|
2001
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$13K
|
+$13.9K
|
+60
|
New
|
|
|
2002
|
Raffa Wealth Management
Washington,
District of Columbia
|
$12.8K
|
–
|
–
|
–
|
|
|
2003
|
|
$12K
|
-$17.8K
|
-77
|
-57%
|
|
|
2004
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$12K
|
+$12.7K
|
+55
|
+2,750%
|
|
|
2005
|
Kelly Financial Services
Braintree,
Massachusetts
|
$11.5K
|
–
|
–
|
–
|
|
|
2006
|
Lenox Wealth Advisors
New York
|
$11K
|
+$231
|
+1
|
+2%
|
|
|
2007
|
Kessler Investment Group
Columbus,
Indiana
|
$11K
|
+$9.93K
|
+43
|
+614%
|
|
|
2008
|
Clearview Wealth Advisors
Salem,
Oregon
|
$11K
|
+$11.5K
|
+50
|
New
|
|
|
2009
|
Meridiem Investment Management
London,
United Kingdom
|
$9K
|
–
|
–
|
–
|
|
|
2010
|
TD Capital Management
Memphis,
Tennessee
|
$9K
|
+$5.77K
|
+25
|
+167%
|
|
|
2011
|
Altshuler Shaham
Tel Aviv,
Israel
|
$7K
|
-$231
|
-1
|
-3%
|
|
|
2012
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
2013
|
Ironwood Financial
Tucson,
Arizona
|
$7K
|
–
|
–
|
–
|
|
|
2014
|
Macroview Investment Management
Bethesda,
Maryland
|
$7K
|
–
|
–
|
–
|
|
|
2015
|
Better Money Decisions
Santa Fe,
New Mexico
|
$5K
|
–
|
–
|
–
|
|
|
2016
|
TFC Financial Management
Boston,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
2017
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$4K
|
-$245M
|
-1,062,880
|
-100%
|
|
|
2018
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$4K
|
-$462
|
-2
|
-9%
|
|
|
2019
|
HWG Holdings
Houston,
Texas
|
$3K
|
-$1.39M
|
-6,004
|
-100%
|
|
|
2020
|
ClariVest Asset Management
San Diego,
California
|
$3K
|
-$231
|
-1
|
-7%
|
|
|
2021
|
Rockbridge Investment Management
Syracuse,
New York
|
$3K
|
-$231
|
-1
|
-7%
|
|
|
2022
|
First National Bank of South Miami
South Miami,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
2023
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
2024
|
Perkins Coie Trust Company
Seattle,
Washington
|
$2K
|
–
|
–
|
–
|
|
|
2025
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$1.09K
|
+$1.16K
|
+5
|
New
|
|
