|
2001
|
Cooper Financial Group
Irvine,
California
|
US$31.6萬
|
+US$25.3萬
|
+159
|
新
|
|
|
2002
|
CX Institutional
Auburn,
Indiana
|
US$31.6萬
|
-US$2.71萬
|
-17
|
-10%
|
|
|
2003
|
Cheviot Value Management
Beverly Hills,
California
|
US$31.4萬
|
–
|
–
|
–
|
|
|
2004
|
Kanawha Capital Management
Richmond,
Virginia
|
US$31.2萬
|
+US$6,367
|
+4
|
+3%
|
|
|
2005
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
US$31.2萬
|
+US$25萬
|
+157
|
新
|
|
|
2006
|
Sanchez Gaunt Capital Management
Reno,
Nevada
|
US$31.2萬
|
+US$25萬
|
+157
|
新
|
|
|
2007
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
US$31萬
|
+US$1.27萬
|
+8
|
+5%
|
|
|
2008
|
First Financial Group
Raleigh,
North Carolina
|
US$30.8萬
|
–
|
–
|
–
|
|
|
2009
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
US$30.7萬
|
+US$24.5萬
|
+154
|
新
|
|
|
2010
|
Arlington Partners
Birmingham,
Alabama
|
US$30.6萬
|
–
|
–
|
–
|
|
|
2011
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
US$30.6萬
|
+US$24.5萬
|
+154
|
新
|
|
|
2012
|
Fortis Capital Management
Bellevue,
Washington
|
US$30.5萬
|
-US$9,550
|
-6
|
-4%
|
|
|
2013
|
Holistic Financial Partners
Indianapolis,
Indiana
|
US$30.4萬
|
-US$4,775
|
-3
|
-2%
|
|
|
2014
|
Clear Wave Wealth Management
Red Bank,
New Jersey
|
US$30.4萬
|
-US$3,183
|
-2
|
-1%
|
|
|
2015
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
US$30.2萬
|
+US$10.3萬
|
+65
|
+75%
|
|
|
2016
|
Prospect Financial Group
Arlington,
Virginia
|
US$30.2萬
|
+US$24.2萬
|
+152
|
新
|
|
|
2017
|
Viaable
Wayne,
Pennsylvania
|
US$30.2萬
|
+US$26.1萬
|
+164
|
新
|
|
|
2018
|
Embree Financial Group
Chicago,
Illinois
|
US$30萬
|
+US$24萬
|
+151
|
新
|
|
|
2019
|
Invested Advisors
State College,
Pennsylvania
|
US$29.8萬
|
-US$3.82萬
|
-24
|
-14%
|
|
|
2020
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
US$29.8萬
|
+US$23.9萬
|
+150
|
新
|
|
|
2021
|
Howard Capital Management Group
Los Angeles,
California
|
US$29.8萬
|
+US$23.9萬
|
+150
|
新
|
|
|
2022
|
Well Done LLC
Holland,
Michigan
|
US$29.8萬
|
+US$23.9萬
|
+150
|
新
|
|
|
2023
|
Prospera Capital Management
Gilbert,
Arizona
|
US$29.7萬
|
–
|
–
|
–
|
|
|
2024
|
Phillips Financial Management
Fort Wayne,
Indiana
|
US$29.6萬
|
-US$6,367
|
-4
|
-3%
|
|
|
2025
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
US$29.4萬
|
+US$23.6萬
|
+148
|
新
|
|
