|
2001
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$18.9K
|
-$956
|
-5
|
-5%
|
|
|
2002
|
Gables Capital Management
Miami,
Florida
|
$18.1K
|
–
|
–
|
–
|
|
|
2003
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$17.9K
|
+$6.7K
|
+35
|
+65%
|
|
|
2004
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$16.3K
|
–
|
–
|
–
|
|
|
2005
|
Miller Global Investments
Dallas,
Texas
|
$15.8K
|
–
|
–
|
–
|
|
|
2006
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
$15.2K
|
–
|
–
|
–
|
|
|
2007
|
TFC Financial Management
Boston,
Massachusetts
|
$15.2K
|
+$1.91K
|
+10
|
+15%
|
|
|
2008
|
GS Investments
Minneapolis,
Minnesota
|
$15K
|
–
|
–
|
–
|
|
|
2009
|
Sawyer Falduto Asset Management
Elmhurst,
Illinois
|
$15K
|
–
|
–
|
–
|
|
|
2010
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$15K
|
+$4.97K
|
+26
|
+53%
|
|
|
2011
|
DecisionPoint Financial
Mesa,
Arizona
|
$14.7K
|
+$765
|
+4
|
+6%
|
|
|
2012
|
JDM Financial Group
Austin,
Texas
|
$14.4K
|
–
|
–
|
–
|
|
|
2013
|
Nvest Wealth Strategies
Powell,
Ohio
|
$14.2K
|
–
|
–
|
–
|
|
|
2014
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$14.2K
|
+$13.6K
|
+71
|
New
|
|
|
2015
|
Triumph Capital Management
Denver,
Colorado
|
$14K
|
–
|
–
|
–
|
|
|
2016
|
Centerpoint Advisors
Needham,
Massachusetts
|
$14K
|
-$47.2K
|
-247
|
-77%
|
|
|
2017
|
Clark Wealth Partners
O'fallon,
Illinois
|
$13.9K
|
+$1.53K
|
+8
|
+13%
|
|
|
2018
|
YANKCOM Partnership
Yankton,
South Dakota
|
$13.4K
|
-$4.59K
|
-24
|
-26%
|
|
|
2019
|
Godfrey Financial Associates
Glenmont,
New York
|
$13.1K
|
–
|
–
|
–
|
|
|
2020
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$12.8K
|
–
|
–
|
–
|
|
|
2021
|
IMG Wealth Management
Jacksonville,
Florida
|
$12.6K
|
-$5.36K
|
-28
|
-31%
|
|
|
2022
|
E Fund Management (HK)
Central,
Hong Kong
|
$12.2K
|
–
|
–
|
–
|
|
|
2023
|
Torren Management
San Diego,
California
|
$12.2K
|
–
|
–
|
–
|
|
|
2024
|
Financial Gravity Companies
Lakeway,
Texas
|
$12.2K
|
+$11.7K
|
+61
|
New
|
|
|
2025
|
Lodestone Wealth Management
Spokane,
Washington
|
$12.2K
|
–
|
–
|
–
|
|
