|
2001
|
Dutch Asset Corp
Selkirk,
New York
|
US$36萬
|
-US$3.17萬
|
-1,213
|
-8%
|
|
|
2002
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
US$35.9萬
|
-US$12.2萬
|
-4,665
|
-24%
|
|
|
2003
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
US$35.9萬
|
+US$8.39萬
|
+3,206
|
+27%
|
|
|
2004
|
Legal Advantage Investments
Los Altos Hills,
California
|
US$35.9萬
|
+US$1.05萬
|
+400
|
+3%
|
|
|
2005
|
Community Financial Services Group
Newport,
Vermont
|
US$35.9萬
|
-US$1.6萬
|
-611
|
-4%
|
|
|
2006
|
Walker Asset Management
Verona,
Missouri
|
US$35.8萬
|
+US$1.55萬
|
+591
|
+4%
|
|
|
2007
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
US$35.8萬
|
-US$6.01萬
|
-2,299
|
-13%
|
|
|
2008
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
US$35.8萬
|
-US$2.72萬
|
-1,038
|
-7%
|
|
|
2009
|
Creative Financial Designs
Kokomo,
Indiana
|
US$35.7萬
|
+US$8,737
|
+334
|
+2%
|
|
|
2010
|
Capstone Capital Management
Hong Kong,
|
US$35.7萬
|
-US$38.8萬
|
-14,829
|
-50%
|
|
|
2011
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
US$35.7萬
|
+US$2.64萬
|
+1,010
|
+7%
|
|
|
2012
|
Lawood & Co
Williamsport,
Pennsylvania
|
US$35.7萬
|
-US$1.92萬
|
-733
|
-5%
|
|
|
2013
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
US$35.7萬
|
+US$2.9萬
|
+1,108
|
+8%
|
|
|
2014
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
US$35.6萬
|
-US$19.6萬
|
-7,503
|
-37%
|
|
|
2015
|
Tannin Capital
Charlotte,
North Carolina
|
US$35.6萬
|
-US$2.64萬
|
-1,011
|
-6%
|
|
|
2016
|
Denver Wealth Management
Denver,
Colorado
|
US$35.5萬
|
+US$1.45萬
|
+555
|
+4%
|
|
|
2017
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
US$35.5萬
|
–
|
–
|
–
|
|
|
2018
|
Forum Finance Group
Geneva,
|
US$35.5萬
|
+US$785
|
+30
|
+0.2%
|
|
|
2019
|
Taylor Financial Group
Roanoke,
Virginia
|
US$35.5萬
|
–
|
–
|
–
|
|
|
2020
|
Mission Creek Capital Partners
San Francisco,
California
|
US$35.5萬
|
+US$17.6萬
|
+6,746
|
+44%
|
|
|
2021
|
Western Financial Corp
San Diego,
California
|
US$35.3萬
|
+US$3,636
|
+139
|
+1%
|
|
|
2022
|
North Dallas Bank & Trust
Dallas,
Texas
|
US$35.3萬
|
-US$1.57萬
|
-600
|
-4%
|
|
|
2023
|
Zevin Asset Management
Boston,
Massachusetts
|
US$35.3萬
|
–
|
–
|
–
|
|
|
2024
|
Cooper Financial Group
Irvine,
California
|
US$35.2萬
|
+US$4.93萬
|
+1,883
|
+15%
|
|
|
2025
|
CVA Family Office
Denver,
Colorado
|
US$35.2萬
|
-US$2.68萬
|
-1,024
|
-7%
|
|
