|
2001
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$70K
|
–
|
–
|
–
|
|
|
2002
|
Blume Capital Management
Berkeley,
California
|
$69K
|
–
|
–
|
–
|
|
|
2003
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$69K
|
–
|
–
|
–
|
|
|
2004
|
Northwest Wealth Management
Spencer,
Iowa
|
$66K
|
–
|
–
|
–
|
|
|
2005
|
Cordasco Financial Network
Naples,
Florida
|
$65K
|
-$193K
|
-2,200
|
-76%
|
|
|
2006
|
EARNEST Partners
Atlanta,
Georgia
|
$65K
|
-$5.28K
|
-60
|
-8%
|
|
|
2007
|
Tortoise Investment Management
White Plains,
New York
|
$65K
|
+$17.6K
|
+200
|
+40%
|
|
|
2008
|
INR Advisory Services
Media,
Pennsylvania
|
$64K
|
–
|
–
|
–
|
|
|
2009
|
Simon Quick Advisors
Morristown,
New Jersey
|
$64K
|
+$60.9K
|
+693
|
New
|
|
|
2010
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$62K
|
+$59.4K
|
+675
|
New
|
|
|
2011
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$60K
|
–
|
–
|
–
|
|
|
2012
|
Financial Management Professionals
Austin,
Texas
|
$60K
|
–
|
–
|
–
|
|
|
2013
|
PRW Wealth Management
Quincy,
Massachusetts
|
$55K
|
+$52.6K
|
+598
|
New
|
|
|
2014
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$55K
|
+$52.8K
|
+600
|
New
|
|
|
2015
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$46K
|
–
|
–
|
–
|
|
|
2016
|
MayTech Global Investments
New York
|
$45K
|
–
|
–
|
–
|
|
|
2017
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$45K
|
+$9.67K
|
+110
|
+29%
|
|
|
2018
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$45K
|
+$42.7K
|
+485
|
New
|
|
|
2019
|
Texas Children's
Houston,
Texas
|
$44K
|
+$41.9K
|
+476
|
New
|
|
|
2020
|
WealthOne
Albany,
New York
|
$41K
|
+$39.9K
|
+454
|
New
|
|
|
2021
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$40K
|
-$1.41K
|
-16
|
-4%
|
|
|
2022
|
Strategic Wealth Partners
Independence,
Ohio
|
$38K
|
-$41.1K
|
-467
|
-52%
|
|
|
2023
|
MV Capital Management
Bethesda,
Maryland
|
$38K
|
+$5.72K
|
+65
|
+19%
|
|
|
2024
|
Salomon & Ludwin
Richmond,
Virginia
|
$38K
|
+$36.7K
|
+417
|
New
|
|
|
2025
|
Larson Financial Group
St Louis,
Missouri
|
$37K
|
+$34.9K
|
+397
|
New
|
|
