|
2001
|
Operose Advisors
Milwaukee,
Wisconsin
|
$27K
|
–
|
–
|
–
|
|
|
2002
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$26K
|
-$45.1K
|
-1,205
|
Closed
|
|
|
2003
|
Financial Management Professionals
Austin,
Texas
|
$26K
|
-$6.36K
|
-170
|
-16%
|
|
|
2004
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$26K
|
+$33.2K
|
+888
|
New
|
|
|
2005
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$25K
|
-$1.94M
|
-51,830
|
-98%
|
|
|
2006
|
|
$25K
|
-$29.1K
|
-779
|
-48%
|
|
|
2007
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$25K
|
+$10.1K
|
+271
|
+46%
|
|
|
2008
|
Disciplined Investments
Tulsa,
Oklahoma
|
$24K
|
-$8.86K
|
-237
|
-22%
|
|
|
2009
|
State of Wyoming
Cheyenne,
Wyoming
|
$24K
|
+$23.2K
|
+621
|
+293%
|
|
|
2010
|
Osterweis Capital Management
San Francisco,
California
|
$24K
|
+$30.8K
|
+823
|
New
|
|
|
2011
|
Country Trust Bank
Bloomington,
Illinois
|
$22K
|
-$32.1K
|
-859
|
-53%
|
|
|
2012
|
Pin Oak Investment Advisors
Houston,
Texas
|
$22K
|
–
|
–
|
–
|
|
|
2013
|
Bray Capital Advisors
Naples,
Florida
|
$21K
|
–
|
–
|
–
|
|
|
2014
|
SJS Investment Consulting
Sylvania,
Ohio
|
$20K
|
+$26.1K
|
+699
|
New
|
|
|
2015
|
Bell Investment Advisors
Oakland,
California
|
$19K
|
-$22.8K
|
-609
|
-49%
|
|
|
2016
|
First Personal Financial Services
Charlotte,
North Carolina
|
$19K
|
–
|
–
|
–
|
|
|
2017
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$19K
|
–
|
–
|
–
|
|
|
2018
|
Parallax Volatility Advisers
San Francisco,
California
|
$19K
|
+$24.7K
|
+660
|
New
|
|
|
2019
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$18K
|
+$13.5K
|
+362
|
+149%
|
|
|
2020
|
Cribstone Capital Management
Augusta,
Maine
|
$17K
|
-$785
|
-21
|
-4%
|
|
|
2021
|
Destiny Wealth Partners
Tavares,
Florida
|
$16K
|
-$22.5K
|
-602
|
-53%
|
|
|
2022
|
HBC Financial Services
Seattle,
Washington
|
$16K
|
+$37
|
+1
|
+0.2%
|
|
|
2023
|
Accel Wealth Management
Waverly,
Iowa
|
$16K
|
+$748
|
+20
|
+4%
|
|
|
2024
|
Abound Wealth Management
Franklin,
Tennessee
|
$14.4K
|
+$18.4K
|
+491
|
New
|
|
|
2025
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$14K
|
–
|
–
|
–
|
|
