|
2001
|
First County Bank
Stamford,
Connecticut
|
US$154萬
|
+US$2.24萬
|
+69
|
+2%
|
|
|
2002
|
Hudock Inc
Williamsport,
Pennsylvania
|
US$154萬
|
-US$11.6萬
|
-358
|
-8%
|
|
|
2003
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
US$154萬
|
+US$3.58萬
|
+110
|
+3%
|
|
|
2004
|
Gilbert & Cook
West Des Moines,
Iowa
|
US$154萬
|
+US$1.01萬
|
+31
|
+0.7%
|
|
|
2005
|
Cascade Investment Advisors
Oregon City,
Oregon
|
US$153萬
|
+US$16.5萬
|
+508
|
+13%
|
|
|
2006
|
Atala Financial
Calabasas,
California
|
US$153萬
|
-US$9,760
|
-30
|
-0.7%
|
|
|
2007
|
PCM Encore
Aspen,
Colorado
|
US$153萬
|
-US$49.2萬
|
-1,513
|
-26%
|
|
|
2008
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
US$153萬
|
-US$3,579
|
-11
|
-0.3%
|
|
|
2009
|
Grandfield & Dodd
New York
|
US$152萬
|
–
|
–
|
–
|
|
|
2010
|
Centaurus Financial
Anaheim,
California
|
US$152萬
|
-US$90.1萬
|
-2,770
|
-39%
|
|
|
2011
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
US$152萬
|
+US$1.85萬
|
+57
|
+1%
|
|
|
2012
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
US$152萬
|
-US$6.47萬
|
-199
|
-4%
|
|
|
2013
|
J. Derek Lewis & Associates
Newport Beach,
California
|
US$152萬
|
-US$9,760
|
-30
|
-0.7%
|
|
|
2014
|
Florida Financial Advisors
Tampa,
Florida
|
US$152萬
|
-US$5.53萬
|
-170
|
-4%
|
|
|
2015
|
Atlas Legacy Advisors
Los Angeles,
California
|
US$152萬
|
+US$4.91萬
|
+151
|
+4%
|
|
|
2016
|
LCM Capital Management
Chicago,
Illinois
|
US$151萬
|
+US$4,880
|
+15
|
+0.4%
|
|
|
2017
|
VELA Investment Management
New Albany,
Ohio
|
US$151萬
|
+US$11.9萬
|
+366
|
+9%
|
|
|
2018
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
US$151萬
|
+US$28.8萬
|
+886
|
+26%
|
|
|
2019
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
US$151萬
|
-US$1.01萬
|
-31
|
-0.7%
|
|
|
2020
|
Anchyra Partners
Atlanta,
Georgia
|
US$151萬
|
-US$1.69萬
|
-52
|
-1%
|
|
|
2021
|
Investment Partners
New Philadelphia,
Ohio
|
US$151萬
|
+US$2.41萬
|
+74
|
+2%
|
|
|
2022
|
Tradition Wealth Management
Edina,
Minnesota
|
US$151萬
|
-US$8.43萬
|
-259
|
-6%
|
|
|
2023
|
Ironwood Financial
Tucson,
Arizona
|
US$150萬
|
-US$6,507
|
-20
|
-0.4%
|
|
|
2024
|
Oslo Pensjonsforsikring
Oslo,
|
US$150萬
|
+US$17.3萬
|
+533
|
+14%
|
|
|
2025
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
US$150萬
|
+US$1.82萬
|
+56
|
+1%
|
|
