|
2001
|
Nicholson Meyer Capital Management
Kansas City,
Missouri
|
US$230萬
|
-US$1.8萬
|
-24
|
-1%
|
|
|
2002
|
55 North Private Wealth
Winter Park,
Florida
|
US$230萬
|
+US$35.9萬
|
+479
|
+32%
|
|
|
2003
|
Alpha Capital Management
Austin,
Texas
|
US$230萬
|
-US$123萬
|
-1,637
|
-45%
|
|
|
2004
|
Stance Capital
Boston,
Massachusetts
|
US$230萬
|
-US$110萬
|
-1,470
|
-42%
|
|
|
2005
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
US$230萬
|
-US$17.6萬
|
-235
|
-11%
|
|
|
2006
|
PGIM Custom Harvest
Newark,
New Jersey
|
US$229萬
|
+US$16.8萬
|
+224
|
+13%
|
|
|
2007
|
BIP Wealth
Atlanta,
Georgia
|
US$229萬
|
+US$51萬
|
+680
|
+52%
|
|
|
2008
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
US$229萬
|
+US$37.6萬
|
+501
|
+34%
|
|
|
2009
|
|
US$228萬
|
+US$28.5萬
|
+380
|
+24%
|
|
|
2010
|
Harbor Investment Advisory
Lutherville,
Maryland
|
US$228萬
|
+US$52.6萬
|
+701
|
+55%
|
|
|
2011
|
JGP Wealth Management
Bend,
Oregon
|
US$228萬
|
+US$19萬
|
+254
|
+15%
|
|
|
2012
|
Trivant Custom Portfolio Group
San Diego,
California
|
US$228萬
|
+US$148萬
|
+1,973
|
新
|
|
|
2013
|
HBW Advisory Services
Simi Valley,
California
|
US$227萬
|
+US$27.4萬
|
+365
|
+23%
|
|
|
2014
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
US$226萬
|
+US$2.1萬
|
+28
|
+1%
|
|
|
2015
|
Private Management Group
Irvine,
California
|
US$226萬
|
-US$3萬
|
-40
|
-2%
|
|
|
2016
|
Rossby Financial
Melbourne,
Florida
|
US$225萬
|
+US$7.5萬
|
+100
|
+5%
|
|
|
2017
|
KPP Advisory Services
Louisville,
Kentucky
|
US$225萬
|
-US$98.5萬
|
-1,313
|
-40%
|
|
|
2018
|
Finer Wealth Management
Salem,
Massachusetts
|
US$224萬
|
-US$61.3萬
|
-817
|
-30%
|
|
|
2019
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
US$224萬
|
-US$2.1萬
|
-28
|
-1%
|
|
|
2020
|
United Asset Strategies
Garden City,
New York
|
US$224萬
|
-US$119萬
|
-1,585
|
-45%
|
|
|
2021
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
US$224萬
|
+US$114萬
|
+1,515
|
+173%
|
|
|
2022
|
Teza Capital Management
Chicago,
Illinois
|
US$223萬
|
+US$13.9萬
|
+185
|
+11%
|
|
|
2023
|
Forum Finance Group
Geneva,
|
US$222萬
|
-US$69.9萬
|
-932
|
-28%
|
|
|
2024
|
Ionic Capital Management
New York
|
US$221萬
|
-US$63.8萬
|
-851
|
-31%
|
|
|
2025
|
Capital Performance Advisors
Walnut Creek,
California
|
US$221萬
|
-US$135萬
|
-1,799
|
-48%
|
|
