|
2001
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
US$23.5萬
|
-US$2.8萬
|
-236
|
-9%
|
|
|
2002
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
US$23.5萬
|
+US$3,911
|
+33
|
+1%
|
|
|
2003
|
DRW Securities
Chicago,
Illinois
|
US$23.4萬
|
-US$29.8萬
|
-2,515
|
-53%
|
|
|
2004
|
Vaquero Private Wealth
Dallas,
Texas
|
US$23.4萬
|
+US$26.7萬
|
+2,254
|
新
|
|
|
2005
|
Acadian Asset Management
Boston,
Massachusetts
|
US$23.4萬
|
-US$2952萬
|
-249,064
|
-99%
|
|
|
2006
|
Wilkinson Global Asset Management
New York
|
US$23.4萬
|
–
|
–
|
–
|
|
|
2007
|
Armstrong Advisory Group
Needham,
Massachusetts
|
US$23.3萬
|
–
|
–
|
–
|
|
|
2008
|
Principal Street Partners
Memphis,
Tennessee
|
US$23.3萬
|
–
|
–
|
–
|
|
|
2009
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
US$23.2萬
|
-US$1,659
|
-14
|
-0.6%
|
|
|
2010
|
FF Advisors
Manhattan Beach,
California
|
US$23.2萬
|
–
|
–
|
–
|
|
|
2011
|
Latitude Advisors
Vero Beach,
Florida
|
US$23.1萬
|
-US$356
|
-3
|
-0.1%
|
|
|
2012
|
|
US$23.1萬
|
+US$1,541
|
+13
|
+0.6%
|
|
|
2013
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
US$23萬
|
+US$1.3萬
|
+110
|
+5%
|
|
|
2014
|
Leelyn Smith
Geneva,
Illinois
|
US$23萬
|
+US$593
|
+5
|
+0.2%
|
|
|
2015
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
US$23萬
|
+US$1.55萬
|
+131
|
+6%
|
|
|
2016
|
Prosperitas Financial
Valencia,
California
|
US$23萬
|
+US$2.74萬
|
+231
|
+12%
|
|
|
2017
|
Summit Wealth Group
White River Junction,
Vermont
|
US$23萬
|
–
|
–
|
–
|
|
|
2018
|
WBH Advisory
Baltimore,
Maryland
|
US$22.9萬
|
-US$5,808
|
-49
|
-2%
|
|
|
2019
|
IPG Investment Advisors
San Diego,
California
|
US$22.9萬
|
-US$1.96萬
|
-165
|
-7%
|
|
|
2020
|
Townsend Asset Management
Raleigh,
North Carolina
|
US$22.9萬
|
+US$1.84萬
|
+155
|
+8%
|
|
|
2021
|
Summit Asset Management
Memphis,
Tennessee
|
US$22.9萬
|
+US$2,015
|
+17
|
+0.8%
|
|
|
2022
|
Tripletail Wealth Management
Orlando,
Florida
|
US$22.9萬
|
+US$1.19萬
|
+100
|
+5%
|
|
|
2023
|
L.J. Altfest & Co
New York
|
US$22.8萬
|
-US$356
|
-3
|
-0.1%
|
|
|
2024
|
Baron Wealth Management
Troy,
Michigan
|
US$22.8萬
|
-US$5.12萬
|
-432
|
-16%
|
|
|
2025
|
|
US$22.7萬
|
+US$25.4萬
|
+2,143
|
+5,495%
|
|
