|
2001
|
Vertrix Wealth Management
Troy,
Michigan
|
US$27.1萬
|
+US$26.1萬
|
+1,273
|
新
|
|
|
2002
|
Compass Financial Services
West Des Moines,
Iowa
|
US$27萬
|
+US$614
|
+3
|
+0.2%
|
|
|
2003
|
Act Wealth Management
Plano,
Texas
|
US$27萬
|
-US$1.96萬
|
-96
|
-7%
|
|
|
2004
|
Banque Transatlantique
Paris,
France
|
US$27萬
|
–
|
–
|
–
|
|
|
2005
|
Brave Asset Management
Summit,
New Jersey
|
US$26.8萬
|
–
|
–
|
–
|
|
|
2006
|
Chapman Financial Group
Kailua,
Hawaii
|
US$26.8萬
|
+US$2.05萬
|
+100
|
+9%
|
|
|
2007
|
Rather & Kittrell
Knoxville,
Tennessee
|
US$26.7萬
|
–
|
–
|
–
|
|
|
2008
|
IFC & Insurance Marketing
Auburn,
California
|
US$26.7萬
|
+US$25.7萬
|
+1,256
|
新
|
|
|
2009
|
Noesis Capital Mangement
Boca Raton,
Florida
|
US$26.7萬
|
-US$1.84萬
|
-90
|
-7%
|
|
|
2010
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
US$26.7萬
|
–
|
–
|
–
|
|
|
2011
|
Libra Wealth
Los Gatos,
California
|
US$26.6萬
|
–
|
–
|
–
|
|
|
2012
|
GSB Wealth Management
Guilford,
Connecticut
|
US$26.6萬
|
+US$25.6萬
|
+1,249
|
新
|
|
|
2013
|
Mattern Wealth Management
Lawrence,
Kansas
|
US$26.5萬
|
+US$1,637
|
+8
|
+0.6%
|
|
|
2014
|
Van Diest Capital
Poly City,
Iowa
|
US$26.4萬
|
+US$25.4萬
|
+1,243
|
新
|
|
|
2015
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
US$26.4萬
|
+US$8,186
|
+40
|
+3%
|
|
|
2016
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
US$26.4萬
|
–
|
–
|
–
|
|
|
2017
|
TCI Wealth Advisors
Tucson,
Arizona
|
US$26.3萬
|
-US$3,070
|
-15
|
-1%
|
|
|
2018
|
JSF Financial
Los Angeles,
California
|
US$26.2萬
|
+US$614
|
+3
|
+0.2%
|
|
|
2019
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
US$26.2萬
|
+US$25.2萬
|
+1,232
|
新
|
|
|
2020
|
BTG Pactual Asset Management US
New York
|
US$26.2萬
|
+US$25.2萬
|
+1,232
|
新
|
|
|
2021
|
XML Financial
Bethesda,
Maryland
|
US$26萬
|
+US$1.68萬
|
+82
|
+7%
|
|
|
2022
|
Norris Financial Group
Greenville,
South Carolina
|
US$25.9萬
|
–
|
–
|
–
|
|
|
2023
|
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
|
US$25.8萬
|
-US$19.4萬
|
-948
|
-44%
|
|
|
2024
|
TCTC Holdings
Dallas,
Texas
|
US$25.7萬
|
–
|
–
|
–
|
|
|
2025
|
Centerpoint Advisors
Needham,
Massachusetts
|
US$25.5萬
|
–
|
–
|
–
|
|
