|
2001
|
Foster Group
West Des Moines,
Iowa
|
US$78.7萬
|
-US$13.1萬
|
-878
|
-13%
|
|
|
2002
|
Proficio Capital Partners
Newton,
Massachusetts
|
US$78.7萬
|
+US$86.9萬
|
+5,812
|
新
|
|
|
2003
|
Counterpoint Mutual Funds
San Diego,
California
|
US$78萬
|
+US$2.62萬
|
+175
|
+3%
|
|
|
2004
|
CRA Financial Services
Northfield,
New Jersey
|
US$77.9萬
|
-US$2.9萬
|
-194
|
-3%
|
|
|
2005
|
Marathon Capital Management
Hunt Valley,
Maryland
|
US$77.8萬
|
-US$9.32萬
|
-623
|
-10%
|
|
|
2006
|
BTC Capital Management
Des Moines,
Iowa
|
US$77.5萬
|
+US$39.1萬
|
+2,612
|
+84%
|
|
|
2007
|
RIA Advisory Group
Des Moines,
Iowa
|
US$77.5萬
|
+US$8.22萬
|
+550
|
+11%
|
|
|
2008
|
Dorato Capital Management
Denver,
Colorado
|
US$77.5萬
|
+US$5,233
|
+35
|
+0.6%
|
|
|
2009
|
Avior Wealth Management
Omaha,
Nebraska
|
US$77.4萬
|
-US$160萬
|
-10,668
|
-65%
|
|
|
2010
|
Quad-Cities Investment Group
Davenport,
Iowa
|
US$77.4萬
|
-US$1.47萬
|
-98
|
-2%
|
|
|
2011
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
US$77.3萬
|
+US$6.89萬
|
+461
|
+9%
|
|
|
2012
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
US$77.2萬
|
-US$299
|
-2
|
-0%
|
|
|
2013
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
US$77萬
|
+US$26.9萬
|
+1,802
|
+46%
|
|
|
2014
|
Gallacher Capital Management
Lone Tree,
Colorado
|
US$76.8萬
|
-US$1448萬
|
-96,872
|
-94%
|
|
|
2015
|
SHP Wealth Management
Plymouth,
Massachusetts
|
US$76.6萬
|
+US$34.3萬
|
+2,293
|
+68%
|
|
|
2016
|
Forum Financial Management
Lombard,
Illinois
|
US$76.5萬
|
+US$10.5萬
|
+702
|
+14%
|
|
|
2017
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
US$76.4萬
|
-US$1.5萬
|
-100
|
-2%
|
|
|
2018
|
Spinnaker Investment Group
Newport Beach,
California
|
US$76.2萬
|
+US$40萬
|
+2,674
|
+91%
|
|
|
2019
|
Opinicus Capital
Tampa,
Florida
|
US$76萬
|
+US$7,775
|
+52
|
+0.9%
|
|
|
2020
|
4Wealth Advisors
Burr Ridge,
Illinois
|
US$75.8萬
|
+US$7,775
|
+52
|
+1%
|
|
|
2021
|
Seneca House Advisors
Richmond,
Virginia
|
US$75.8萬
|
-US$12.7萬
|
-847
|
-13%
|
|
|
2022
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
US$75.7萬
|
+US$5,383
|
+36
|
+0.6%
|
|
|
2023
|
Broadwater Capital
Boston,
Massachusetts
|
US$75.6萬
|
-US$2.99萬
|
-200
|
-3%
|
|
|
2024
|
Chiron Capital Management
Tallahassee,
Florida
|
US$75.6萬
|
+US$3.69萬
|
+247
|
+5%
|
|
|
2025
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
US$75.4萬
|
–
|
–
|
–
|
|
