90%
|
|
|
2020
|
GeoWealth Management
Chicago,
Illinois
|
$45.9万
|
+$3.91万
|
+149
|
+10%
|
|
|
2021
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$45.9万
|
–
|
–
|
–
|
|
|
2022
|
JB Capital
Wethersfield,
Connecticut
|
$45.8万
|
+$5,777
|
+22
|
+1%
|
|
|
2023
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$45.8万
|
+$263
|
+1
|
+0.1%
|
|
|
2024
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$45.7万
|
-$60.3万
|
-2,298
|
-58%
|
|
|
2025
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$45.7万
|
+$6,039
|
+23
|
+1%
|
|
