|
2001
|
Roberts, Glore & Co
Deerfield,
Illinois
|
US$481萬
|
+US$46.3萬
|
+639
|
+11%
|
|
|
2002
|
Prasad Wealth Partners
Independence,
Ohio
|
US$481萬
|
-US$7.47萬
|
-103
|
-2%
|
|
|
2003
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
US$479萬
|
+US$5.29萬
|
+73
|
+1%
|
|
|
2004
|
Apollon Financial
Mount Pleasant,
South Carolina
|
US$479萬
|
+US$1.45萬
|
+20
|
+0.3%
|
|
|
2005
|
McAdam LLC
Philadelphia,
Pennsylvania
|
US$479萬
|
-US$40.6萬
|
-560
|
-8%
|
|
|
2006
|
Duncker Streett & Co
St. Louis,
Missouri
|
US$479萬
|
+US$34.9萬
|
+482
|
+8%
|
|
|
2007
|
Insight Wealth Strategies
San Ramon,
California
|
US$478萬
|
-US$24.6萬
|
-339
|
-5%
|
|
|
2008
|
Argos Wealth Advisors
Sacramento,
California
|
US$477萬
|
+US$77.2萬
|
+1,065
|
+20%
|
|
|
2009
|
Midland Wealth Advisors
Effingham,
Illinois
|
US$475萬
|
-US$3.34萬
|
-46
|
-0.7%
|
|
|
2010
|
Prism Advisors
Studio City,
California
|
US$475萬
|
-US$7.69萬
|
-106
|
-2%
|
|
|
2011
|
Essex LLC
Deer Park,
Illinois
|
US$474萬
|
-US$2,900
|
-4
|
-0.1%
|
|
|
2012
|
Castleview Partners
Dallas,
Texas
|
US$474萬
|
-US$1.67萬
|
-23
|
-0.4%
|
|
|
2013
|
Evensky & Katz
Coral Gables,
Florida
|
US$474萬
|
+US$74.9萬
|
+1,033
|
+19%
|
|
|
2014
|
Horizon Wealth Management
La Grange,
Illinois
|
US$474萬
|
+US$7.61萬
|
+105
|
+2%
|
|
|
2015
|
Schear Investment Advisers
Cincinnati,
Ohio
|
US$474萬
|
-US$353萬
|
-4,869
|
-43%
|
|
|
2016
|
Consolidated Planning Corp
Atlanta,
Georgia
|
US$473萬
|
-US$16.6萬
|
-229
|
-3%
|
|
|
2017
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
US$473萬
|
-US$8,700
|
-12
|
-0.2%
|
|
|
2018
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
US$472萬
|
-US$3.41萬
|
-47
|
-0.7%
|
|
|
2019
|
North Star Asset Management
Neenah,
Wisconsin
|
US$470萬
|
-US$10萬
|
-138
|
-2%
|
|
|
2020
|
|
US$470萬
|
-US$36萬
|
-497
|
-7%
|
|
|
2021
|
Investment House LLC
Redondo Beach,
California
|
US$470萬
|
+US$456萬
|
+6,292
|
新
|
|
|
2022
|
Tillman Hartley LLC
Denver,
Colorado
|
US$468萬
|
–
|
–
|
–
|
|
|
2023
|
Cooksen Wealth
The Woodlands,
Texas
|
US$467萬
|
+US$136萬
|
+1,876
|
+43%
|
|
|
2024
|
Liberty Wealth Management
Oakland,
California
|
US$467萬
|
–
|
–
|
–
|
|
|
2025
|
Councilmark Asset Management
Knoxville,
Tennessee
|
US$466萬
|
–
|
–
|
–
|
|
