|
2001
|
Moody National Bank Trust Division
Galveston,
Texas
|
US$40.5萬
|
-US$12萬
|
-878
|
-20%
|
|
|
2002
|
RDA Financial Network
Akron,
Iowa
|
US$40.4萬
|
-US$12.7萬
|
-931
|
-21%
|
|
|
2003
|
Successful Portfolios
Clearwater,
Florida
|
US$40.3萬
|
–
|
–
|
–
|
|
|
2004
|
Kure Advisory
Plymouth,
Minnesota
|
US$40.3萬
|
-US$7,094
|
-52
|
-1%
|
|
|
2005
|
Ionic Capital Management
New York
|
US$40.3萬
|
-US$6.82萬
|
-500
|
-13%
|
|
|
2006
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
US$40.2萬
|
+US$6,957
|
+51
|
+2%
|
|
|
2007
|
NFP Retirement Inc
Aliso Viejo,
California
|
US$40.2萬
|
+US$5.72萬
|
+419
|
+14%
|
|
|
2008
|
ProVise Management Group
Clearwater,
Florida
|
US$40.1萬
|
–
|
–
|
–
|
|
|
2009
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
US$40.1萬
|
+US$6.34萬
|
+465
|
+16%
|
|
|
2010
|
Aurora Private Wealth
Rockaway,
New Jersey
|
US$40.1萬
|
-US$57.9萬
|
-4,244
|
-55%
|
|
|
2011
|
Wellington Shields Capital Management
New York
|
US$40.1萬
|
-US$46.6萬
|
-3,414
|
-50%
|
|
|
2012
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
US$40萬
|
-US$10.2萬
|
-750
|
-18%
|
|
|
2013
|
Wick Capital Partners
Wayne,
Pennsylvania
|
US$40萬
|
-US$12.8萬
|
-941
|
-22%
|
|
|
2014
|
Affinity Capital Advisors
Berkeley,
California
|
US$40萬
|
-US$29.8萬
|
-2,188
|
-42%
|
|
|
2015
|
|
US$39.9萬
|
-US$14.1萬
|
-1,030
|
-23%
|
|
|
2016
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
US$39.9萬
|
-US$2.51萬
|
-184
|
-5%
|
|
|
2017
|
Kimelman & Baird
New York
|
US$39.8萬
|
+US$12.8萬
|
+939
|
+38%
|
|
|
2018
|
Avalon Capital Management
Port Of Redwood City,
California
|
US$39.6萬
|
–
|
–
|
–
|
|
|
2019
|
Variant Private Wealth
Tysons,
Virginia
|
US$39.6萬
|
-US$1,091
|
-8
|
-0.2%
|
|
|
2020
|
Limestone Investment Advisors
New York
|
US$39.6萬
|
-US$18.7萬
|
-1,370
|
-29%
|
|
|
2021
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
US$39.3萬
|
+US$4,638
|
+34
|
+1%
|
|
|
2022
|
Choate Investment Advisors
Boston,
Massachusetts
|
US$39.3萬
|
+US$1.64萬
|
+120
|
+4%
|
|
|
2023
|
Syverson Strege & Co
West Des Moines,
Iowa
|
US$39.2萬
|
+US$10.4萬
|
+759
|
+29%
|
|
|
2024
|
Jag Capital Management
St Louis,
Missouri
|
US$39.2萬
|
–
|
–
|
–
|
|
|
2025
|
3Chopt Investment Partners
Richmond,
Virginia
|
US$39.2萬
|
+US$8.57萬
|
+628
|
+23%
|
|
