|
2001
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
US$127萬
|
+US$81.2萬
|
+1,759
|
新
|
|
|
2002
|
|
US$127萬
|
-US$1613萬
|
-34,962
|
-95%
|
|
|
2003
|
O'Donnell Financial Services
San Rafael,
California
|
US$127萬
|
+US$9,228
|
+20
|
+1%
|
|
|
2004
|
Five Oceans Advisors
Santa Monica,
California
|
US$127萬
|
+US$923
|
+2
|
+0.1%
|
|
|
2005
|
Red Door Wealth Management
Memphis,
Tennessee
|
US$127萬
|
+US$2.72萬
|
+59
|
+3%
|
|
|
2006
|
Whelan Financial
Fresno,
California
|
US$126萬
|
-US$3,691
|
-8
|
-0.5%
|
|
|
2007
|
Telos Capital Management
San Diego,
California
|
US$126萬
|
-US$5.72萬
|
-124
|
-7%
|
|
|
2008
|
BCS Wealth Management
Johnson City,
Tennessee
|
US$126萬
|
+US$2.17萬
|
+47
|
+3%
|
|
|
2009
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
US$126萬
|
+US$1,846
|
+4
|
+0.2%
|
|
|
2010
|
BIP Wealth
Atlanta,
Georgia
|
US$126萬
|
+US$15.5萬
|
+337
|
+24%
|
|
|
2011
|
|
US$125萬
|
+US$79.9萬
|
+1,732
|
新
|
|
|
2012
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
US$125萬
|
-US$4.84萬
|
-105
|
-6%
|
|
|
2013
|
Hohimer Wealth Management
Seattle,
Washington
|
US$124萬
|
-US$8,766
|
-19
|
-1%
|
|
|
2014
|
Southland Equity Partners
Wildwood,
Missouri
|
US$124萬
|
-US$1.66萬
|
-36
|
-2%
|
|
|
2015
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
US$124萬
|
+US$79.1萬
|
+1,714
|
新
|
|
|
2016
|
Convergence Financial
Columbia,
Missouri
|
US$124萬
|
+US$39.1萬
|
+848
|
+98%
|
|
|
2017
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
US$123萬
|
-US$8,305
|
-18
|
-1%
|
|
|
2018
|
Sage Rhino Capital
Menlo Park,
California
|
US$123萬
|
+US$3,691
|
+8
|
+0.5%
|
|
|
2019
|
Soundwatch Capital
Rowayton,
Connecticut
|
US$123萬
|
-US$4,614
|
-10
|
-0.6%
|
|
|
2020
|
FNY Investment Advisers
New York
|
US$123萬
|
+US$54.7萬
|
+1,185
|
+229%
|
|
|
2021
|
Sagewood Asset Management
New York
|
US$123萬
|
+US$27.2萬
|
+590
|
+53%
|
|
|
2022
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
US$123萬
|
+US$1.43萬
|
+31
|
+2%
|
|
|
2023
|
|
US$123萬
|
+US$6,921
|
+15
|
+0.9%
|
|
|
2024
|
Ariadne Wealth Management
Santa Barbara,
California
|
US$123萬
|
+US$5,537
|
+12
|
+0.7%
|
|
|
2025
|
Alexander Labrunerie & Co
Columbia,
Missouri
|
US$122萬
|
–
|
–
|
–
|
|
