|
2001
|
HFM Investment Advisors
Glassboro,
New Jersey
|
US$7,367
|
+US$3,172
|
+10
|
+83%
|
|
|
2002
|
Lodestone Wealth Management
Spokane,
Washington
|
US$7,366
|
–
|
–
|
–
|
|
|
2003
|
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
US$7,366
|
+US$6,977
|
+22
|
新
|
|
|
2004
|
Gordian Capital (Singapore)
Singapore
|
US$7,366
|
+US$6,977
|
+22
|
新
|
|
|
2005
|
Westend Capital Management
Sausalito,
California
|
US$7,366
|
+US$6,977
|
+22
|
新
|
|
|
2006
|
Kilter Group
Rhinebeck,
New York
|
US$7,032
|
+US$2,854
|
+9
|
+75%
|
|
|
2007
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
US$6,362
|
–
|
–
|
–
|
|
|
2008
|
GHP Investment Advisors
Denver,
Colorado
|
US$6,362
|
–
|
–
|
–
|
|
|
2009
|
Allied Private Wealth
Boca Raton,
Florida
|
US$6,358
|
+US$6,343
|
+20
|
新
|
|
|
2010
|
American Capital Advisory
Ketchum,
Idaho
|
US$6,027
|
+US$634
|
+2
|
+13%
|
|
|
2011
|
Asset Dedication LLC
San Francisco,
California
|
US$6,027
|
+US$5,709
|
+18
|
新
|
|
|
2012
|
Copia Wealth Management
Bend,
Oregon
|
US$5,692
|
–
|
–
|
–
|
|
|
2013
|
Bare Financial Services
Gap,
Pennsylvania
|
US$5,357
|
+US$634
|
+2
|
+14%
|
|
|
2014
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
US$4,687
|
+US$634
|
+2
|
+17%
|
|
|
2015
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
US$4,353
|
+US$2,854
|
+9
|
+225%
|
|
|
2016
|
NBH Bank
Greenwood Village,
Colorado
|
US$4,353
|
+US$4,123
|
+13
|
新
|
|
|
2017
|
RMG Wealth Management
Platteville,
Wisconsin
|
US$4,325
|
-US$1.3萬
|
-41
|
-73%
|
|
|
2018
|
Colonial Trust
Spartanburg,
South Carolina
|
US$4,227
|
+US$1,586
|
+5
|
+63%
|
|
|
2019
|
Ravenstone Capital Management
Toronto,
|
US$4,018
|
-US$4.69萬
|
-148
|
-93%
|
|
|
2020
|
Davis Capital Management
Jacksonville,
Florida
|
US$4,018
|
+US$2,220
|
+7
|
+140%
|
|
|
2021
|
Decker Retirement Planning
Levi,
Utah
|
US$4,018
|
+US$3,806
|
+12
|
新
|
|
|
2022
|
Field & Main Bank
Henderson,
Kentucky
|
US$4,018
|
+US$3,806
|
+12
|
新
|
|
|
2023
|
Prosperity Bancshares
Houston,
Texas
|
US$4,018
|
+US$3,806
|
+12
|
新
|
|
|
2024
|
Berkshire Capital Holdings
San Jose,
California
|
US$3,348
|
-US$1717萬
|
-54,150
|
-100%
|
|
|
2025
|
NBT Bank
Norwich,
New York
|
US$3,348
|
-US$6,343
|
-20
|
-67%
|
|
