|
2001
|
Contravisory Investment Management
Norwell,
Massachusetts
|
US$354萬
|
-US$5.72萬
|
-56
|
-2%
|
|
|
2002
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
US$354萬
|
-US$40.7萬
|
-398
|
-12%
|
|
|
2003
|
Mirabaud & Cie
Geneva,
Switzerland
|
US$354萬
|
-US$461萬
|
-4,513
|
-60%
|
|
|
2004
|
Bullock Wealth Management
Bloomington,
Indiana
|
US$353萬
|
-US$14.8萬
|
-145
|
-5%
|
|
|
2005
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
US$352萬
|
-US$4,087
|
-4
|
-0.1%
|
|
|
2006
|
MRP Capital Investments
Alpharetta,
Georgia
|
US$352萬
|
-US$4.6萬
|
-45
|
-2%
|
|
|
2007
|
Kessler Investment Group
Columbus,
Indiana
|
US$351萬
|
-US$1.84萬
|
-18
|
-0.6%
|
|
|
2008
|
Exit Wealth Advisors
Atlanta,
Georgia
|
US$350萬
|
+US$299萬
|
+2,922
|
新
|
|
|
2009
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
US$350萬
|
-US$4.9萬
|
-48
|
-2%
|
|
|
2010
|
NCM Capital Management
Ramsey,
New Jersey
|
US$349萬
|
-US$1.53萬
|
-15
|
-0.5%
|
|
|
2011
|
Wealthedge Investment Advisors
New York
|
US$349萬
|
-US$155萬
|
-1,521
|
-34%
|
|
|
2012
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
US$349萬
|
+US$37.5萬
|
+367
|
+14%
|
|
|
2013
|
Pathway Financial Advisers
Auburn,
Indiana
|
US$347萬
|
+US$10.3萬
|
+101
|
+4%
|
|
|
2014
|
Berkshire Bank
Pittsfield,
Massachusetts
|
US$346萬
|
-US$19.5萬
|
-191
|
-6%
|
|
|
2015
|
Northstar Advisory Group
Northfield,
New Jersey
|
US$345萬
|
+US$225萬
|
+2,205
|
+328%
|
|
|
2016
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
US$345萬
|
-US$66.4萬
|
-650
|
-18%
|
|
|
2017
|
KPP Advisory Services
Louisville,
Kentucky
|
US$344萬
|
-US$47萬
|
-460
|
-14%
|
|
|
2018
|
Fairfield, Bush & Co
Darien,
Connecticut
|
US$344萬
|
+US$3.27萬
|
+32
|
+1%
|
|
|
2019
|
Douglas Lane & Associates
New York
|
US$343萬
|
+US$21.3萬
|
+208
|
+8%
|
|
|
2020
|
SWP Investment Management
Independence,
Ohio
|
US$343萬
|
+US$10.2萬
|
+100
|
+4%
|
|
|
2021
|
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
|
US$343萬
|
+US$292萬
|
+2,857
|
新
|
|
|
2022
|
Parcion Private Wealth
Bellevue,
Washington
|
US$343萬
|
+US$10.6萬
|
+104
|
+4%
|
|
|
2023
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
US$342萬
|
+US$5.42萬
|
+53
|
+2%
|
|
|
2024
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
US$342萬
|
+US$12.9萬
|
+126
|
+5%
|
|
|
2025
|
Essential Planning
Portsmouth,
New Hampshire
|
US$342萬
|
+US$1.12萬
|
+11
|
+0.4%
|
|
