|
2001
|
Country Trust Bank
Bloomington,
Illinois
|
$50K
|
-$2.65K
|
-15
|
-5%
|
|
|
2002
|
Estate Counselors
Thiensville,
Wisconsin
|
$50K
|
–
|
–
|
–
|
|
|
2003
|
Founders Capital Management (Texas)
Houston,
Texas
|
$50K
|
–
|
–
|
–
|
|
|
2004
|
Better Money Decisions
Santa Fe,
New Mexico
|
$47K
|
+$50.5K
|
+286
|
New
|
|
|
2005
|
FNY Investment Advisers
New York
|
$45K
|
-$124K
|
-704
|
-72%
|
|
|
2006
|
Destiny Wealth Partners
Tavares,
Florida
|
$45K
|
-$38K
|
-215
|
-44%
|
|
|
2007
|
Perkins Coie Trust Company
Seattle,
Washington
|
$45K
|
-$4.24K
|
-24
|
-8%
|
|
|
2008
|
Retirement Group
San Diego,
California
|
$45K
|
+$16.3K
|
+92
|
+51%
|
|
|
2009
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$43K
|
-$18.2K
|
-103
|
-28%
|
|
|
2010
|
Hartford Financial Management
Hartford,
Connecticut
|
$43K
|
–
|
–
|
–
|
|
|
2011
|
Rise Advisors
Rochester,
New York
|
$43K
|
–
|
–
|
–
|
|
|
2012
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$43K
|
–
|
–
|
–
|
|
|
2013
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$43K
|
–
|
–
|
–
|
|
|
2014
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$42K
|
–
|
–
|
–
|
|
|
2015
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$41K
|
-$8.84K
|
-50
|
-17%
|
|
|
2016
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$41K
|
–
|
–
|
–
|
|
|
2017
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$41K
|
+$8.84K
|
+50
|
+25%
|
|
|
2018
|
Hoey Investments
Coatesville,
Pennsylvania
|
$41K
|
+$44.2K
|
+250
|
New
|
|
|
2019
|
Addison Advisors
Middlebury,
Vermont
|
$40K
|
-$62.2K
|
-352
|
-59%
|
|
|
2020
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$40K
|
–
|
–
|
–
|
|
|
2021
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$40K
|
+$3.18K
|
+18
|
+8%
|
|
|
2022
|
HBC Financial Services
Seattle,
Washington
|
$39K
|
+$30.9K
|
+175
|
+350%
|
|
|
2023
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$37K
|
-$1.24K
|
-7
|
-3%
|
|
|
2024
|
Siena Capital
Cincinnati,
Ohio
|
$35K
|
–
|
–
|
–
|
|
|
2025
|
|
$33K
|
-$27.4K
|
-155
|
-44%
|
|
