|
2001
|
BCGM Wealth Management
Lafayette,
Indiana
|
US$41.1萬
|
+US$281
|
+1
|
+0.1%
|
|
|
2002
|
Asset Dedication LLC
San Francisco,
California
|
US$41.1萬
|
+US$19.2萬
|
+682
|
+100%
|
|
|
2003
|
TRB Wealth Management
Houston,
Texas
|
US$41萬
|
–
|
–
|
–
|
|
|
2004
|
Blankinship & Foster
Solana Beach,
California
|
US$40.7萬
|
–
|
–
|
–
|
|
|
2005
|
Aviso Wealth Management
Bellevue,
Washington
|
US$40.6萬
|
+US$5.62萬
|
+200
|
+17%
|
|
|
2006
|
Evolve Private Wealth
Los Angeles,
California
|
US$40.5萬
|
-US$66.9萬
|
-2,381
|
-64%
|
|
|
2007
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
US$40.5萬
|
-US$1,405
|
-5
|
-0.4%
|
|
|
2008
|
Wolff Wiese Magana
Carslbad,
California
|
US$40.5萬
|
-US$1.35萬
|
-48
|
-3%
|
|
|
2009
|
Diligent Investors
Redlands,
California
|
US$40.4萬
|
+US$12.6萬
|
+450
|
+50%
|
|
|
2010
|
COFG Advisors
Oak Brook,
Illinois
|
US$40.2萬
|
+US$9.6萬
|
+341
|
+34%
|
|
|
2011
|
Objectivity Squared
Charleston,
South Carolina
|
US$40.2萬
|
+US$843
|
+3
|
+0.2%
|
|
|
2012
|
Maloon Powers Pitre Higgins & Dennehy
San Ramon,
California
|
US$40.2萬
|
+US$37.6萬
|
+1,338
|
新
|
|
|
2013
|
Veridan Wealth
West Linn,
Oregon
|
US$40.1萬
|
+US$37.5萬
|
+1,334
|
新
|
|
|
2014
|
Dunhill Financial
London,
United Kingdom
|
US$40.1萬
|
–
|
–
|
–
|
|
|
2015
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
US$40萬
|
+US$3.32萬
|
+118
|
+10%
|
|
|
2016
|
MBA Advisors
Hermitage,
Pennsylvania
|
US$40萬
|
–
|
–
|
–
|
|
|
2017
|
Heritage Wealth Advisors
Richmond,
Virginia
|
US$39.9萬
|
+US$7.67萬
|
+273
|
+26%
|
|
|
2018
|
Arvest Investments
Lowell,
Arkansas
|
US$39.9萬
|
-US$1.24萬
|
-44
|
-3%
|
|
|
2019
|
Albion Financial Group
Salt Lake City,
Utah
|
US$39.9萬
|
-US$1.55萬
|
-55
|
-4%
|
|
|
2020
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
US$39.8萬
|
-US$7,025
|
-25
|
-2%
|
|
|
2021
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
US$39.7萬
|
–
|
–
|
–
|
|
|
2022
|
G2 Capital Management
Columbus,
Ohio
|
US$39.7萬
|
–
|
–
|
–
|
|
|
2023
|
Financial Harvest
Winter Park,
Florida
|
US$39.6萬
|
–
|
–
|
–
|
|
|
2024
|
Berkshire Bank
Pittsfield,
Massachusetts
|
US$39.6萬
|
–
|
–
|
–
|
|
|
2025
|
Aviance Capital Partners
Naples,
Florida
|
US$39.5萬
|
–
|
–
|
–
|
|
