|
2001
|
|
US$84萬
|
+US$3.66萬
|
+202
|
+4%
|
|
|
2002
|
Okabena Investment Services
Minneapolis,
Minnesota
|
US$83.6萬
|
–
|
–
|
–
|
|
|
2003
|
R Squared
Central,
Hong Kong
|
US$83.3萬
|
+US$53.9萬
|
+2,972
|
+110%
|
|
|
2004
|
Proffitt & Goodson
Knoxville,
Tennessee
|
US$83.1萬
|
-US$2.66萬
|
-147
|
-3%
|
|
|
2005
|
Ipswich Investment Management
Beverly,
Massachusetts
|
US$83.1萬
|
-US$8.34萬
|
-460
|
-8%
|
|
|
2006
|
IFG Advisory
Atlanta,
Georgia
|
US$83萬
|
+US$103萬
|
+5,664
|
新
|
|
|
2007
|
Tandem Investment Partners
Bordentown,
New Jersey
|
US$82.9萬
|
-US$1.27萬
|
-70
|
-1%
|
|
|
2008
|
Congress Asset Management
Boston,
Massachusetts
|
US$82.8萬
|
-US$15.2萬
|
-838
|
-13%
|
|
|
2009
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
US$82.8萬
|
-US$2.14萬
|
-118
|
-2%
|
|
|
2010
|
Voya Financial Advisors
Windsor,
Connecticut
|
US$82萬
|
-US$14.2萬
|
-783
|
-12%
|
|
|
2011
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
US$82萬
|
+US$26.5萬
|
+1,464
|
+35%
|
|
|
2012
|
TCTC Holdings
Dallas,
Texas
|
US$82萬
|
+US$10.1萬
|
+560
|
+11%
|
|
|
2013
|
Fiscal Wisdom Wealth Management
Canton,
Connecticut
|
US$81.8萬
|
+US$362
|
+2
|
+0%
|
|
|
2014
|
Madison Wealth Partners
Madison,
Wisconsin
|
US$81.8萬
|
+US$36.4萬
|
+2,010
|
+56%
|
|
|
2015
|
Walker Asset Management
Verona,
Missouri
|
US$81.8萬
|
-US$1,994
|
-11
|
-0.2%
|
|
|
2016
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
US$81.5萬
|
-US$1.72萬
|
-95
|
-2%
|
|
|
2017
|
Insight 2811 Inc
Chicago,
Illinois
|
US$81.4萬
|
+US$3,262
|
+18
|
+0.3%
|
|
|
2018
|
Winthrop Advisory Group
Boston,
Massachusetts
|
US$81.3萬
|
+US$7.19萬
|
+397
|
+8%
|
|
|
2019
|
Quantum Private Wealth
Tampa,
Florida
|
US$81.3萬
|
-US$21.4萬
|
-1,181
|
-18%
|
|
|
2020
|
One Wealth Advisors
San Francisco,
California
|
US$81.3萬
|
+US$8.66萬
|
+478
|
+9%
|
|
|
2021
|
Quantum Financial Advisors
El Segundo,
California
|
US$81.2萬
|
-US$2,900
|
-16
|
-0.3%
|
|
|
2022
|
Register Financial Advisors
Atlanta,
Georgia
|
US$81.2萬
|
+US$2.9萬
|
+160
|
+3%
|
|
|
2023
|
Arsenal Capital Advisors
Conshohocken,
Pennsylvania
|
US$81.1萬
|
-US$10.5萬
|
-578
|
-9%
|
|
|
2024
|
TTP Investments
San Jose,
California
|
US$81.1萬
|
-US$19.6萬
|
-1,080
|
-16%
|
|
|
2025
|
SeaCrest Wealth Management
Purchase,
New York
|
US$81萬
|
-US$47.5萬
|
-2,622
|
-32%
|
|
