|
2001
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
US$5.42萬
|
+US$5.45萬
|
+159
|
新
|
|
|
2002
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
US$5.31萬
|
–
|
–
|
–
|
|
|
2003
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
US$5.3萬
|
-US$3,768
|
-11
|
-7%
|
|
|
2004
|
Strategic Wealth Advisors
Scottsdale,
Arizona
|
US$5.3萬
|
–
|
–
|
–
|
|
|
2005
|
GW&K Investment Management
Boston,
Massachusetts
|
US$5.3萬
|
+US$3,768
|
+11
|
+8%
|
|
|
2006
|
Elevation Wealth Partners
Santa Rosa,
California
|
US$5.17萬
|
+US$3.63萬
|
+106
|
+265%
|
|
|
2007
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
US$5.1萬
|
–
|
–
|
–
|
|
|
2008
|
Optiver Holding
Amsterdam,
Netherlands
|
US$4.96萬
|
-US$73.2萬
|
-2,136
|
-94%
|
|
|
2009
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
US$4.89萬
|
+US$1.85萬
|
+54
|
+64%
|
|
|
2010
|
Bollard Group
Boston,
Massachusetts
|
US$4.8萬
|
+US$343
|
+1
|
+0.7%
|
|
|
2011
|
Hughes Financial Services
Herndon,
Virginia
|
US$4.78萬
|
+US$3,768
|
+11
|
+9%
|
|
|
2012
|
DecisionPoint Financial
Mesa,
Arizona
|
US$4.77萬
|
+US$1,028
|
+3
|
+2%
|
|
|
2013
|
IMA Advisory Services
Denver,
Colorado
|
US$4.75萬
|
+US$3.8萬
|
+111
|
+483%
|
|
|
2014
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
US$4.71萬
|
+US$1.64萬
|
+48
|
+56%
|
|
|
2015
|
Advocate Investing Services
Woodbine,
Maryland
|
US$4.61萬
|
–
|
–
|
–
|
|
|
2016
|
Winch Advisory Services
Appleton,
Wisconsin
|
US$4.6萬
|
–
|
–
|
–
|
|
|
2017
|
Financial Consulate
Hunt Valley,
Maryland
|
US$4.48萬
|
+US$343
|
+1
|
+0.8%
|
|
|
2018
|
Ares Financial Consulting
Calabasas,
California
|
US$4.46萬
|
+US$2,055
|
+6
|
+5%
|
|
|
2019
|
Westfuller Advisors
New York
|
US$4.32萬
|
–
|
–
|
–
|
|
|
2020
|
Ogorek Anthony Joseph
Williamsville,
New York
|
US$4.3萬
|
–
|
–
|
–
|
|
|
2021
|
Seneschal Advisors
Tacoma,
Washington
|
US$4.29萬
|
–
|
–
|
–
|
|
|
2022
|
Pioneer Family Office
North Miami Beach,
Florida
|
US$4.25萬
|
–
|
–
|
–
|
|
|
2023
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
US$4.25萬
|
–
|
–
|
–
|
|
|
2024
|
Albion Financial Group
Salt Lake City,
Utah
|
US$4.25萬
|
+US$3.56萬
|
+104
|
+650%
|
|
|
2025
|
Access Investment Management
Atlanta,
Georgia
|
US$4.22萬
|
–
|
–
|
–
|
|
