|
2001
|
Drive Wealth Management
Lehi,
Utah
|
US$53萬
|
+US$2.95萬
|
+92
|
+6%
|
|
|
2002
|
Wealthstar Advisors
Plano,
Texas
|
US$52.9萬
|
+US$4.23萬
|
+132
|
+9%
|
|
|
2003
|
True North Advisors
Dallas,
Texas
|
US$52.8萬
|
+US$2.08萬
|
+65
|
+4%
|
|
|
2004
|
Granite Islands Private Wealth
Guilford,
Connecticut
|
US$52.7萬
|
–
|
–
|
–
|
|
|
2005
|
Vantus Wealth
Lancaster,
Pennsylvania
|
US$52.6萬
|
+US$49.8萬
|
+1,555
|
新
|
|
|
2006
|
Consolidated Planning Corp
Atlanta,
Georgia
|
US$52.5萬
|
-US$9,925
|
-31
|
-2%
|
|
|
2007
|
DDD Partners
Bellevue,
Washington
|
US$52.4萬
|
-US$2.08萬
|
-65
|
-4%
|
|
|
2008
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
US$52.4萬
|
+US$16.6萬
|
+519
|
+49%
|
|
|
2009
|
|
US$52.4萬
|
+US$2.53萬
|
+79
|
+5%
|
|
|
2010
|
Mirabella Financial Services
London,
United Kingdom
|
US$52.3萬
|
+US$4.71萬
|
+147
|
+11%
|
|
|
2011
|
LMCG Investments
Boston,
Massachusetts
|
US$52.2萬
|
-US$2,882
|
-9
|
-0.6%
|
|
|
2012
|
CPA Asset Management
West Palm Beach,
Florida
|
US$52.1萬
|
-US$9,925
|
-31
|
-2%
|
|
|
2013
|
Commerce Advisors
Memphis,
Tennessee
|
US$52.1萬
|
+US$5,123
|
+16
|
+1%
|
|
|
2014
|
Delta Asset Management
Memphis,
Tennessee
|
US$52萬
|
–
|
–
|
–
|
|
|
2015
|
VUB Generali dochodkova spravcovska spolocnost
Bratislava,
|
US$52萬
|
–
|
–
|
–
|
|
|
2016
|
Toth Financial Advisory
Leesburg,
Virginia
|
US$51.9萬
|
+US$640
|
+2
|
+0.1%
|
|
|
2017
|
Investors Research Corp
Atlanta,
Georgia
|
US$51.9萬
|
–
|
–
|
–
|
|
|
2018
|
Chapin Davis
Baltimore,
Maryland
|
US$51.8萬
|
-US$14萬
|
-437
|
-22%
|
|
|
2019
|
MV Capital Management
Bethesda,
Maryland
|
US$51.8萬
|
+US$6,403
|
+20
|
+1%
|
|
|
2020
|
|
US$51.6萬
|
–
|
–
|
–
|
|
|
2021
|
Windsor Capital Management
Phoenix,
Arizona
|
US$51.6萬
|
-US$8.07萬
|
-252
|
-14%
|
|
|
2022
|
Optima Capital
Beaverton,
Oregon
|
US$51.5萬
|
+US$3,842
|
+12
|
+0.8%
|
|
|
2023
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
US$51.4萬
|
+US$5.92萬
|
+185
|
+14%
|
|
|
2024
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
US$51.3萬
|
+US$3,202
|
+10
|
+0.7%
|
|
|
2025
|
Osterweis Capital Management
San Francisco,
California
|
US$51.2萬
|
–
|
–
|
–
|
|
