|
2001
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
US$181萬
|
–
|
–
|
–
|
|
|
2002
|
Acorns Advisers
Irvine,
California
|
US$181萬
|
+US$10.2萬
|
+116
|
+7%
|
|
|
2003
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
US$181萬
|
-US$15.1萬
|
-172
|
-9%
|
|
|
2004
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
US$181萬
|
+US$7.99萬
|
+91
|
+6%
|
|
|
2005
|
OFC Financial Planning
Short Hills,
New Jersey
|
US$181萬
|
–
|
–
|
–
|
|
|
2006
|
Garner Asset Management Corp
Plano,
Texas
|
US$180萬
|
-US$5,271
|
-6
|
-0.4%
|
|
|
2007
|
Sawyer & Company
Boston,
Massachusetts
|
US$180萬
|
+US$149萬
|
+1,692
|
新
|
|
|
2008
|
Cardiff Park Advisors
Carlsbad,
California
|
US$180萬
|
-US$13萬
|
-148
|
-8%
|
|
|
2009
|
Arcus Capital Partners
Atlanta,
Georgia
|
US$180萬
|
+US$70.4萬
|
+801
|
+90%
|
|
|
2010
|
Matthew Hamilton Rosenberg
|
US$179萬
|
+US$7.82萬
|
+89
|
+6%
|
|
|
2011
|
Opal Wealth Advisors
Jericho,
New York
|
US$179萬
|
-US$5.36萬
|
-61
|
-4%
|
|
|
2012
|
Nadler Financial Group
Deerfield,
Illinois
|
US$178萬
|
–
|
–
|
–
|
|
|
2013
|
Summit Global Investments
Bountiful,
Utah
|
US$178萬
|
-US$30.3萬
|
-345
|
-17%
|
|
|
2014
|
DMC Group
Birmingham,
Alabama
|
US$178萬
|
-US$8.35萬
|
-95
|
-5%
|
|
|
2015
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
US$178萬
|
+US$1.58萬
|
+18
|
+1%
|
|
|
2016
|
Charis Legacy Partners
Bryan,
Texas
|
US$178萬
|
–
|
–
|
–
|
|
|
2017
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
US$178萬
|
+US$111萬
|
+1,267
|
+317%
|
|
|
2018
|
Planning Center Inc
Moline,
Illinois
|
US$177萬
|
+US$4.22萬
|
+48
|
+3%
|
|
|
2019
|
TRB Wealth Management
Houston,
Texas
|
US$177萬
|
-US$27.7萬
|
-315
|
-16%
|
|
|
2020
|
Rossby Financial
Melbourne,
Florida
|
US$177萬
|
+US$17萬
|
+193
|
+13%
|
|
|
2021
|
W Advisors LLC
Germantown,
Tennessee
|
US$177萬
|
-US$39.7萬
|
-452
|
-21%
|
|
|
2022
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
US$177萬
|
+US$1,757
|
+2
|
+0.1%
|
|
|
2023
|
Grove Bank & Trust
Miami,
Florida
|
US$176萬
|
-US$4.74萬
|
-54
|
-3%
|
|
|
2024
|
Citizens Business Bank
Ontario,
California
|
US$176萬
|
+US$5,271
|
+6
|
+0.4%
|
|
|
2025
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
US$176萬
|
-US$6,149
|
-7
|
-0.4%
|
|
