|
2001
|
Islay Capital Management
Lubbock,
Texas
|
$28K
|
+$27.8K
|
+625
|
New
|
|
|
2002
|
First Personal Financial Services
Charlotte,
North Carolina
|
$27K
|
-$33.3K
|
-747
|
-56%
|
|
|
2003
|
Lee Financial
Dallas,
Texas
|
$27K
|
–
|
–
|
–
|
|
|
2004
|
AIA Investment Management
Singapore
|
$25K
|
-$257K
|
-5,784
|
-91%
|
|
|
2005
|
CenterStar Asset Management
Chicago,
Illinois
|
$25K
|
–
|
–
|
–
|
|
|
2006
|
MCF Advisors
Covington,
Kentucky
|
$25K
|
–
|
–
|
–
|
|
|
2007
|
Wealthcare Capital Management
Richmond,
Virginia
|
$25K
|
+$14.7K
|
+331
|
+148%
|
|
|
2008
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$24K
|
–
|
–
|
–
|
|
|
2009
|
Holloway Wealth Management
Gainesville,
Florida
|
$23K
|
–
|
–
|
–
|
|
|
2010
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$23K
|
+$1.87K
|
+42
|
+9%
|
|
|
2011
|
Regal Wealth Group
Seal Beach,
California
|
$22K
|
+$12.8K
|
+287
|
+138%
|
|
|
2012
|
TFO Wealth Partners
Maumee,
Ohio
|
$22K
|
+$22.3K
|
+500
|
New
|
|
|
2013
|
Bogart Wealth LLC
Mclean,
Virginia
|
$21K
|
+$4.05K
|
+91
|
+25%
|
|
|
2014
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$20K
|
–
|
–
|
–
|
|
|
2015
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$20K
|
–
|
–
|
–
|
|
|
2016
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$18K
|
–
|
–
|
–
|
|
|
2017
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$17K
|
+$45
|
+1
|
+0.3%
|
|
|
2018
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$16.8K
|
–
|
–
|
–
|
|
|
2019
|
Enterprise Trust & Investment
Los Gatos,
California
|
$16K
|
–
|
–
|
–
|
|
|
2020
|
Legacy Bridge
West Des Moines,
Iowa
|
$16K
|
–
|
–
|
–
|
|
|
2021
|
Larson Financial Group
St Louis,
Missouri
|
$15K
|
+$401
|
+9
|
+3%
|
|
|
2022
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$14K
|
+$13.6K
|
+306
|
New
|
|
|
2023
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$14K
|
+$13.8K
|
+310
|
New
|
|
|
2024
|
Johanson Financial Advisors
Campbell,
California
|
$13.8K
|
+$13.6K
|
+306
|
New
|
|
|
2025
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$13K
|
–
|
–
|
–
|
|
