|
2001
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$47.6K
|
+$40.9K
|
+250
|
New
|
|
|
2002
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$47.6K
|
–
|
–
|
–
|
|
|
2003
|
Rational Advisors
Huntington,
New York
|
$47.1K
|
+$1.15K
|
+7
|
+3%
|
|
|
2004
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$46.6K
|
+$36.8K
|
+225
|
New
|
|
|
2005
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$46.1K
|
+$39.3K
|
+240
|
+12,000%
|
|
|
2006
|
CTC (Chicago Trading Company)
Chicago,
Illinois
|
$45.5K
|
-$9K
|
-55
|
-19%
|
|
|
2007
|
Arax Advisory Partners
Denver,
Colorado
|
$44.9K
|
-$6.71K
|
-41
|
-15%
|
|
|
2008
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$44.4K
|
-$966K
|
-5,907
|
-96%
|
|
|
2009
|
Canton Hathaway
Providence,
Rhode Island
|
$44K
|
–
|
–
|
–
|
|
|
2010
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$43.6K
|
-$327
|
-2
|
-0.9%
|
|
|
2011
|
Win Advisors
Palm Beach Gardens,
Florida
|
$43.2K
|
+$37.1K
|
+227
|
New
|
|
|
2012
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$42.9K
|
–
|
–
|
–
|
|
|
2013
|
Worth Asset Management
Dallas,
Texas
|
$42.9K
|
+$36.8K
|
+225
|
New
|
|
|
2014
|
Country Trust Bank
Bloomington,
Illinois
|
$41.1K
|
-$85.9K
|
-525
|
-71%
|
|
|
2015
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$41K
|
+$35.2K
|
+215
|
New
|
|
|
2016
|
|
$41K
|
-$3.58M
|
-21,859
|
-99%
|
|
|
2017
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$40.8K
|
-$12.3K
|
-75
|
-26%
|
|
|
2018
|
Banco de Sabadell
Miami,
Florida
|
$40K
|
–
|
–
|
–
|
|
|
2019
|
Investors Research Corp
Atlanta,
Georgia
|
$39.6K
|
–
|
–
|
–
|
|
|
2020
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$39.6K
|
+$1.31K
|
+8
|
+4%
|
|
|
2021
|
Baker Avenue Asset Management
San Francisco,
California
|
$39.5K
|
+$33.9K
|
+207
|
New
|
|
|
2022
|
West Paces Advisors
Atlanta,
Georgia
|
$39K
|
–
|
–
|
–
|
|
|
2023
|
Iron Horse Wealth Management
Johston,
Iowa
|
$39K
|
+$17.3K
|
+106
|
+108%
|
|
|
2024
|
Annapolis Financial Services
Annapolis,
Maryland
|
$38.3K
|
–
|
–
|
–
|
|
|
2025
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$38.1K
|
–
|
–
|
–
|
|
