|
2001
|
Per Stirling Capital Management
Austin,
Texas
|
US$38.6萬
|
+US$3,564
|
+18
|
+1%
|
|
|
2002
|
Mayport LLC
Newton,
Massachusetts
|
US$38.5萬
|
+US$36.5萬
|
+1,844
|
新
|
|
|
2003
|
Objective Capital Management
Pepper Pike,
Ohio
|
US$38.5萬
|
–
|
–
|
–
|
|
|
2004
|
Planning Alternatives
Birmingham,
Michigan
|
US$38.4萬
|
+US$36.4萬
|
+1,839
|
新
|
|
|
2005
|
Expressive Wealth
Chicago,
Illinois
|
US$38.4萬
|
–
|
–
|
–
|
|
|
2006
|
Granite Harbor Advisors
Houston,
Texas
|
US$38.4萬
|
-US$1.68萬
|
-85
|
-4%
|
|
|
2007
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
US$38.2萬
|
-US$396
|
-2
|
-0.1%
|
|
|
2008
|
Pflug Koory
Omaha,
Nebraska
|
US$38.1萬
|
–
|
–
|
–
|
|
|
2009
|
Nolet Wealth Management
Fort Worth,
Texas
|
US$38.1萬
|
–
|
–
|
–
|
|
|
2010
|
GDS Wealth Management
Flower Mound,
Texas
|
US$38.1萬
|
+US$36.1萬
|
+1,821
|
新
|
|
|
2011
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
US$38萬
|
+US$3.6萬
|
+182
|
+11%
|
|
|
2012
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
US$38萬
|
-US$2.14萬
|
-108
|
-6%
|
|
|
2013
|
Drive Wealth Management
Lehi,
Utah
|
US$38萬
|
+US$7.11萬
|
+359
|
+25%
|
|
|
2014
|
Bank OZK
Little Rock,
Arkansas
|
US$37.9萬
|
+US$1.05萬
|
+53
|
+3%
|
|
|
2015
|
Wedge Capital Management
Charlotte,
North Carolina
|
US$37.9萬
|
-US$6.28萬
|
-317
|
-15%
|
|
|
2016
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
US$37.9萬
|
-US$3.88萬
|
-196
|
-10%
|
|
|
2017
|
Norway Savings Bank
Portland,
Maine
|
US$37.8萬
|
+US$3,961
|
+20
|
+1%
|
|
|
2018
|
Entruity Wealth
Bakersfield,
California
|
US$37.6萬
|
+US$198
|
+1
|
+0.1%
|
|
|
2019
|
Warwick Investment Management
Bryan,
Texas
|
US$37.6萬
|
+US$1.8萬
|
+91
|
+5%
|
|
|
2020
|
Neumann Capital Management
Foster City,
California
|
US$37.6萬
|
–
|
–
|
–
|
|
|
2021
|
|
US$37.6萬
|
–
|
–
|
–
|
|
|
2022
|
Flatrock Wealth Partners
Newport Beach,
California
|
US$37.3萬
|
+US$35.3萬
|
+1,784
|
新
|
|
|
2023
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
US$37.3萬
|
+US$1.92萬
|
+97
|
+6%
|
|
|
2024
|
Financial Solutions Advisory Group
Chicago,
Illinois
|
US$37.2萬
|
+US$8.91萬
|
+450
|
+37%
|
|
|
2025
|
Chapin Davis
Baltimore,
Maryland
|
US$37.2萬
|
-US$62.4萬
|
-3,150
|
-64%
|
|
