|
2001
|
GHP Investment Advisors
Denver,
Colorado
|
US$77.6萬
|
+US$573
|
+2
|
+0.1%
|
|
|
2002
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
US$77.5萬
|
–
|
–
|
–
|
|
|
2003
|
Severin Investments
St. Louis,
Missouri
|
US$77.4萬
|
+US$11.7萬
|
+409
|
+17%
|
|
|
2004
|
Proficio Capital Partners
Newton,
Massachusetts
|
US$77.2萬
|
+US$81.9萬
|
+2,855
|
新
|
|
|
2005
|
FORM Wealth Advisors
Lake Geneva,
Wisconsin
|
US$77.1萬
|
-US$32萬
|
-1,117
|
-28%
|
|
|
2006
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
US$77萬
|
-US$158萬
|
-5,507
|
-66%
|
|
|
2007
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
US$76.4萬
|
-US$2.04萬
|
-71
|
-2%
|
|
|
2008
|
|
US$76.3萬
|
-US$1.06萬
|
-37
|
-1%
|
|
|
2009
|
Daner Wealth Management
Alpharetta,
Georgia
|
US$76.3萬
|
+US$287
|
+1
|
+0%
|
|
|
2010
|
Blue Edge Capital
Richmond,
Virginia
|
US$76.2萬
|
-US$1.81萬
|
-63
|
-2%
|
|
|
2011
|
Atlas Legacy Advisors
Los Angeles,
California
|
US$76.1萬
|
+US$2.64萬
|
+92
|
+3%
|
|
|
2012
|
Truvestments Capital
Sarasota,
Florida
|
US$76.1萬
|
-US$2.87萬
|
-100
|
-3%
|
|
|
2013
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
US$76.1萬
|
-US$1.32萬
|
-46
|
-2%
|
|
|
2014
|
BTG Pactual Asset Management US
New York
|
US$76萬
|
+US$80.6萬
|
+2,810
|
新
|
|
|
2015
|
Charter Research & Investment Group
Southport,
Connecticut
|
US$75.7萬
|
–
|
–
|
–
|
|
|
2016
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
US$75.6萬
|
-US$6,022
|
-21
|
-0.7%
|
|
|
2017
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
US$75.6萬
|
+US$80.1萬
|
+2,794
|
新
|
|
|
2018
|
Faithward Advisors
Lancaster,
Pennsylvania
|
US$75.6萬
|
-US$4.93萬
|
-172
|
-6%
|
|
|
2019
|
Semus Wealth Partners
Boca Raton,
Florida
|
US$75.5萬
|
-US$1.63萬
|
-57
|
-2%
|
|
|
2020
|
Cahaba Wealth Management
Atlanta,
Georgia
|
US$75.4萬
|
+US$4,014
|
+14
|
+0.5%
|
|
|
2021
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
US$75.3萬
|
+US$47.5萬
|
+1,656
|
+147%
|
|
|
2022
|
Winebrenner Capital Management
Louisville,
Kentucky
|
US$75萬
|
-US$3,441
|
-12
|
-0.4%
|
|
|
2023
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
US$74.9萬
|
+US$11.5萬
|
+401
|
+17%
|
|
|
2024
|
Fire Capital Management
San Francisco,
California
|
US$74.8萬
|
+US$2.47萬
|
+86
|
+3%
|
|
|
2025
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
US$74.7萬
|
-US$1.49萬
|
-52
|
-2%
|
|
