|
2001
|
D.J. St. Germain
Springfield,
Massachusetts
|
US$9.6萬
|
+US$3.01萬
|
+69
|
+40%
|
|
|
2002
|
Rossby Financial
Melbourne,
Florida
|
US$9.5萬
|
-US$4.63萬
|
-106
|
-31%
|
|
|
2003
|
Curat Global
Springfield,
New Hampshire
|
US$9.5萬
|
–
|
–
|
–
|
|
|
2004
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
US$9.5萬
|
+US$10.4萬
|
+239
|
新
|
|
|
2005
|
Owl Creek Wealth Partners
Denver,
Colorado
|
US$9.39萬
|
-US$3.98萬
|
-91
|
-28%
|
|
|
2006
|
Sunrise Financial Services
Burien,
Washington
|
US$9.11萬
|
+US$1.75萬
|
+40
|
+21%
|
|
|
2007
|
Glen Eagle Advisors
Kingston,
New Jersey
|
US$8.95萬
|
-US$5.24萬
|
-120
|
-35%
|
|
|
2008
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
US$8.95萬
|
+US$9,175
|
+21
|
+10%
|
|
|
2009
|
Manning & Napier Advisors
Fairport,
New York
|
US$8.89萬
|
-US$42萬
|
-961
|
-81%
|
|
|
2010
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
US$8.87萬
|
+US$9.7萬
|
+223
|
新
|
|
|
2011
|
Mosley Wealth Management
Anaheim,
California
|
US$8.39萬
|
-US$44.9萬
|
-1,028
|
-83%
|
|
|
2012
|
Bollard Group
Boston,
Massachusetts
|
US$8.3萬
|
-US$3.32萬
|
-76
|
-27%
|
|
|
2013
|
Gill Capital Partners
Denver,
Colorado
|
US$8.27萬
|
–
|
–
|
–
|
|
|
2014
|
BOK Financial Private Wealth
Denver,
Colorado
|
US$7.95萬
|
+US$8,738
|
+20
|
+11%
|
|
|
2015
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
US$7.95萬
|
+US$2.27萬
|
+52
|
+35%
|
|
|
2016
|
Fortis Group Advisors
Westwood,
New Jersey
|
US$7.6萬
|
–
|
–
|
–
|
|
|
2017
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
US$7.6萬
|
–
|
–
|
–
|
|
|
2018
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
US$7.56萬
|
+US$8.3萬
|
+190
|
新
|
|
|
2019
|
Financial Life Planners
Tempe,
Arizona
|
US$7.48萬
|
-US$3,932
|
-9
|
-5%
|
|
|
2020
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
US$7.44萬
|
+US$874
|
+2
|
+1%
|
|
|
2021
|
City Holding Co
Charleston,
West Virginia
|
US$7.2萬
|
+US$7,427
|
+17
|
+10%
|
|
|
2022
|
Sachetta
Lynnfield,
Massachusetts
|
US$7.08萬
|
+US$1.57萬
|
+36
|
+25%
|
|
|
2023
|
City State Bank
Norwalk,
Iowa
|
US$7.04萬
|
–
|
–
|
–
|
|
|
2024
|
Lodestone Wealth Management
Spokane,
Washington
|
US$6.88萬
|
-US$1.09萬
|
-25
|
-13%
|
|
|
2025
|
Bell Investment Advisors
Oakland,
California
|
US$6.84萬
|
-US$2,621
|
-6
|
-3%
|
|
