|
2001
|
Integrity Advisory Solutions
Dallas,
Texas
|
US$143萬
|
+US$26.7萬
|
+657
|
+28%
|
|
|
2002
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
US$143萬
|
+US$28.1萬
|
+692
|
+30%
|
|
|
2003
|
Burford Brothers
Dallas,
Texas
|
US$143萬
|
+US$2.19萬
|
+54
|
+2%
|
|
|
2004
|
Principal Street Partners
Memphis,
Tennessee
|
US$143萬
|
+US$46萬
|
+1,134
|
+61%
|
|
|
2005
|
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
|
US$142萬
|
+US$4.95萬
|
+122
|
+4%
|
|
|
2006
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
US$142萬
|
-US$7.39萬
|
-182
|
-6%
|
|
|
2007
|
Avior Wealth Management
Omaha,
Nebraska
|
US$142萬
|
-US$246萬
|
-6,056
|
-67%
|
|
|
2008
|
Hoge Financial Services
Canonsburg,
Pennsylvania
|
US$142萬
|
+US$2,435
|
+6
|
+0.2%
|
|
|
2009
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
US$142萬
|
–
|
–
|
–
|
|
|
2010
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
US$142萬
|
+US$6.9萬
|
+170
|
+6%
|
|
|
2011
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
US$141萬
|
–
|
–
|
–
|
|
|
2012
|
Keel Point
Huntsville,
Alabama
|
US$141萬
|
-US$8.03萬
|
-198
|
-6%
|
|
|
2013
|
LVZ Inc
Holland,
Michigan
|
US$141萬
|
+US$2.19萬
|
+54
|
+2%
|
|
|
2014
|
Proficio Capital Partners
Newton,
Massachusetts
|
US$141萬
|
+US$58.4萬
|
+1,439
|
+95%
|
|
|
2015
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
US$141萬
|
+US$57.5萬
|
+1,416
|
+60%
|
|
|
2016
|
Ducere Wealth Management
Newport Beach,
California
|
US$141萬
|
+US$38.3萬
|
+944
|
+47%
|
|
|
2017
|
|
US$141萬
|
–
|
–
|
–
|
|
|
2018
|
Armstrong Advisory Group
Needham,
Massachusetts
|
US$141萬
|
-US$1.91萬
|
-47
|
-2%
|
|
|
2019
|
Grove Bank & Trust
Miami,
Florida
|
US$141萬
|
-US$2,841
|
-7
|
-0.2%
|
|
|
2020
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
US$140萬
|
+US$4.38萬
|
+108
|
+4%
|
|
|
2021
|
Titleist Asset Management
San Antonio,
Texas
|
US$140萬
|
+US$14.3萬
|
+353
|
+14%
|
|
|
2022
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
US$140萬
|
+US$1.74萬
|
+43
|
+1%
|
|
|
2023
|
Orbis Allan Gray
Hamilton,
Bermuda
|
US$139萬
|
-US$86.4萬
|
-2,128
|
-42%
|
|
|
2024
|
Uniting Wealth Partners
Mission,
Kansas
|
US$139萬
|
-US$40.3萬
|
-993
|
-25%
|
|
|
2025
|
Larson Financial Group
St Louis,
Missouri
|
US$139萬
|
+US$16.6萬
|
+410
|
+16%
|
|
