|
2001
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
US$197萬
|
-US$13萬
|
-318
|
-9%
|
|
|
2002
|
Connecticut Capital Management Group
Milford,
Connecticut
|
US$196萬
|
-US$2.5萬
|
-61
|
-2%
|
|
|
2003
|
Evolution Wealth Advisors
Aventura,
Florida
|
US$196萬
|
+US$16.2萬
|
+395
|
+13%
|
|
|
2004
|
GoalFusion Wealth Management
Austin,
Texas
|
US$196萬
|
-US$32.8萬
|
-800
|
-19%
|
|
|
2005
|
Castle Hook Partners
New York
|
US$196萬
|
+US$138萬
|
+3,366
|
新
|
|
|
2006
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
US$195萬
|
-US$33.5萬
|
-816
|
-20%
|
|
|
2007
|
Foster Group
West Des Moines,
Iowa
|
US$195萬
|
+US$24.9萬
|
+607
|
+22%
|
|
|
2008
|
Journey Advisory Group
Covington,
Kentucky
|
US$194萬
|
-US$410
|
-1
|
-0%
|
|
|
2009
|
Clarus Wealth Advisors
Peoria,
Arizona
|
US$194萬
|
-US$190萬
|
-4,646
|
-55%
|
|
|
2010
|
Sovereign Financial Group
Stamford,
Connecticut
|
US$194萬
|
-US$2.99萬
|
-73
|
-2%
|
|
|
2011
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
US$194萬
|
-US$2.05萬
|
-50
|
-1%
|
|
|
2012
|
Plancorp LLC
Saint Louis,
Missouri
|
US$194萬
|
-US$76.1萬
|
-1,856
|
-34%
|
|
|
2013
|
Fairtree Asset Management
Bellville, Cape Town,
South Africa
|
US$193萬
|
-US$90.8萬
|
-2,214
|
-40%
|
|
|
2014
|
QTR Family Wealth
Lake Mary,
Florida
|
US$192萬
|
+US$10.7萬
|
+260
|
+9%
|
|
|
2015
|
Main Street Research
Lakeville,
Connecticut
|
US$192萬
|
+US$6.68萬
|
+163
|
+5%
|
|
|
2016
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
US$192萬
|
+US$4.39萬
|
+107
|
+3%
|
|
|
2017
|
Uniting Wealth Partners
Mission,
Kansas
|
US$191萬
|
-US$4.18萬
|
-102
|
-3%
|
|
|
2018
|
Fortem Financial Group
Palm Desert,
California
|
US$190萬
|
-US$9.5萬
|
-232
|
-7%
|
|
|
2019
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
US$190萬
|
+US$25.4萬
|
+619
|
+23%
|
|
|
2020
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
US$190萬
|
-US$13.8萬
|
-337
|
-9%
|
|
|
2021
|
USA Financial Formulas
Ada,
Michigan
|
US$190萬
|
-US$55.9萬
|
-1,364
|
-29%
|
|
|
2022
|
Sun Financial
Midvale,
Utah
|
US$189萬
|
-US$89.7萬
|
-2,189
|
-35%
|
|
|
2023
|
Alteri Wealth
Westlake Village,
California
|
US$189萬
|
+US$1.97萬
|
+48
|
+1%
|
|
|
2024
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
US$189萬
|
+US$14.1萬
|
+344
|
+12%
|
|
|
2025
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
US$189萬
|
+US$133萬
|
+3,250
|
新
|
|
