|
2001
|
Crumly & Associates
Springfield,
Illinois
|
US$53.7萬
|
+US$1.7萬
|
+362
|
+3%
|
|
|
2002
|
Physicians Financial Services
Raleigh,
North Carolina
|
US$53.7萬
|
-US$4,691
|
-100
|
-0.8%
|
|
|
2003
|
Wealth Group
Raleigh,
North Carolina
|
US$53.7萬
|
+US$59.5萬
|
+12,688
|
新
|
|
|
2004
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
US$53.7萬
|
-US$3.32萬
|
-708
|
-5%
|
|
|
2005
|
Invested Advisors
State College,
Pennsylvania
|
US$53.7萬
|
-US$4.32萬
|
-920
|
-7%
|
|
|
2006
|
Titleist Asset Management
San Antonio,
Texas
|
US$53.6萬
|
-US$16.5萬
|
-3,521
|
-22%
|
|
|
2007
|
Income Insurance Ltd
Singapore,
|
US$53.5萬
|
–
|
–
|
–
|
|
|
2008
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
US$53.3萬
|
-US$23.3萬
|
-4,958
|
-28%
|
|
|
2009
|
Quad-Cities Investment Group
Davenport,
Iowa
|
US$53.3萬
|
-US$4.26萬
|
-908
|
-7%
|
|
|
2010
|
Round Rock Advisors
Wilton,
Connecticut
|
US$53.3萬
|
+US$3,143
|
+67
|
+0.5%
|
|
|
2011
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
US$53.2萬
|
+US$2,580
|
+55
|
+0.4%
|
|
|
2012
|
Proficio Capital Partners
Newton,
Massachusetts
|
US$53.1萬
|
+US$58.9萬
|
+12,551
|
新
|
|
|
2013
|
Syverson Strege & Co
West Des Moines,
Iowa
|
US$53.1萬
|
+US$9.01萬
|
+1,921
|
+18%
|
|
|
2014
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
US$53萬
|
+US$2.34萬
|
+499
|
+4%
|
|
|
2015
|
Silvia McColl Wealth Management
San Diego,
California
|
US$53萬
|
–
|
–
|
–
|
|
|
2016
|
PCG Asset Management
Gladstone,
New Jersey
|
US$52.9萬
|
-US$8,913
|
-190
|
-1%
|
|
|
2017
|
|
US$52.9萬
|
-US$5.52萬
|
-1,176
|
-9%
|
|
|
2018
|
Howland Capital Management
Boston,
Massachusetts
|
US$52.8萬
|
+US$1,830
|
+39
|
+0.3%
|
|
|
2019
|
World Equity Group
Schaumburg,
Illinois
|
US$52.8萬
|
-US$1.52萬
|
-324
|
-3%
|
|
|
2020
|
Code Waechter
Tampa,
Florida
|
US$52.7萬
|
+US$6.08萬
|
+1,297
|
+12%
|
|
|
2021
|
Aurora Private Wealth
Rockaway,
New Jersey
|
US$52.7萬
|
-US$3.02萬
|
-643
|
-5%
|
|
|
2022
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
US$52.5萬
|
+US$8.04萬
|
+1,713
|
+16%
|
|
|
2023
|
GTS Securities
Miami,
Florida
|
US$52.4萬
|
-US$16.3萬
|
-3,471
|
-22%
|
|
|
2024
|
Members Trust
Tampa,
Florida
|
US$52.3萬
|
-US$5,864
|
-125
|
-1%
|
|
|
2025
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
US$52.3萬
|
+US$8,210
|
+175
|
+1%
|
|
