|
2001
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
US$114萬
|
-US$280萬
|
-5,624
|
-72%
|
|
|
2002
|
Armis Advisers
Atlanta,
Georgia
|
US$114萬
|
+US$11.2萬
|
+224
|
+12%
|
|
|
2003
|
Demars Financial Group
Spokane Valley,
Washington
|
US$114萬
|
+US$9,972
|
+20
|
+0.9%
|
|
|
2004
|
Atlas Brown
Louisville,
Kentucky
|
US$114萬
|
-US$997
|
-2
|
-0.1%
|
|
|
2005
|
|
US$114萬
|
+US$74.2萬
|
+1,489
|
+206%
|
|
|
2006
|
PGIM Custom Harvest
Newark,
New Jersey
|
US$114萬
|
+US$23.6萬
|
+474
|
+27%
|
|
|
2007
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
US$114萬
|
-US$3.79萬
|
-76
|
-3%
|
|
|
2008
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
US$114萬
|
-US$3,989
|
-8
|
-0.4%
|
|
|
2009
|
Crusonia Wealth Advisors
Denver,
Colorado
|
US$113萬
|
+US$9.17萬
|
+184
|
+9%
|
|
|
2010
|
Crux Wealth Advisors
Long Beach,
California
|
US$113萬
|
-US$5.53萬
|
-111
|
-5%
|
|
|
2011
|
Crawford Investment Counsel
Atlanta,
Georgia
|
US$113萬
|
+US$1.1萬
|
+22
|
+1%
|
|
|
2012
|
OneFund LLC
Saint Petersburg,
Florida
|
US$113萬
|
-US$2.59萬
|
-52
|
-2%
|
|
|
2013
|
Atwater Malick
Lancaster,
Pennsylvania
|
US$113萬
|
+US$6.78萬
|
+136
|
+7%
|
|
|
2014
|
Scharf Investments
Los Gatos,
California
|
US$113萬
|
-US$55.1萬
|
-1,105
|
-34%
|
|
|
2015
|
FSM Wealth Advisors
Cleveland,
Ohio
|
US$112萬
|
+US$2.14萬
|
+43
|
+2%
|
|
|
2016
|
Financial Management Network
Mission Viejo,
California
|
US$112萬
|
-US$2.24萬
|
-45
|
-2%
|
|
|
2017
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
US$112萬
|
-US$1.6萬
|
-32
|
-1%
|
|
|
2018
|
Aster Capital Management
Dubai,
United Arab Emirates
|
US$112萬
|
-US$165萬
|
-3,301
|
-60%
|
|
|
2019
|
|
US$112萬
|
-US$10.7萬
|
-214
|
-9%
|
|
|
2020
|
MWA Asset Management
Lexington,
Massachusetts
|
US$111萬
|
-US$3.14萬
|
-63
|
-3%
|
|
|
2021
|
PCB Capital
East Brunswick,
New Jersey
|
US$111萬
|
+US$4.79萬
|
+96
|
+5%
|
|
|
2022
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
US$111萬
|
-US$1.6萬
|
-32
|
-1%
|
|
|
2023
|
IMA Advisory Services
Denver,
Colorado
|
US$111萬
|
+US$17萬
|
+341
|
+19%
|
|
|
2024
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
US$111萬
|
+US$9.9萬
|
+198
|
+10%
|
|
|
2025
|
Vann Equity Management
Plano,
Texas
|
US$111萬
|
-US$1.94萬
|
-39
|
-2%
|
|
