|
2001
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
US$6.31萬
|
-US$1.19萬
|
-120
|
-16%
|
|
|
2002
|
Boreal Capital Management
Miami,
Florida
|
US$6.3萬
|
-US$10.1萬
|
-1,025
|
-62%
|
|
|
2003
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
US$6.3萬
|
+US$6.29萬
|
+635
|
新
|
|
|
2004
|
StrongBox Wealth
Lee's Summit,
Missouri
|
US$6.27萬
|
+US$6.26萬
|
+632
|
新
|
|
|
2005
|
Caldwell Trust
Venice,
Florida
|
US$6.1萬
|
-US$11.6萬
|
-1,174
|
-66%
|
|
|
2006
|
Atwood & Palmer
Kansas City,
Missouri
|
US$5.96萬
|
+US$9,901
|
+100
|
+20%
|
|
|
2007
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
US$5.91萬
|
-US$20.5萬
|
-2,067
|
-79%
|
|
|
2008
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
US$5.81萬
|
+US$2.67萬
|
+270
|
+86%
|
|
|
2009
|
SJS Investment Consulting
Sylvania,
Ohio
|
US$5.6萬
|
-US$6.05萬
|
-611
|
-52%
|
|
|
2010
|
Fedenia Advisers
Madison,
Wisconsin
|
US$5.56萬
|
-US$30萬
|
-3,025
|
-84%
|
|
|
2011
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
US$5.56萬
|
+US$1.15萬
|
+116
|
+26%
|
|
|
2012
|
REAP Financial Group
Austin,
Texas
|
US$5.55萬
|
+US$6,040
|
+61
|
+12%
|
|
|
2013
|
Sankala Group
Lyons,
Colorado
|
US$5.51萬
|
-US$4,455
|
-45
|
-9%
|
|
|
2014
|
Prosperity Bancshares
Houston,
Texas
|
US$5.49萬
|
-US$4.54萬
|
-459
|
-45%
|
|
|
2015
|
Duncker Streett & Co
St. Louis,
Missouri
|
US$5.46萬
|
-US$25.3萬
|
-2,560
|
-82%
|
|
|
2016
|
West Branch Capital
Amherst,
Massachusetts
|
US$5.31萬
|
–
|
–
|
–
|
|
|
2017
|
North Star Investment Management
Chicago,
Illinois
|
US$5.19萬
|
-US$5.87萬
|
-593
|
-53%
|
|
|
2018
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
US$5.12萬
|
+US$2.17萬
|
+219
|
+74%
|
|
|
2019
|
Barrett & Company
Providence,
Rhode Island
|
US$5.06萬
|
+US$1.19萬
|
+120
|
+31%
|
|
|
2020
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
US$5.04萬
|
-US$3.03萬
|
-306
|
-38%
|
|
|
2021
|
Evolution Wealth Management
Fort Myers,
Florida
|
US$5.04萬
|
-US$5,148
|
-52
|
-9%
|
|
|
2022
|
Peck Wealth Management
White Plains,
New York
|
US$4.96萬
|
–
|
–
|
–
|
|
|
2023
|
One River Asset Management
Stamford,
Connecticut
|
US$4.88萬
|
-US$12.6萬
|
-1,270
|
-72%
|
|
|
2024
|
Meramec Financial Planners
Saint Louis,
Missouri
|
US$4.86萬
|
–
|
–
|
–
|
|
|
2025
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
US$4.82萬
|
+US$2.77萬
|
+280
|
+137%
|
|
