|
2001
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$6.74K
|
–
|
–
|
–
|
|
|
2002
|
Flaharty Asset Management
Clearwater,
Florida
|
$6.5K
|
+$6.58K
|
+27
|
New
|
|
|
2003
|
Goodman Advisory Group
Needham,
Massachusetts
|
$6.01K
|
–
|
–
|
–
|
|
|
2004
|
Norwood Financial
Honesdale,
Pennsylvania
|
$6.01K
|
–
|
–
|
–
|
|
|
2005
|
Eukles Asset Management
Cincinnati,
Ohio
|
$5.53K
|
–
|
–
|
–
|
|
|
2006
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$5.29K
|
–
|
–
|
–
|
|
|
2007
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$5.05K
|
–
|
–
|
–
|
|
|
2008
|
Wolff Wiese Magana
Carslbad,
California
|
$4.33K
|
–
|
–
|
–
|
|
|
2009
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$3.61K
|
–
|
–
|
–
|
|
|
2010
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$3.61K
|
–
|
–
|
–
|
|
|
2011
|
Longfellow Investment Management
Boston,
Massachusetts
|
$3.37K
|
-$206K
|
-844
|
-98%
|
|
|
2012
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3.37K
|
+$1.95K
|
+8
|
+133%
|
|
|
2013
|
Magnolia Capital Management
Cold Spring,
New York
|
$3K
|
–
|
–
|
–
|
|
|
2014
|
Winch Advisory Services
Appleton,
Wisconsin
|
$3K
|
–
|
–
|
–
|
|
|
2015
|
Kessler Investment Group
Columbus,
Indiana
|
$2.65K
|
–
|
–
|
–
|
|
|
2016
|
Iron Horse Wealth Management
Johston,
Iowa
|
$1.93K
|
–
|
–
|
–
|
|
|
2017
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$1.93K
|
+$1.95K
|
+8
|
New
|
|
|
2018
|
Focused Wealth Management
Newburgh,
New York
|
$1.76K
|
–
|
–
|
–
|
|
|
2019
|
True Wealth Design
Akron,
Ohio
|
$1.69K
|
–
|
–
|
–
|
|
|
2020
|
Provence Wealth Management Group
Irvine,
California
|
$1.44K
|
-$284K
|
-1,166
|
-99%
|
|
|
2021
|
PSI Advisors
Tampa,
Florida
|
$1.44K
|
–
|
–
|
–
|
|
|
2022
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$722
|
–
|
–
|
–
|
|
|
2023
|
Rise Advisors
Rochester,
New York
|
$652
|
-$15.6K
|
-64
|
-96%
|
|
|
2024
|
DecisionPoint Financial
Mesa,
Arizona
|
$482
|
–
|
–
|
–
|
|
|
2025
|
Holocene Advisors
New York
|
–
|
-$180M
|
-818,448
|
Closed
|
|
