|
2001
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
US$7.77萬
|
–
|
–
|
–
|
|
|
2002
|
Bank of New Hampshire
Laconia,
New Hampshire
|
US$7.64萬
|
-US$1.64萬
|
-108
|
-19%
|
|
|
2003
|
Cape Investment Advisory
Mcdonough,
Georgia
|
US$7.61萬
|
+US$7.12萬
|
+470
|
新
|
|
|
2004
|
ARK Investment Management
St. Petersburg,
Florida
|
US$7.61萬
|
-US$4,092
|
-27
|
-5%
|
|
|
2005
|
Catalyst Capital Advisors
Huntington,
New York
|
US$7.58萬
|
-US$1,061
|
-7
|
-1%
|
|
|
2006
|
Tidemark
San Diego,
California
|
US$7.57萬
|
+US$303
|
+2
|
+0.4%
|
|
|
2007
|
American Capital Advisory
Ketchum,
Idaho
|
US$7.47萬
|
+US$7,579
|
+50
|
+12%
|
|
|
2008
|
Essential Partners
Rancho Santa Fe,
California
|
US$7.33萬
|
-US$7.46萬
|
-492
|
-52%
|
|
|
2009
|
Albion Financial Group
Salt Lake City,
Utah
|
US$7.29萬
|
–
|
–
|
–
|
|
|
2010
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
US$7.25萬
|
-US$12.9萬
|
-854
|
-66%
|
|
|
2011
|
Optiver Holding
Amsterdam,
Netherlands
|
US$7.22萬
|
+US$6.76萬
|
+446
|
新
|
|
|
2012
|
True Wealth Design
Akron,
Ohio
|
US$7.2萬
|
-US$5.49萬
|
-362
|
-45%
|
|
|
2013
|
Meramec Financial Planners
Saint Louis,
Missouri
|
US$7.13萬
|
–
|
–
|
–
|
|
|
2014
|
McDonald Partners
Cleveland,
Ohio
|
US$7.12萬
|
+US$6.67萬
|
+440
|
新
|
|
|
2015
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
US$7.09萬
|
–
|
–
|
–
|
|
|
2016
|
Hartford Financial Management
Hartford,
Connecticut
|
US$7.03萬
|
-US$606
|
-4
|
-0.9%
|
|
|
2017
|
Glen Eagle Advisors
Kingston,
New Jersey
|
US$6.99萬
|
-US$2,122
|
-14
|
-3%
|
|
|
2018
|
Dunhill Financial
London,
United Kingdom
|
US$6.97萬
|
+US$1,213
|
+8
|
+2%
|
|
|
2019
|
Owl Creek Wealth Partners
Denver,
Colorado
|
US$6.9萬
|
+US$1.8萬
|
+119
|
+39%
|
|
|
2020
|
Field & Main Bank
Henderson,
Kentucky
|
US$6.88萬
|
–
|
–
|
–
|
|
|
2021
|
Delta Asset Management
Memphis,
Tennessee
|
US$6.74萬
|
–
|
–
|
–
|
|
|
2022
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
US$6.69萬
|
-US$4.85萬
|
-320
|
-44%
|
|
|
2023
|
Bernard Wealth Management
Royal Oak,
Michigan
|
US$6.57萬
|
–
|
–
|
–
|
|
|
2024
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
US$6.57萬
|
+US$3,183
|
+21
|
+5%
|
|
|
2025
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
US$6.54萬
|
–
|
–
|
–
|
|
