|
2001
|
TBH Global Asset Management
Brentwood,
Tennessee
|
US$202萬
|
+US$9,897
|
+46
|
+0.6%
|
|
|
2002
|
Sovran Advisors
San Diego,
California
|
US$202萬
|
+US$12.7萬
|
+590
|
+8%
|
|
|
2003
|
Corundum Group
Colorado Springs,
Colorado
|
US$201萬
|
-US$1.18萬
|
-55
|
-0.7%
|
|
|
2004
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
US$201萬
|
+US$3.81萬
|
+177
|
+2%
|
|
|
2005
|
Atalanta Sosnoff Capital
New York
|
US$201萬
|
-US$5816萬
|
-270,349
|
-97%
|
|
|
2006
|
World Equity Group
Schaumburg,
Illinois
|
US$201萬
|
+US$2.07萬
|
+96
|
+1%
|
|
|
2007
|
InvesTrust
Oklahoma City,
Oklahoma
|
US$201萬
|
-US$4.65萬
|
-216
|
-3%
|
|
|
2008
|
Mendel Capital Management
Little Rock,
Arkansas
|
US$200萬
|
+US$2,151
|
+10
|
+0.1%
|
|
|
2009
|
|
US$200萬
|
+US$4,303
|
+20
|
+0.3%
|
|
|
2010
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
US$200萬
|
+US$7.1萬
|
+330
|
+4%
|
|
|
2011
|
JT Stratford LLC
Gainesville,
Georgia
|
US$199萬
|
-US$2.54萬
|
-118
|
-1%
|
|
|
2012
|
Algert Global
San Francisco,
California
|
US$199萬
|
-US$2.24萬
|
-104
|
-1%
|
|
|
2013
|
MRA Advisory Group
Parsippany,
New Jersey
|
US$198萬
|
+US$112萬
|
+5,215
|
+195%
|
|
|
2014
|
LFG Wealth Partners
Elizabethtown,
Kentucky
|
US$198萬
|
+US$20.7萬
|
+961
|
+14%
|
|
|
2015
|
MBL Wealth
Charlotte,
North Carolina
|
US$198萬
|
-US$21.2萬
|
-984
|
-11%
|
|
|
2016
|
Legacy Trust
Grand Rapids,
Michigan
|
US$198萬
|
-US$6.8萬
|
-316
|
-4%
|
|
|
2017
|
Westfield Capital Management
Boston,
Massachusetts
|
US$198萬
|
-US$59.5萬
|
-2,765
|
-26%
|
|
|
2018
|
Wakefield Asset Management
Englewood,
Colorado
|
US$197萬
|
+US$2,151
|
+10
|
+0.1%
|
|
|
2019
|
TRB Wealth Management
Houston,
Texas
|
US$197萬
|
-US$108萬
|
-5,019
|
-39%
|
|
|
2020
|
Quest Investment Management
Lake Oswego,
Oregon
|
US$197萬
|
–
|
–
|
–
|
|
|
2021
|
Colonial Trust
Spartanburg,
South Carolina
|
US$197萬
|
-US$37.6萬
|
-1,749
|
-18%
|
|
|
2022
|
Pines Wealth Management
Southern Pines,
North Carolina
|
US$196萬
|
+US$4.32萬
|
+201
|
+3%
|
|
|
2023
|
Redmond Asset Management
Henrico,
Virginia
|
US$196萬
|
-US$5.36萬
|
-249
|
-3%
|
|
|
2024
|
Concord Wealth Partners
Abingdon,
Virginia
|
US$196萬
|
+US$1.2萬
|
+56
|
+0.7%
|
|
|
2025
|
Kelly Lawrence W & Associates
Pasadens,
California
|
US$196萬
|
-US$3.23萬
|
-150
|
-2%
|
|
