|
2001
|
Kelleher Financial Advisors
New York
|
US$87.3萬
|
+US$31.7萬
|
+1,731
|
+60%
|
|
|
2002
|
Cromwell Holdings
Jackson,
Wyoming
|
US$86.9萬
|
–
|
–
|
–
|
|
|
2003
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
US$86.8萬
|
+US$6,602
|
+36
|
+0.8%
|
|
|
2004
|
Gilpin Wealth Management
Denver,
Colorado
|
US$86.7萬
|
-US$3.19萬
|
-174
|
-4%
|
|
|
2005
|
Cannon Financial Strategists
Athens,
Georgia
|
US$86.6萬
|
+US$83.7萬
|
+4,566
|
新
|
|
|
2006
|
Ifrah Financial Services
Little Rock,
Arkansas
|
US$86.4萬
|
-US$5,869
|
-32
|
-0.7%
|
|
|
2007
|
May Hill Capital
Cohasset,
Massachusetts
|
US$85.8萬
|
+US$5.89萬
|
+321
|
+8%
|
|
|
2008
|
Fairscale Capital
Nashua,
New Hampshire
|
US$85.7萬
|
-US$4,952
|
-27
|
-0.6%
|
|
|
2009
|
BKM Wealth Management
Brookfield,
Wisconsin
|
US$85.4萬
|
+US$550
|
+3
|
+0.1%
|
|
|
2010
|
McLaughlin Asset Management
Danville,
Illinois
|
US$85.3萬
|
+US$82.4萬
|
+4,494
|
新
|
|
|
2011
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
US$84.9萬
|
-US$1037萬
|
-56,536
|
-93%
|
|
|
2012
|
Oxford Financial Group
Carmel,
Indiana
|
US$84.8萬
|
+US$2.84萬
|
+155
|
+4%
|
|
|
2013
|
|
US$84.6萬
|
+US$4.95萬
|
+270
|
+6%
|
|
|
2014
|
Titleist Asset Management
San Antonio,
Texas
|
US$84.5萬
|
+US$7.54萬
|
+411
|
+10%
|
|
|
2015
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
US$84.4萬
|
-US$1.41萬
|
-77
|
-2%
|
|
|
2016
|
Atlas Legacy Advisors
Los Angeles,
California
|
US$84.2萬
|
+US$6.53萬
|
+356
|
+9%
|
|
|
2017
|
Schuylkill Financial
Wyomissing,
Pennsylvania
|
US$84萬
|
+US$81.2萬
|
+4,428
|
新
|
|
|
2018
|
Argyle Capital Partners
Los Angeles,
California
|
US$83.9萬
|
+US$14.7萬
|
+802
|
+22%
|
|
|
2019
|
Tributary Capital Management
Omaha,
Nebraska
|
US$83.7萬
|
+US$3.19萬
|
+174
|
+4%
|
|
|
2020
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
US$83.7萬
|
-US$1.56萬
|
-85
|
-2%
|
|
|
2021
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
US$83.7萬
|
-US$1.93萬
|
-105
|
-2%
|
|
|
2022
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
US$83.6萬
|
–
|
–
|
–
|
|
|
2023
|
Armis Advisers
Atlanta,
Georgia
|
US$83.4萬
|
+US$25.1萬
|
+1,368
|
+49%
|
|
|
2024
|
LM Advisors
San Diego,
California
|
US$83.4萬
|
+US$5,869
|
+32
|
+0.7%
|
|
|
2025
|
London & Capital Asset Management
London,
United Kingdom
|
US$83.3萬
|
+US$10.2萬
|
+557
|
+15%
|
|
