|
2001
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$29K
|
+$28.7K
|
+85
|
New
|
|
|
2002
|
Financial Connections Group
Corte Madera,
California
|
$28K
|
–
|
–
|
–
|
|
|
2003
|
Gradient Investments
Arden Hills,
Minnesota
|
$26K
|
-$67.5K
|
-200
|
-72%
|
|
|
2004
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$26K
|
–
|
–
|
–
|
|
|
2005
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$26K
|
–
|
–
|
–
|
|
|
2006
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$26K
|
+$25.6K
|
+76
|
New
|
|
|
2007
|
Tacita Capital
Toronto,
Ontario, Canada
|
$25K
|
–
|
–
|
–
|
|
|
2008
|
Clean Yield Group
Norwich,
Vermont
|
$24K
|
-$47.6K
|
-141
|
-66%
|
|
|
2009
|
Cribstone Capital Management
Augusta,
Maine
|
$24K
|
–
|
–
|
–
|
|
|
2010
|
First Command Bank
Fort Worth,
Texas
|
$24K
|
–
|
–
|
–
|
|
|
2011
|
First Command Financial Services
Fort Worth,
Texas
|
$24K
|
–
|
–
|
–
|
|
|
2012
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$23.3K
|
–
|
–
|
–
|
|
|
2013
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$23K
|
–
|
–
|
–
|
|
|
2014
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$23K
|
–
|
–
|
–
|
|
|
2015
|
Schubert & Co
Mckinney,
Texas
|
$23K
|
+$8.77K
|
+26
|
+63%
|
|
|
2016
|
Cordant Inc
Portland,
Oregon
|
$22K
|
+$21.9K
|
+65
|
New
|
|
|
2017
|
Sierra Capital
Miami,
Florida
|
$21K
|
+$2.02K
|
+6
|
+11%
|
|
|
2018
|
Fortis Advisors
Wayne,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
2019
|
Global Financial Private Client
Sarasota,
Florida
|
$18.4K
|
–
|
–
|
–
|
|
|
2020
|
Delos Wealth Advisors
Dallas,
Texas
|
$18K
|
-$13.5K
|
-40
|
-43%
|
|
|
2021
|
Cordasco Financial Network
Naples,
Florida
|
$18K
|
–
|
–
|
–
|
|
|
2022
|
Sittner & Nelson
Eugene,
Oregon
|
$18K
|
–
|
–
|
–
|
|
|
2023
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$18K
|
+$337
|
+1
|
+2%
|
|
|
2024
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$17K
|
-$8.43K
|
-25
|
-33%
|
|
|
2025
|
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
$16K
|
–
|
–
|
–
|
|
