|
2001
|
Secure Asset Management
Troy,
Michigan
|
US$31.7萬
|
-US$5.44萬
|
-418
|
-16%
|
|
|
2002
|
North Capital
Salt Lake City,
Utah
|
US$31.6萬
|
+US$7,290
|
+56
|
+3%
|
|
|
2003
|
Wallace Advisory Group
Lafayette,
California
|
US$31.6萬
|
-US$1.42萬
|
-109
|
-5%
|
|
|
2004
|
Trust Company of Vermont
Brattleboro,
Vermont
|
US$31.6萬
|
+US$14.1萬
|
+1,081
|
+92%
|
|
|
2005
|
Journey Retirement Planning & Investment Management
Ammon,
Idaho
|
US$31.5萬
|
+US$2.73萬
|
+210
|
+10%
|
|
|
2006
|
Park Place Capital
Homewood,
Alabama
|
US$31.5萬
|
+US$8,331
|
+64
|
+3%
|
|
|
2007
|
Black Diamond Financial
Towson,
Maryland
|
US$31.4萬
|
+US$29.2萬
|
+2,245
|
新
|
|
|
2008
|
Hardy Reed
Tupelo,
Mississippi
|
US$31.4萬
|
+US$29.2萬
|
+2,243
|
新
|
|
|
2009
|
GDS Wealth Management
Flower Mound,
Texas
|
US$31.3萬
|
+US$29.1萬
|
+2,233
|
新
|
|
|
2010
|
Wealth Architects
Mountain View,
California
|
US$31.2萬
|
-US$651
|
-5
|
-0.2%
|
|
|
2011
|
Lee, Danner & Bass
Nashville,
Tennessee
|
US$31.2萬
|
+US$1,692
|
+13
|
+0.6%
|
|
|
2012
|
Meramec Financial Planners
Saint Louis,
Missouri
|
US$31.1萬
|
-US$2.27萬
|
-174
|
-7%
|
|
|
2013
|
First Command Advisory Services
Fort Worth,
Texas
|
US$31萬
|
+US$3.61萬
|
+277
|
+14%
|
|
|
2014
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
|
US$31萬
|
+US$17.1萬
|
+1,316
|
+146%
|
|
|
2015
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
US$31萬
|
+US$3.92萬
|
+301
|
+16%
|
|
|
2016
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
US$30.8萬
|
+US$3,645
|
+28
|
+1%
|
|
|
2017
|
WPG Advisers
Baltimore,
Maryland
|
US$30.8萬
|
+US$6.86萬
|
+527
|
+31%
|
|
|
2018
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
US$30.8萬
|
+US$6.46萬
|
+496
|
+29%
|
|
|
2019
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
US$30.8萬
|
–
|
–
|
–
|
|
|
2020
|
Single Point Partners
Boston,
Massachusetts
|
US$30.8萬
|
–
|
–
|
–
|
|
|
2021
|
CTC Alternative Strategies
Chicago,
Illinois
|
US$30.8萬
|
+US$28.6萬
|
+2,200
|
新
|
|
|
2022
|
NorthLanding Financial Partners
Rochester,
New York
|
US$30.7萬
|
+US$28.5萬
|
+2,193
|
新
|
|
|
2023
|
Eastern Bank
Boston,
Massachusetts
|
US$30.7萬
|
+US$3.25萬
|
+250
|
+13%
|
|
|
2024
|
Crusonia Wealth Advisors
Denver,
Colorado
|
US$30.6萬
|
+US$4.52萬
|
+347
|
+19%
|
|
|
2025
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
US$30.6萬
|
-US$1.63萬
|
-125
|
-5%
|
|
