|
2001
|
Autumn Glory Partners
Dallas,
Texas
|
US$22.4萬
|
+US$445
|
+2
|
+0.2%
|
|
|
2002
|
Kelsey Financial
Moorpark,
California
|
US$22.3萬
|
–
|
–
|
–
|
|
|
2003
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
US$22.3萬
|
–
|
–
|
–
|
|
|
2004
|
Clay Northam Wealth Management
Huntington Beach,
California
|
US$22.3萬
|
–
|
–
|
–
|
|
|
2005
|
North Capital
Salt Lake City,
Utah
|
US$22.3萬
|
–
|
–
|
–
|
|
|
2006
|
Sterneck Capital Management
Kansas City,
Missouri
|
US$22.3萬
|
–
|
–
|
–
|
|
|
2007
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
US$22.3萬
|
–
|
–
|
–
|
|
|
2008
|
Wallace Advisory Group
Lafayette,
California
|
US$22.1萬
|
-US$2.09萬
|
-94
|
-9%
|
|
|
2009
|
Summit Wealth Partners
Orlando,
Florida
|
US$22.1萬
|
+US$6,672
|
+30
|
+3%
|
|
|
2010
|
Summit Global Investments
Bountiful,
Utah
|
US$22.1萬
|
-US$1.31萬
|
-59
|
-6%
|
|
|
2011
|
Florida Financial Advisors
Tampa,
Florida
|
US$22.1萬
|
-US$5.65萬
|
-254
|
-20%
|
|
|
2012
|
Castleview Partners
Dallas,
Texas
|
US$22.1萬
|
+US$22萬
|
+991
|
新
|
|
|
2013
|
Kanawha Capital Management
Richmond,
Virginia
|
US$22萬
|
-US$9,564
|
-43
|
-4%
|
|
|
2014
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
US$22萬
|
–
|
–
|
–
|
|
|
2015
|
Financial Perspectives
Minneapolis,
Minnesota
|
US$22萬
|
-US$19.2萬
|
-865
|
-47%
|
|
|
2016
|
Richardson Financial Services
Medway,
Massachusetts
|
US$22萬
|
+US$9.41萬
|
+423
|
+75%
|
|
|
2017
|
Stableford Capital II
Scottsdale,
Arizona
|
US$21.9萬
|
-US$6,895
|
-31
|
-3%
|
|
|
2018
|
Rise Advisors
Rochester,
New York
|
US$21.9萬
|
+US$4,448
|
+20
|
+2%
|
|
|
2019
|
55 North Private Wealth
Winter Park,
Florida
|
US$21.8萬
|
+US$21.8萬
|
+980
|
新
|
|
|
2020
|
North Star Asset Management
Neenah,
Wisconsin
|
US$21.8萬
|
-US$1,112
|
-5
|
-0.5%
|
|
|
2021
|
Empirical Asset Management
Wellesley,
Massachusetts
|
US$21.6萬
|
+US$2,002
|
+9
|
+0.9%
|
|
|
2022
|
Meadowbrook Advisors Group
Bedminster,
New Jersey
|
US$21.6萬
|
+US$21.5萬
|
+968
|
新
|
|
|
2023
|
Victory Financial Group
Austin,
Texas
|
US$21.5萬
|
+US$2.05萬
|
+92
|
+11%
|
|
|
2024
|
one8zero8 LLC
Greensboro,
North Carolina
|
US$21.4萬
|
–
|
–
|
–
|
|
|
2025
|
Elevatus Welath Management
Victor,
New York
|
US$21.4萬
|
+US$2,891
|
+13
|
+1%
|
|
