|
2001
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$15K
|
–
|
–
|
–
|
|
|
2002
|
Ninety One (UK)
London,
United Kingdom
|
$15K
|
–
|
–
|
–
|
|
|
2003
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$14K
|
-$12.3K
|
-283
|
-49%
|
|
|
2004
|
Pin Oak Investment Advisors
Houston,
Texas
|
$14K
|
–
|
–
|
–
|
|
|
2005
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$14K
|
–
|
–
|
–
|
|
|
2006
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$14K
|
+$87
|
+2
|
+0.6%
|
|
|
2007
|
Seaview Investment Managers
Miami,
Florida
|
$13K
|
+$13.1K
|
+301
|
New
|
|
|
2008
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$12K
|
-$1.05M
|
-24,200
|
-99%
|
|
|
2009
|
MV Capital Management
Bethesda,
Maryland
|
$12K
|
–
|
–
|
–
|
|
|
2010
|
Steph & Co
Marinette,
Wisconsin
|
$11K
|
–
|
–
|
–
|
|
|
2011
|
TFO Wealth Partners
Maumee,
Ohio
|
$11K
|
+$9.96K
|
+229
|
New
|
|
|
2012
|
PrairieView Partners
St. Paul,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
2013
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
2014
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$10K
|
–
|
–
|
–
|
|
|
2015
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$9K
|
–
|
–
|
–
|
|
|
2016
|
Moser Wealth Advisors
Bellevue,
Washington
|
$9K
|
–
|
–
|
–
|
|
|
2017
|
Fusion Family Wealth
Woodbury,
New York
|
$8K
|
-$3.74K
|
-86
|
-34%
|
|
|
2018
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$7K
|
+$3.91K
|
+90
|
+129%
|
|
|
2019
|
Archer Investment Corporation
Carmel,
Indiana
|
$6.25K
|
–
|
–
|
–
|
|
|
2020
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$6.2K
|
–
|
–
|
–
|
|
|
2021
|
Bogart Wealth LLC
Mclean,
Virginia
|
$6K
|
-$12.3K
|
-284
|
-65%
|
|
|
2022
|
Larson Financial Group
St Louis,
Missouri
|
$6K
|
+$217
|
+5
|
+4%
|
|
|
2023
|
Provident Wealth Management
Brentwood,
Tennessee
|
$6K
|
+$5.22K
|
+120
|
New
|
|
|
2024
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$5K
|
-$7.17K
|
-165
|
-62%
|
|
|
2025
|
Horan Securities
Cincinnati,
United States
|
$5K
|
-$2.52K
|
-58
|
-33%
|
|
