|
2001
|
Manhattan West Asset Management
Los Angeles,
California
|
US$2090萬
|
+US$191萬
|
+6,692
|
+10%
|
|
|
2002
|
AK Global Asset Management
Oakland,
California
|
US$2087萬
|
-US$15.7萬
|
-550
|
-0.8%
|
|
|
2003
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
US$2084萬
|
+US$39.2萬
|
+1,371
|
+2%
|
|
|
2004
|
Vienna Insurance Group
Warsaw,
Poland
|
US$2083萬
|
+US$486萬
|
+17,000
|
+31%
|
|
|
2005
|
Quest Investment Management
Lake Oswego,
Oregon
|
US$2082萬
|
-US$2077萬
|
-72,603
|
-50%
|
|
|
2006
|
SS&H Financial Advisors
Troy,
Michigan
|
US$2080萬
|
+US$2057萬
|
+71,901
|
新
|
|
|
2007
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
US$2079萬
|
-US$17.6萬
|
-616
|
-0.8%
|
|
|
2008
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
US$2077萬
|
+US$237萬
|
+8,286
|
+13%
|
|
|
2009
|
Empirical Asset Management
Wellesley,
Massachusetts
|
US$2076萬
|
-US$138萬
|
-4,826
|
-6%
|
|
|
2010
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
US$2075萬
|
+US$254萬
|
+8,867
|
+14%
|
|
|
2011
|
Arista Wealth Management
Las Vegas,
Nevada
|
US$2070萬
|
-US$52.6萬
|
-1,838
|
-3%
|
|
|
2012
|
Argos Wealth Advisors
Sacramento,
California
|
US$2069萬
|
+US$20.9萬
|
+732
|
+1%
|
|
|
2013
|
Aviso Financial
Toronto,
Ontario, Canada
|
US$2067萬
|
+US$87萬
|
+3,040
|
+4%
|
|
|
2014
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
US$2066萬
|
+US$99.4萬
|
+3,474
|
+5%
|
|
|
2015
|
Waddell & Associates
Memphis,
Tennessee
|
US$2066萬
|
+US$168萬
|
+5,877
|
+9%
|
|
|
2016
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
US$2062萬
|
+US$12.7萬
|
+443
|
+0.6%
|
|
|
2017
|
|
US$2062萬
|
+US$174萬
|
+6,088
|
+9%
|
|
|
2018
|
Gradient Capital Advisors
San Diego,
California
|
US$2057萬
|
-US$15.1萬
|
-529
|
-0.7%
|
|
|
2019
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
US$2054萬
|
-US$9.01萬
|
-315
|
-0.4%
|
|
|
2020
|
|
US$2052萬
|
–
|
–
|
–
|
|
|
2021
|
Asset Dedication LLC
San Francisco,
California
|
US$2046萬
|
-US$33.8萬
|
-1,180
|
-2%
|
|
|
2022
|
Crews Bank & Trust
Wauchula,
Florida
|
US$2043萬
|
-US$19.9萬
|
-697
|
-1%
|
|
|
2023
|
Pasadena Private Wealth
Pasadena,
California
|
US$2037萬
|
+US$6.49萬
|
+227
|
+0.3%
|
|
|
2024
|
Parallax Volatility Advisers
San Francisco,
California
|
US$2034萬
|
-US$6845萬
|
-239,310
|
-77%
|
|
|
2025
|
|
US$2034萬
|
-US$75.8萬
|
-2,651
|
-4%
|
|
