|
2001
|
|
$23K
|
+$22.9K
|
+280
|
New
|
|
|
2002
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$22K
|
+$22.5K
|
+275
|
New
|
|
|
2003
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$21K
|
+$327
|
+4
|
+2%
|
|
|
2004
|
HWG Holdings
Houston,
Texas
|
$20K
|
–
|
–
|
–
|
|
|
2005
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
2006
|
Ironwood Financial
Tucson,
Arizona
|
$17K
|
–
|
–
|
–
|
|
|
2007
|
Smart Portfolios LLC
Seattle,
Washington
|
$16K
|
–
|
–
|
–
|
|
|
2008
|
C-J Advisory
San Jose,
California
|
$16K
|
+$16.4K
|
+200
|
New
|
|
|
2009
|
Little House Capital
Braintree,
Massachusetts
|
$16K
|
+$16.4K
|
+200
|
New
|
|
|
2010
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$15K
|
-$4.17K
|
-51
|
-20%
|
|
|
2011
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$15K
|
–
|
–
|
–
|
|
|
2012
|
1 North Wealth Services
Annapolis,
Maryland
|
$14K
|
–
|
–
|
–
|
|
|
2013
|
Israel Discount Bank of New York
New York
|
$13K
|
–
|
–
|
–
|
|
|
2014
|
LifePlan Financial Group
Dayton,
Ohio
|
$13K
|
–
|
–
|
–
|
|
|
2015
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$13K
|
–
|
–
|
–
|
|
|
2016
|
Raffa Wealth Management
Washington,
District of Columbia
|
$12.3K
|
–
|
–
|
–
|
|
|
2017
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$12K
|
–
|
–
|
–
|
|
|
2018
|
James Investment Research
Alpha,
Ohio
|
$11K
|
-$1.01M
|
-12,377
|
-99%
|
|
|
2019
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$10K
|
+$9.9K
|
+121
|
New
|
|
|
2020
|
Canton Hathaway
Providence,
Rhode Island
|
$10K
|
+$10.6K
|
+130
|
New
|
|
|
2021
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$8.06K
|
–
|
–
|
–
|
|
|
2022
|
Fusion Family Wealth
Woodbury,
New York
|
$8K
|
-$8.75K
|
-107
|
-51%
|
|
|
2023
|
Barnett & Company
Chattanooga,
Tennessee
|
$8K
|
+$8.18K
|
+100
|
New
|
|
|
2024
|
Lenox Wealth Advisors
New York
|
$6K
|
-$8.67K
|
-106
|
-59%
|
|
|
2025
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$6K
|
-$1.8K
|
-22
|
-22%
|
|
