|
2001
|
Global Financial Private Client
Sarasota,
Florida
|
US$423萬
|
+US$35.9萬
|
+493
|
+10%
|
|
|
2002
|
Roxbury Financial
Mount Arlington,
New Jersey
|
US$422萬
|
+US$10.2萬
|
+140
|
+3%
|
|
|
2003
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
US$421萬
|
+US$114萬
|
+1,564
|
+39%
|
|
|
2004
|
Appleton Partners
Boston,
Massachusetts
|
US$420萬
|
+US$29.7萬
|
+408
|
+8%
|
|
|
2005
|
Newport Capital Group
Red Bank,
New Jersey
|
US$420萬
|
+US$19.4萬
|
+267
|
+5%
|
|
|
2006
|
WestHill Financial Advisors
San Rafael,
California
|
US$420萬
|
-US$25.3萬
|
-348
|
-6%
|
|
|
2007
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
US$419萬
|
-US$7,282
|
-10
|
-0.2%
|
|
|
2008
|
Antonelli Financial Advisors
Grosse Pointe,
Michigan
|
US$418萬
|
-US$46.5萬
|
-639
|
-10%
|
|
|
2009
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
US$417萬
|
-US$14.4萬
|
-198
|
-3%
|
|
|
2010
|
Wealth Effects
Boston,
Massachusetts
|
US$417萬
|
+US$87萬
|
+1,195
|
+27%
|
|
|
2011
|
Fullerton Fund Management
Singapore
|
US$417萬
|
+US$207萬
|
+2,845
|
+104%
|
|
|
2012
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
US$415萬
|
+US$50.6萬
|
+695
|
+14%
|
|
|
2013
|
NBH Bank
Greenwood Village,
Colorado
|
US$414萬
|
+US$403萬
|
+5,531
|
新
|
|
|
2014
|
|
US$414萬
|
-US$17.5萬
|
-241
|
-4%
|
|
|
2015
|
Frank Rimerman Advisors
Palo Alto,
California
|
US$413萬
|
-US$5.53萬
|
-76
|
-1%
|
|
|
2016
|
Biltmore Family Office
Charlotte,
North Carolina
|
US$413萬
|
-US$10.2萬
|
-140
|
-2%
|
|
|
2017
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
US$412萬
|
+US$18.7萬
|
+257
|
+5%
|
|
|
2018
|
Lyell Wealth Management
Menlo Park,
California
|
US$412萬
|
–
|
–
|
–
|
|
|
2019
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
US$411萬
|
+US$12.5萬
|
+171
|
+3%
|
|
|
2020
|
ARS Investment Partners
New York
|
US$411萬
|
-US$2,913
|
-4
|
-0.1%
|
|
|
2021
|
Plum Street Advisors
New Orleans,
Louisiana
|
US$410萬
|
-US$69.1萬
|
-949
|
-15%
|
|
|
2022
|
PCG Wealth Advisors
Overland Park,
Kansas
|
US$410萬
|
+US$74.1萬
|
+1,017
|
+23%
|
|
|
2023
|
Certior Financial Group
King Of Prussia,
Pennsylvania
|
US$410萬
|
+US$16.2萬
|
+223
|
+4%
|
|
|
2024
|
Laurel Wealth Planning
Edina,
Minnesota
|
US$409萬
|
-US$57.8萬
|
-794
|
-13%
|
|
|
2025
|
Condor Capital Management
Martinsville,
New Jersey
|
US$409萬
|
-US$3.64萬
|
-50
|
-0.9%
|
|
