|
2001
|
Rodgers Brothers
Harmony,
Pennsylvania
|
US$1508萬
|
-US$18.6萬
|
-460
|
-1%
|
|
|
2002
|
Searle & Co
Greenwich,
Connecticut
|
US$1508萬
|
+US$6.8萬
|
+168
|
+0.4%
|
|
|
2003
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
US$1506萬
|
+US$7.28萬
|
+180
|
+0.4%
|
|
|
2004
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
US$1505萬
|
-US$351萬
|
-8,684
|
-18%
|
|
|
2005
|
Brady Family Wealth
Saint Louis,
Missouri
|
US$1503萬
|
+US$6.19萬
|
+153
|
+0.4%
|
|
|
2006
|
WESPAC Advisors SoCal
Pasadena,
California
|
US$1502萬
|
+US$46.7萬
|
+1,154
|
+3%
|
|
|
2007
|
WBH Advisory
Baltimore,
Maryland
|
US$1500萬
|
-US$17萬
|
-420
|
-1%
|
|
|
2008
|
Iowa State Bank
Urbandale,
Iowa
|
US$1499萬
|
-US$2.95萬
|
-73
|
-0.2%
|
|
|
2009
|
Keel Point
Huntsville,
Alabama
|
US$1497萬
|
+US$6.27萬
|
+155
|
+0.4%
|
|
|
2010
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
US$1496萬
|
-US$118萬
|
-2,917
|
-7%
|
|
|
2011
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
US$1496萬
|
+US$1623萬
|
+40,103
|
新
|
|
|
2012
|
Westover Capital Advisors
Wilmington,
Delaware
|
US$1496萬
|
-US$1.82萬
|
-45
|
-0.1%
|
|
|
2013
|
Davidson Trust Company
Seattle,
Washington
|
US$1495萬
|
+US$9,306
|
+23
|
+0.1%
|
|
|
2014
|
City of London Investment Management
London,
United Kingdom
|
US$1494萬
|
-US$16.6萬
|
-410
|
-1%
|
|
|
2015
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
US$1494萬
|
-US$56.1萬
|
-1,387
|
-3%
|
|
|
2016
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
US$1492萬
|
+US$289萬
|
+7,131
|
+22%
|
|
|
2017
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
US$1492萬
|
-US$102萬
|
-2,531
|
-6%
|
|
|
2018
|
Morton Capital Management
Calabasas,
California
|
US$1491萬
|
+US$55.3萬
|
+1,366
|
+4%
|
|
|
2019
|
Timber Creek Capital Management
Boston,
Massachusetts
|
US$1491萬
|
-US$6.11萬
|
-151
|
-0.4%
|
|
|
2020
|
Allred Capital Management
Dallas,
Texas
|
US$1487萬
|
-US$56.4萬
|
-1,393
|
-3%
|
|
|
2021
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
US$1484萬
|
-US$23.6萬
|
-583
|
-1%
|
|
|
2022
|
Winmill & Co
Walpole,
New Hampshire
|
US$1484萬
|
+US$1609萬
|
+39,775
|
新
|
|
|
2023
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
US$1481萬
|
-US$196萬
|
-4,855
|
-11%
|
|
|
2024
|
Harrell Investment Partners
Austin,
Texas
|
US$1479萬
|
+US$16萬
|
+395
|
+1%
|
|
|
2025
|
Channel Wealth
Santa Barbara,
California
|
US$1478萬
|
+US$238萬
|
+5,881
|
+17%
|
|
