|
2001
|
Tobias Financial Advisors
Plantation,
Florida
|
US$32萬
|
-US$1,720
|
-6
|
-0.6%
|
|
|
2002
|
Boston Family Office
Boston,
Massachusetts
|
US$32萬
|
-US$4,012
|
-14
|
-1%
|
|
|
2003
|
Summit Financial Strategies
Columbus,
Ohio
|
US$31.7萬
|
+US$4,012
|
+14
|
+1%
|
|
|
2004
|
MASECO Private Wealth
London,
|
US$31.6萬
|
+US$1.6萬
|
+56
|
+6%
|
|
|
2005
|
Valley Financial Group
Ambler,
Pennsylvania
|
US$31.6萬
|
-US$860
|
-3
|
-0.3%
|
|
|
2006
|
First Pacific Financial
Vancouver,
Washington
|
US$31.4萬
|
-US$1.98萬
|
-69
|
-6%
|
|
|
2007
|
VERITY Wealth Advisors
Sausalito,
United States
|
US$31.4萬
|
+US$5,732
|
+20
|
+2%
|
|
|
2008
|
Foster Group
West Des Moines,
Iowa
|
US$31.3萬
|
-US$1.55萬
|
-54
|
-5%
|
|
|
2009
|
Retirement Solution
Redmond,
Washington
|
US$31.2萬
|
+US$4.93萬
|
+172
|
+20%
|
|
|
2010
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
US$31.2萬
|
-US$2,006
|
-7
|
-0.7%
|
|
|
2011
|
Elevate Wealth Advisory
Athens,
Georgia
|
US$31.2萬
|
–
|
–
|
–
|
|
|
2012
|
Old Peak Finance
Chapel Hill,
North Carolina
|
US$31.1萬
|
–
|
–
|
–
|
|
|
2013
|
Adkins Seale Capital Management
Shreveport,
Louisiana
|
US$31萬
|
+US$1.81萬
|
+63
|
+7%
|
|
|
2014
|
Consolidated Planning Corp
Atlanta,
Georgia
|
US$31萬
|
+US$29.3萬
|
+1,022
|
新
|
|
|
2015
|
FLC Capital Advisors
Palm Desert,
California
|
US$30.9萬
|
–
|
–
|
–
|
|
|
2016
|
Integrity Investment Advisors
Fort Collins,
Colorado
|
US$30.8萬
|
+US$860
|
+3
|
+0.3%
|
|
|
2017
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
US$30.6萬
|
-US$1,146
|
-4
|
-0.4%
|
|
|
2018
|
Penney Financial
Houston,
Texas
|
US$30.5萬
|
-US$671萬
|
-23,411
|
-96%
|
|
|
2019
|
Koss-Olinger Consulting
Gainesville,
Florida
|
US$30.4萬
|
-US$9.11萬
|
-318
|
-24%
|
|
|
2020
|
Carson Advisory
Athens,
Georgia
|
US$30.4萬
|
+US$2.21萬
|
+77
|
+8%
|
|
|
2021
|
Ceeto Capital Group
Coral Gables,
Florida
|
US$30.3萬
|
–
|
–
|
–
|
|
|
2022
|
CAP Partners LLC
Franklin,
Tennessee
|
US$30.1萬
|
–
|
–
|
–
|
|
|
2023
|
MainStreet Investment Advisors
Chicago,
Illinois
|
US$30萬
|
-US$3.3萬
|
-115
|
-10%
|
|
|
2024
|
Sims Investment Management
Cincinnati,
Ohio
|
US$30萬
|
-US$1.32萬
|
-46
|
-4%
|
|
|
2025
|
Walker Financial Services
Bowling Green,
Kentucky
|
US$30萬
|
+US$860
|
+3
|
+0.3%
|
|
