|
2001
|
CMG Global Holdings
Plano,
Texas
|
US$57.6萬
|
+US$56.3萬
|
+6,690
|
新
|
|
|
2002
|
First Nebraska Trust
Lincoln,
Nebraska
|
US$57.4萬
|
+US$1.31萬
|
+156
|
+2%
|
|
|
2003
|
Flywheel Private Wealth
Los Altos,
California
|
US$57.3萬
|
+US$8.4萬
|
+998
|
+18%
|
|
|
2004
|
Invested Advisors
State College,
Pennsylvania
|
US$57.3萬
|
+US$55.9萬
|
+6,649
|
新
|
|
|
2005
|
Payne Capital
Lake Oswego,
Oregon
|
US$57.3萬
|
–
|
–
|
–
|
|
|
2006
|
Salus Financial Advisors
Colorado Springs,
Colorado
|
US$57.2萬
|
–
|
–
|
–
|
|
|
2007
|
Washington Trust
Westerly,
Rhode Island
|
US$57.1萬
|
–
|
–
|
–
|
|
|
2008
|
Sargent Investment Group
Bethesda,
Maryland
|
US$56.9萬
|
+US$84
|
+1
|
+0%
|
|
|
2009
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
US$56.9萬
|
–
|
–
|
–
|
|
|
2010
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
US$56.8萬
|
-US$7.61萬
|
-904
|
-12%
|
|
|
2011
|
Impact Capital Partners
Greenwood Village,
Colorado
|
US$56.8萬
|
-US$25.9萬
|
-3,079
|
-32%
|
|
|
2012
|
Twele Capital Management
Minnetonka,
Minnesota
|
US$56.7萬
|
-US$1.69萬
|
-201
|
-3%
|
|
|
2013
|
JGP Wealth Management
Bend,
Oregon
|
US$56.7萬
|
-US$2.47萬
|
-294
|
-4%
|
|
|
2014
|
Topsail Wealth Management
Charlotte,
North Carolina
|
US$56.7萬
|
–
|
–
|
–
|
|
|
2015
|
PW Advisors
Tallahassee,
Florida
|
US$56.7萬
|
-US$4.81萬
|
-572
|
-8%
|
|
|
2016
|
Welch & Forbes
Boston,
Massachusetts
|
US$56.6萬
|
+US$1.41萬
|
+168
|
+3%
|
|
|
2017
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
US$56.6萬
|
+US$3.53萬
|
+419
|
+7%
|
|
|
2018
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
US$56.5萬
|
+US$2.26萬
|
+268
|
+4%
|
|
|
2019
|
Chapman Financial Group
Kailua,
Hawaii
|
US$56.5萬
|
–
|
–
|
–
|
|
|
2020
|
Prudent Investors Network
Lake Forest,
California
|
US$56.4萬
|
-US$12.7萬
|
-1,506
|
-19%
|
|
|
2021
|
Laffer Tengler Investments
Nashville,
Tennessee
|
US$56.3萬
|
–
|
–
|
–
|
|
|
2022
|
Continental Investors Services
Longview,
Washington
|
US$56.2萬
|
-US$6.14萬
|
-730
|
-10%
|
|
|
2023
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
US$56.2萬
|
+US$3,955
|
+47
|
+0.7%
|
|
|
2024
|
Hamilton Wealth
Encino,
California
|
US$56.1萬
|
-US$4.39萬
|
-522
|
-7%
|
|
|
2025
|
Planned Solutions
Folsom,
California
|
US$56萬
|
-US$14.7萬
|
-1,746
|
-21%
|
|
