|
2001
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$6,362
|
–
|
–
|
–
|
|
|
2002
|
GHP Investment Advisors
Denver,
Colorado
|
$6,362
|
–
|
–
|
–
|
|
|
2003
|
Allied Private Wealth
Boca Raton,
Florida
|
$6,358
|
+$6,343
|
+20
|
新規
|
|
|
2004
|
American Capital Advisory
Ketchum,
Idaho
|
$6,027
|
+$634
|
+2
|
+13%
|
|
|
2005
|
Asset Dedication LLC
San Francisco,
California
|
$6,027
|
+$5,709
|
+18
|
新規
|
|
|
2006
|
Copia Wealth Management
Bend,
Oregon
|
$5,692
|
–
|
–
|
–
|
|
|
2007
|
Bare Financial Services
Gap,
Pennsylvania
|
$5,357
|
+$634
|
+2
|
+14%
|
|
|
2008
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$4,687
|
+$634
|
+2
|
+17%
|
|
|
2009
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$4,353
|
+$2,854
|
+9
|
+225%
|
|
|
2010
|
NBH Bank
Greenwood Village,
Colorado
|
$4,353
|
+$4,123
|
+13
|
新規
|
|
|
2011
|
RMG Wealth Management
Platteville,
Wisconsin
|
$4,325
|
-$1.3万
|
-41
|
-73%
|
|
|
2012
|
Colonial Trust
Spartanburg,
South Carolina
|
$4,227
|
+$1,586
|
+5
|
+63%
|
|
|
2013
|
Ravenstone Capital Management
Toronto,
|
$4,018
|
-$4.69万
|
-148
|
-93%
|
|
|
2014
|
Davis Capital Management
Jacksonville,
Florida
|
$4,018
|
+$2,220
|
+7
|
+140%
|
|
|
2015
|
Decker Retirement Planning
Levi,
Utah
|
$4,018
|
+$3,806
|
+12
|
新規
|
|
|
2016
|
Field & Main Bank
Henderson,
Kentucky
|
$4,018
|
+$3,806
|
+12
|
新規
|
|
|
2017
|
Prosperity Bancshares
Houston,
Texas
|
$4,018
|
+$3,806
|
+12
|
新規
|
|
|
2018
|
Berkshire Capital Holdings
San Jose,
California
|
$3,348
|
-$1717万
|
-54,150
|
-100%
|
|
|
2019
|
NBT Bank
Norwich,
New York
|
$3,348
|
-$6,343
|
-20
|
-67%
|
|
|
2020
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$3,348
|
–
|
–
|
–
|
|
|
2021
|
LAM Group
Lake Oswego,
Oregon
|
$3,348
|
–
|
–
|
–
|
|
|
2022
|
McMillan Office
St. Clair Shores,
Michigan
|
$3,348
|
+$3,172
|
+10
|
新規
|
|
|
2023
|
Security National Bank
Omaha,
Nebraska
|
$3,348
|
+$3,172
|
+10
|
新規
|
|
|
2024
|
William B. Walkup & Associates
Columbia,
South Carolina
|
$3,348
|
+$3,172
|
+10
|
新規
|
|
|
2025
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$3,013
|
+$2,854
|
+9
|
新規
|
|
