|
2001
|
Creative Financial Designs
Kokomo,
Indiana
|
US$4.11萬
|
+US$326
|
+1
|
+0.8%
|
|
|
2002
|
Kilter Group
Rhinebeck,
New York
|
US$4.09萬
|
+US$1,957
|
+6
|
+5%
|
|
|
2003
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
US$4.01萬
|
+US$3,262
|
+10
|
+9%
|
|
|
2004
|
Valued Wealth Advisors
Holladay,
Utah
|
US$4萬
|
+US$2,936
|
+9
|
+8%
|
|
|
2005
|
IMA Advisory Services
Denver,
Colorado
|
US$4萬
|
-US$1,631
|
-5
|
-4%
|
|
|
2006
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
US$3.92萬
|
–
|
–
|
–
|
|
|
2007
|
Vision Retirement
Ridgewood,
New Jersey
|
US$3.92萬
|
+US$3,588
|
+11
|
+11%
|
|
|
2008
|
Meeder Asset Management
Dublin,
Ohio
|
US$3.82萬
|
-US$236萬
|
-7,243
|
-98%
|
|
|
2009
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
US$3.82萬
|
–
|
–
|
–
|
|
|
2010
|
SOA Wealth Advisors
New York
|
US$3.82萬
|
–
|
–
|
–
|
|
|
2011
|
Hollencrest Capital Management
Newport Beach,
California
|
US$3.75萬
|
-US$1.7萬
|
-52
|
-32%
|
|
|
2012
|
Financial Perspectives
Minneapolis,
Minnesota
|
US$3.71萬
|
–
|
–
|
–
|
|
|
2013
|
Ares Financial Consulting
Calabasas,
California
|
US$3.71萬
|
+US$1,631
|
+5
|
+5%
|
|
|
2014
|
Meridiem Investment Management
London,
United Kingdom
|
US$3.68萬
|
–
|
–
|
–
|
|
|
2015
|
Crewe Advisors
Salt Lake City,
Utah
|
US$3.65萬
|
+US$8,154
|
+25
|
+30%
|
|
|
2016
|
Kozak & Associates
Highlands Ranch,
Colorado
|
US$3.62萬
|
+US$979
|
+3
|
+3%
|
|
|
2017
|
Kerr Financial Planning
Fresno,
California
|
US$3.48萬
|
–
|
–
|
–
|
|
|
2018
|
West Paces Advisors
Atlanta,
Georgia
|
US$3.48萬
|
+US$3.33萬
|
+102
|
新
|
|
|
2019
|
Financial Consulate
Hunt Valley,
Maryland
|
US$3.44萬
|
+US$5,219
|
+16
|
+19%
|
|
|
2020
|
Kelleher Financial Advisors
New York
|
US$3.44萬
|
+US$3.29萬
|
+101
|
新
|
|
|
2021
|
Philadelphia Investment Partners
Voorhees,
New Jersey
|
US$3.41萬
|
–
|
–
|
–
|
|
|
2022
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
US$3.41萬
|
+US$2,936
|
+9
|
+10%
|
|
|
2023
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
US$3.4萬
|
–
|
–
|
–
|
|
|
2024
|
Silicon Valley Capital Partners
San Jose,
California
|
US$3.33萬
|
+US$2.25萬
|
+69
|
+238%
|
|
|
2025
|
Arlington Trust
Birmingham,
Alabama
|
US$3.27萬
|
–
|
–
|
–
|
|
