|
2001
|
Tranquility Partners
Brentwood,
Tennessee
|
US$93.8萬
|
-US$9,254
|
-174
|
-1%
|
|
|
2002
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
US$93.8萬
|
+US$9,786
|
+184
|
+1%
|
|
|
2003
|
|
US$93.5萬
|
-US$1.26萬
|
-236
|
-1%
|
|
|
2004
|
|
US$93萬
|
–
|
–
|
–
|
|
|
2005
|
Silvia McColl Wealth Management
San Diego,
California
|
US$93萬
|
–
|
–
|
–
|
|
|
2006
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
US$92.8萬
|
-US$7.27萬
|
-1,367
|
-8%
|
|
|
2007
|
Navellier & Associates
Reno,
Nevada
|
US$92.6萬
|
+US$29萬
|
+5,444
|
+50%
|
|
|
2008
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
US$92.5萬
|
-US$1.03萬
|
-194
|
-1%
|
|
|
2009
|
Frisch Financial Group
Melville,
New York
|
US$92.1萬
|
+US$3.18萬
|
+597
|
+4%
|
|
|
2010
|
Root Financial Partners
Encinitas,
California
|
US$92萬
|
+US$5.85萬
|
+1,100
|
+7%
|
|
|
2011
|
Pacific Point Advisors
Rancho Santa Fe,
California
|
US$92萬
|
+US$3,404
|
+64
|
+0.4%
|
|
|
2012
|
Forza Wealth Management
Sarasota,
Florida
|
US$91.8萬
|
–
|
–
|
–
|
|
|
2013
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
US$91.8萬
|
-US$5.53萬
|
-1,039
|
-6%
|
|
|
2014
|
William John Sempolinski
Easton,
Massachusetts
|
US$91.3萬
|
+US$213
|
+4
|
+0%
|
|
|
2015
|
Acropolis Investment Management
St. Louis,
Missouri
|
US$91.3萬
|
-US$4,148
|
-78
|
-0.5%
|
|
|
2016
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
US$91.2萬
|
+US$2.18萬
|
+409
|
+3%
|
|
|
2017
|
Coign Capital Advisors
Draper,
Utah
|
US$91.1萬
|
+US$7,871
|
+148
|
+0.9%
|
|
|
2018
|
Financial Management Network
Mission Viejo,
California
|
US$90.8萬
|
+US$5.64萬
|
+1,060
|
+8%
|
|
|
2019
|
RMR Wealth Builders
Montclair,
New Jersey
|
US$90.6萬
|
+US$6,542
|
+123
|
+0.8%
|
|
|
2020
|
Delta Asset Management
Memphis,
Tennessee
|
US$90.5萬
|
+US$7,978
|
+150
|
+1%
|
|
|
2021
|
Lakeshore Capital Group
Rolling Meadows,
Illinois
|
US$90.5萬
|
-US$4,680
|
-88
|
-0.6%
|
|
|
2022
|
Family Management
New York
|
US$90.4萬
|
+US$4.97萬
|
+935
|
+6%
|
|
|
2023
|
Fiduciary Financial Group
San Rafael,
California
|
US$90.4萬
|
+US$7.64萬
|
+1,436
|
+10%
|
|
|
2024
|
Alessandra Capital Management
Torrance,
California
|
US$90.1萬
|
-US$6.29萬
|
-1,183
|
-7%
|
|
|
2025
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
US$89.9萬
|
–
|
–
|
–
|
|
