|
2001
|
Cypress Capital
Franklin,
Tennessee
|
US$23.8萬
|
+US$19.4萬
|
+2,698
|
新
|
|
|
2002
|
Summit Wealth Group
White River Junction,
Vermont
|
US$23.8萬
|
+US$19.4萬
|
+2,696
|
新
|
|
|
2003
|
Norris Perne & French
Grand Rapids,
Michigan
|
US$23.7萬
|
-US$54.3萬
|
-7,536
|
-74%
|
|
|
2004
|
Gemmer Asset Management
Walnut Creek,
California
|
US$23.7萬
|
+US$19.4萬
|
+2,690
|
新
|
|
|
2005
|
First Bank & Trust
Brookings,
South Dakota
|
US$23.5萬
|
+US$19.2萬
|
+2,670
|
新
|
|
|
2006
|
Walser Wealth Management
Tampa,
Florida
|
US$23.5萬
|
-US$11.6萬
|
-1,616
|
-38%
|
|
|
2007
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
US$23.4萬
|
+US$19.2萬
|
+2,658
|
新
|
|
|
2008
|
Capital Squared Financial
Rockville,
Maryland
|
US$23.4萬
|
+US$19.2萬
|
+2,658
|
新
|
|
|
2009
|
AWM Capital
Phoenix,
Arizona
|
US$23.3萬
|
+US$19.1萬
|
+2,644
|
新
|
|
|
2010
|
OceanIQ Capital
Palo Alto,
California
|
US$23.2萬
|
+US$20萬
|
+2,770
|
新
|
|
|
2011
|
Sage Rhino Capital
Menlo Park,
California
|
US$23.2萬
|
+US$18.9萬
|
+2,626
|
新
|
|
|
2012
|
Strategic Advocates
Logan,
Utah
|
US$23.1萬
|
+US$9.07萬
|
+1,258
|
+92%
|
|
|
2013
|
Connecticut Capital Management Group
Milford,
Connecticut
|
US$23.1萬
|
+US$18.9萬
|
+2,620
|
新
|
|
|
2014
|
CCG Wealth Management
San Diego,
California
|
US$23.1萬
|
-US$4.56萬
|
-632
|
-19%
|
|
|
2015
|
American Money Management
Rancho Santa Fe,
California
|
US$23萬
|
+US$18.8萬
|
+2,612
|
新
|
|
|
2016
|
Joel Isaacson & Co
New York
|
US$23萬
|
+US$18.8萬
|
+2,610
|
新
|
|
|
2017
|
Texas Bank & Trust
Longview,
Texas
|
US$22.9萬
|
+US$18.7萬
|
+2,600
|
新
|
|
|
2018
|
Yoder Wealth Management
Walnut Creek,
California
|
US$22.9萬
|
+US$18.7萬
|
+2,600
|
新
|
|
|
2019
|
Kentucky Trust Company
Danville,
Kentucky
|
US$22.8萬
|
+US$4.9萬
|
+680
|
+36%
|
|
|
2020
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
US$22.8萬
|
+US$18.6萬
|
+2,584
|
新
|
|
|
2021
|
Sonoma Allocations
Santa Rosa,
California
|
US$22.8萬
|
+US$19萬
|
+2,632
|
新
|
|
|
2022
|
Three Seasons Wealth
Salt Lake City,
Utah
|
US$22.6萬
|
+US$18.5萬
|
+2,560
|
新
|
|
|
2023
|
E Fund Management (HK)
Central,
Hong Kong
|
US$22.5萬
|
+US$1.92萬
|
+266
|
+12%
|
|
|
2024
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
US$22.4萬
|
+US$18.4萬
|
+2,546
|
新
|
|
|
2025
|
Kure Advisory
Plymouth,
Minnesota
|
US$22.4萬
|
+US$18.3萬
|
+2,544
|
新
|
|
