|
2001
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
US$51.9萬
|
+US$9.28萬
|
+496
|
+21%
|
|
|
2002
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
US$51.8萬
|
+US$1.07萬
|
+57
|
+2%
|
|
|
2003
|
360 Financial
Wayzata,
Minnesota
|
US$51.7萬
|
–
|
–
|
–
|
|
|
2004
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
US$51.7萬
|
–
|
–
|
–
|
|
|
2005
|
Capital CS Group
Irvine,
California
|
US$51.5萬
|
+US$52.1萬
|
+2,788
|
新
|
|
|
2006
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
US$51.5萬
|
+US$1.1萬
|
+59
|
+2%
|
|
|
2007
|
King Wealth Management Group
Naples,
Florida
|
US$51.5萬
|
-US$73.8萬
|
-3,945
|
-59%
|
|
|
2008
|
Capital Performance Advisors
Walnut Creek,
California
|
US$51.3萬
|
+US$10.5萬
|
+562
|
+25%
|
|
|
2009
|
Purus Wealth Management
Newport Beach,
California
|
US$51.3萬
|
+US$4.38萬
|
+234
|
+9%
|
|
|
2010
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
US$51.1萬
|
+US$51.7萬
|
+2,764
|
新
|
|
|
2011
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
US$51萬
|
-US$6.96萬
|
-372
|
-12%
|
|
|
2012
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
US$51萬
|
+US$14萬
|
+746
|
+37%
|
|
|
2013
|
VarCov Co
Darien,
Connecticut
|
US$50.9萬
|
+US$19.3萬
|
+1,033
|
+60%
|
|
|
2014
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
US$50.9萬
|
-US$1.59萬
|
-85
|
-3%
|
|
|
2015
|
First Community Trust
Dubuque,
Iowa
|
US$50.8萬
|
–
|
–
|
–
|
|
|
2016
|
Tidemark
San Diego,
California
|
US$50.8萬
|
+US$561
|
+3
|
+0.1%
|
|
|
2017
|
Impact Capital Partners
Greenwood Village,
Colorado
|
US$50.8萬
|
+US$4,114
|
+22
|
+0.8%
|
|
|
2018
|
Twin City Private Wealth
Winston-Salem,
North Carolina
|
US$50.7萬
|
-US$48.5萬
|
-2,591
|
-49%
|
|
|
2019
|
First Bancorp
Damariscotta,
Maine
|
US$50.7萬
|
+US$8.94萬
|
+478
|
+21%
|
|
|
2020
|
Clear Creek Financial Management
Silverdale,
Washington
|
US$50.7萬
|
-US$4.43萬
|
-237
|
-8%
|
|
|
2021
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
US$50.6萬
|
-US$27.5萬
|
-1,471
|
-35%
|
|
|
2022
|
Virtue Capital Management
Brentwood,
Tennessee
|
US$50.5萬
|
-US$11.6萬
|
-620
|
-18%
|
|
|
2023
|
Insight Advisors
Newtown,
Pennsylvania
|
US$50.3萬
|
-US$10萬
|
-537
|
-16%
|
|
|
2024
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
US$50.3萬
|
+US$3.29萬
|
+176
|
+7%
|
|
|
2025
|
Stratos Investment Management
Beachwood,
Ohio
|
US$50.3萬
|
+US$16.1萬
|
+863
|
+46%
|
|
