|
2001
|
Jupiter Wealth Management
Glendale,
Colorado
|
US$42.1萬
|
-US$20.8萬
|
-2,045
|
-32%
|
|
|
2002
|
Orca Investment Management
Roseburg,
Oregon
|
US$42.1萬
|
-US$6,729
|
-66
|
-1%
|
|
|
2003
|
|
US$42萬
|
-US$42.2萬
|
-4,144
|
-49%
|
|
|
2004
|
Prosperity Capital Advisors
Westlake,
Ohio
|
US$41.9萬
|
+US$12萬
|
+1,173
|
+37%
|
|
|
2005
|
Zacks Investment Management
Chicago,
Illinois
|
US$41.9萬
|
+US$2.3萬
|
+226
|
+5%
|
|
|
2006
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
US$41.8萬
|
–
|
–
|
–
|
|
|
2007
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
US$41.8萬
|
-US$8.87萬
|
-870
|
-17%
|
|
|
2008
|
One Wealth Advisors
San Francisco,
California
|
US$41.8萬
|
+US$1.95萬
|
+191
|
+5%
|
|
|
2009
|
Physician Wealth Advisors
Midvale,
Utah
|
US$41.8萬
|
+US$1.71萬
|
+168
|
+4%
|
|
|
2010
|
Wright Investors Service
Shelton,
Connecticut
|
US$41.8萬
|
-US$1,223
|
-12
|
-0.3%
|
|
|
2011
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
US$41.7萬
|
-US$13萬
|
-1,273
|
-23%
|
|
|
2012
|
55 North Private Wealth
Winter Park,
Florida
|
US$41.5萬
|
+US$7.47萬
|
+733
|
+20%
|
|
|
2013
|
Salomon & Ludwin
Richmond,
Virginia
|
US$41.5萬
|
+US$4.88萬
|
+479
|
+12%
|
|
|
2014
|
Alesco Advisors
Pittsford,
New York
|
US$41.5萬
|
+US$3.48萬
|
+341
|
+9%
|
|
|
2015
|
Royal Capital Wealth Management
Carmel,
Indiana
|
US$41.4萬
|
–
|
–
|
–
|
|
|
2016
|
Westwood Holdings Group
Dallas,
Texas
|
US$41.4萬
|
-US$208萬
|
-20,431
|
-83%
|
|
|
2017
|
LifeWealth Investments
Winter Garden,
Florida
|
US$41.3萬
|
-US$5.24萬
|
-514
|
-11%
|
|
|
2018
|
Bull Harbor Capital
Bethesda,
Maryland
|
US$41.3萬
|
+US$6.29萬
|
+617
|
+17%
|
|
|
2019
|
Keebeck Wealth Management
Chicago,
Illinois
|
US$41萬
|
+US$14.9萬
|
+1,461
|
+53%
|
|
|
2020
|
Twin Tree Management
Dallas,
Texas
|
US$41萬
|
-US$46.4萬
|
-4,550
|
-52%
|
|
|
2021
|
Sun Group Wealth Partners
Irvine,
California
|
US$40.9萬
|
+US$4,995
|
+49
|
+1%
|
|
|
2022
|
Foster & Motley
Cincinnati,
Ohio
|
US$40.9萬
|
+US$14.1萬
|
+1,386
|
+48%
|
|
|
2023
|
Wealthquest
Cincinnati,
Ohio
|
US$40.9萬
|
+US$102
|
+1
|
+0%
|
|
|
2024
|
Hobart Private Capital
Charlotte,
North Carolina
|
US$40.8萬
|
-US$2.37萬
|
-232
|
-5%
|
|
|
2025
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
US$40.5萬
|
–
|
–
|
–
|
|
