|
2001
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
US$7,967
|
+US$8,577
|
+150
|
新
|
|
|
2002
|
Asset Dedication LLC
San Francisco,
California
|
US$7,653
|
-US$1,029
|
-18
|
-11%
|
|
|
2003
|
Eukles Asset Management
Cincinnati,
Ohio
|
US$7,648
|
-US$572
|
-10
|
-6%
|
|
|
2004
|
Orion Capital Management
Coronado,
California
|
US$7,382
|
+US$7,948
|
+139
|
新
|
|
|
2005
|
Kilter Group
Rhinebeck,
New York
|
US$7,330
|
–
|
–
|
–
|
|
|
2006
|
Arlington Trust
Birmingham,
Alabama
|
US$7,223
|
+US$7,776
|
+136
|
新
|
|
|
2007
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
US$7,207
|
+US$7,776
|
+136
|
新
|
|
|
2008
|
Bank & Trust Company
Litchfield,
Illinois
|
US$7,117
|
–
|
–
|
–
|
|
|
2009
|
Vision Retirement
Ridgewood,
New Jersey
|
US$7,010
|
-US$3,030
|
-53
|
-29%
|
|
|
2010
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
US$6,904
|
–
|
–
|
–
|
|
|
2011
|
Aspect Partners
Fairfax,
Virginia
|
US$6,705
|
+US$1,372
|
+24
|
+24%
|
|
|
2012
|
Fairway Wealth
Independence,
Ohio
|
US$6,373
|
+US$6,861
|
+120
|
新
|
|
|
2013
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
US$6,161
|
–
|
–
|
–
|
|
|
2014
|
Go Invest LLC
West Jordan,
Utah
|
US$6,115
|
+US$2,401
|
+42
|
+58%
|
|
|
2015
|
GHP Investment Advisors
Denver,
Colorado
|
US$5,843
|
–
|
–
|
–
|
|
|
2016
|
First Pacific Financial
Vancouver,
Washington
|
US$5,683
|
+US$5,546
|
+97
|
+970%
|
|
|
2017
|
American Capital Advisory
Ketchum,
Idaho
|
US$5,630
|
–
|
–
|
–
|
|
|
2018
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
US$5,311
|
-US$6.4萬
|
-1,120
|
-92%
|
|
|
2019
|
Abound Financial
Granite Bay,
California
|
US$5,099
|
–
|
–
|
–
|
|
|
2020
|
Swan Capital
Pensacola,
Florida
|
US$5,099
|
–
|
–
|
–
|
|
|
2021
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$4,814
|
-US$128萬
|
-22,397
|
-100%
|
|
|
2022
|
|
US$4,744
|
+US$2,058
|
+36
|
+68%
|
|
|
2023
|
Mosley Wealth Management
Anaheim,
California
|
US$4,532
|
+US$4,860
|
+85
|
新
|
|
|
2024
|
Financial Management Professionals
Austin,
Texas
|
US$4,461
|
–
|
–
|
–
|
|
|
2025
|
Miller Global Investments
Dallas,
Texas
|
US$4,408
|
+US$4,746
|
+83
|
新
|
|
