|
2001
|
Delta Investment Management
San Francisco,
California
|
US$1222萬
|
-US$5.54萬
|
-154
|
-0.4%
|
|
|
2002
|
Naman Capital
Sao Paulo,
Brazil
|
US$1222萬
|
–
|
–
|
–
|
|
|
2003
|
TenCore Partners
New York
|
US$1220萬
|
–
|
–
|
–
|
|
|
2004
|
Permanens Capital
New York
|
US$1219萬
|
+US$1008萬
|
+28,003
|
+458%
|
|
|
2005
|
Capital Advisors Wealth Management
Yakima,
Washington
|
US$1217萬
|
-US$38.2萬
|
-1,060
|
-3%
|
|
|
2006
|
Wimmer Associates 1
Pasadena,
California
|
US$1215萬
|
-US$56.1萬
|
-1,558
|
-4%
|
|
|
2007
|
Roberts, Glore & Co
Deerfield,
Illinois
|
US$1213萬
|
-US$26.7萬
|
-742
|
-2%
|
|
|
2008
|
Caitong International Asset Management
Hong Kong
|
US$1211萬
|
+US$1045萬
|
+29,018
|
+595%
|
|
|
2009
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
US$1210萬
|
-US$5.36萬
|
-149
|
-0.4%
|
|
|
2010
|
|
US$1209萬
|
-US$216萬
|
-5,991
|
-15%
|
|
|
2011
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
US$1209萬
|
-US$27萬
|
-749
|
-2%
|
|
|
2012
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
US$1208萬
|
-US$34萬
|
-945
|
-3%
|
|
|
2013
|
Ceera Investments
Bellaire,
Texas
|
US$1207萬
|
-US$33萬
|
-917
|
-3%
|
|
|
2014
|
Citizens Business Bank
Ontario,
California
|
US$1204萬
|
-US$26.2萬
|
-727
|
-2%
|
|
|
2015
|
Johns Hopkins University
Baltimore,
Maryland
|
US$1202萬
|
+US$1211萬
|
+33,634
|
新
|
|
|
2016
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
US$1199萬
|
+US$119萬
|
+3,319
|
+11%
|
|
|
2017
|
Chelsea Counsel Company
Los Angeles,
California
|
US$1199萬
|
-US$24.9萬
|
-693
|
-2%
|
|
|
2018
|
Markowski Investments
Tampa,
Florida
|
US$1192萬
|
+US$1200萬
|
+33,347
|
新
|
|
|
2019
|
Claro Advisors
Boston,
Massachusetts
|
US$1190萬
|
+US$6.7萬
|
+186
|
+0.6%
|
|
|
2020
|
Silver Oak Securities
Jackson,
Tennessee
|
US$1188萬
|
+US$18.7萬
|
+520
|
+2%
|
|
|
2021
|
Lincluden Management
Mississauga,
Ontario, Canada
|
US$1188萬
|
+US$5,040
|
+14
|
+0%
|
|
|
2022
|
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
|
US$1187萬
|
+US$1.01萬
|
+28
|
+0.1%
|
|
|
2023
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
US$1187萬
|
+US$165萬
|
+4,597
|
+16%
|
|
|
2024
|
Quadcap Wealth Management
Frisco,
Texas
|
US$1187萬
|
+US$110萬
|
+3,065
|
+10%
|
|
|
2025
|
Altman Advisors
Chicago,
Illinois
|
US$1186萬
|
-US$21.2萬
|
-590
|
-2%
|
|
