|
2001
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
US$480萬
|
-US$46.2萬
|
-756
|
-8%
|
|
|
2002
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
US$479萬
|
+US$27.1萬
|
+443
|
+6%
|
|
|
2003
|
Weaver Capital Management
Suwanee,
Georgia
|
US$478萬
|
–
|
–
|
–
|
|
|
2004
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
US$476萬
|
+US$176萬
|
+2,871
|
+51%
|
|
|
2005
|
AXS Investments
Port Chester,
New York
|
US$476萬
|
+US$23.9萬
|
+391
|
+5%
|
|
|
2006
|
Leelyn Smith
Geneva,
Illinois
|
US$476萬
|
+US$20.8萬
|
+340
|
+4%
|
|
|
2007
|
Quotient Wealth Partners
Dallas,
Texas
|
US$475萬
|
-US$29.2萬
|
-477
|
-5%
|
|
|
2008
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
US$475萬
|
+US$62.5萬
|
+1,022
|
+14%
|
|
|
2009
|
Cohen Capital Management
Corte Madera,
California
|
US$475萬
|
+US$6.85萬
|
+112
|
+1%
|
|
|
2010
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
US$474萬
|
-US$60.5萬
|
-990
|
-11%
|
|
|
2011
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
US$474萬
|
+US$54.5萬
|
+892
|
+12%
|
|
|
2012
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
US$473萬
|
-US$38.7萬
|
-633
|
-7%
|
|
|
2013
|
LRI Investments
Palm Beach Gardens,
Florida
|
US$473萬
|
-US$22.6萬
|
-370
|
-1%
|
|
|
2014
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
US$472萬
|
–
|
–
|
–
|
|
|
2015
|
Churchill Financial Advisors
Louisville,
Kentucky
|
US$471萬
|
–
|
–
|
–
|
|
|
2016
|
Maridea Wealth Management
Brooklyn,
New York
|
US$471萬
|
+US$66.8萬
|
+1,093
|
+15%
|
|
|
2017
|
Perryman Financial Advisory
Dallas,
Texas
|
US$470萬
|
+US$67.7萬
|
+1,107
|
+15%
|
|
|
2018
|
Csenge Advisory Group
Clearwater,
Florida
|
US$469萬
|
+US$9.8萬
|
+160
|
+2%
|
|
|
2019
|
Cornerstone Planning
Charlotte,
North Carolina
|
US$469萬
|
+US$3.3萬
|
+54
|
+0.7%
|
|
|
2020
|
Strategy Asset Managers
Pasadena,
California
|
US$468萬
|
-US$8.93萬
|
-146
|
-2%
|
|
|
2021
|
SGL Investment Advisors
Missoula,
Montana
|
US$468萬
|
+US$1.83萬
|
+30
|
+0.4%
|
|
|
2022
|
Silver Oak Securities
Jackson,
Tennessee
|
US$467萬
|
+US$7.77萬
|
+127
|
+2%
|
|
|
2023
|
TRB Wealth Management
Houston,
Texas
|
US$467萬
|
-US$111萬
|
-1,815
|
-18%
|
|
|
2024
|
Capital City Trust
Tallahassee,
Florida
|
US$467萬
|
+US$62.6萬
|
+1,023
|
+14%
|
|
|
2025
|
|
US$466萬
|
+US$506萬
|
+8,274
|
新
|
|
