|
2001
|
Creative Financial Designs
Kokomo,
Indiana
|
US$38.3萬
|
+US$22.6萬
|
+1,243
|
+484%
|
|
|
2002
|
1832 Asset Management
Toronto,
Ontario, Canada
|
US$38.3萬
|
–
|
–
|
–
|
|
|
2003
|
Cladis Investment Advisory
Billings,
Montana
|
US$38.3萬
|
–
|
–
|
–
|
|
|
2004
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
US$38.3萬
|
–
|
–
|
–
|
|
|
2005
|
Greatmark Investment Partners
Columbus,
Georgia
|
US$38.3萬
|
–
|
–
|
–
|
|
|
2006
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
US$38.3萬
|
–
|
–
|
–
|
|
|
2007
|
Sassicaia Capital Advisers
Jericho,
New York
|
US$38.3萬
|
+US$27.3萬
|
+1,500
|
新
|
|
|
2008
|
Talbot Financial
Bellevue,
Washington
|
US$38.3萬
|
+US$27.3萬
|
+1,500
|
新
|
|
|
2009
|
Tucker Asset Management
Littleton,
Colorado
|
US$38.3萬
|
+US$27.3萬
|
+1,500
|
新
|
|
|
2010
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
US$38.3萬
|
–
|
–
|
–
|
|
|
2011
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
US$38.3萬
|
–
|
–
|
–
|
|
|
2012
|
Cross Staff Investments
Pittsford,
New York
|
US$38.1萬
|
–
|
–
|
–
|
|
|
2013
|
Nadler Financial Group
Deerfield,
Illinois
|
US$38.1萬
|
+US$27.1萬
|
+1,492
|
新
|
|
|
2014
|
Adkins Seale Capital Management
Shreveport,
Louisiana
|
US$38.1萬
|
–
|
–
|
–
|
|
|
2015
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
US$38.1萬
|
+US$27.1萬
|
+1,490
|
新
|
|
|
2016
|
Pinpoint Asset Management (Singapore)
Singapore,
|
US$37.9萬
|
-US$22.5萬
|
-1,235
|
-45%
|
|
|
2017
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
US$37.7萬
|
-US$6,186
|
-34
|
-2%
|
|
|
2018
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
US$37.7萬
|
-US$182
|
-1
|
-0.1%
|
|
|
2019
|
First Command Advisory Services
Fort Worth,
Texas
|
US$37.3萬
|
-US$7.5萬
|
-412
|
-22%
|
|
|
2020
|
Khazanah Nasional Berhad
Kuala Lumpur,
|
US$37.2萬
|
+US$26.5萬
|
+1,456
|
新
|
|
|
2021
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
US$37.2萬
|
+US$7,277
|
+40
|
+2%
|
|
|
2022
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
US$37.1萬
|
-US$3.91萬
|
-215
|
-13%
|
|
|
2023
|
WPG Advisers
Baltimore,
Maryland
|
US$37.1萬
|
-US$5.37萬
|
-295
|
-17%
|
|
|
2024
|
Samalin Investment Counsel
Chappaqua,
New York
|
US$37萬
|
+US$26.4萬
|
+1,450
|
新
|
|
|
2025
|
Corsicana & Co
Corsicana,
Texas
|
US$37萬
|
–
|
–
|
–
|
|
