|
2001
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$42K
|
+$10.7K
|
+39
|
+38%
|
|
|
2002
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$39.8K
|
+$37.5K
|
+136
|
New
|
|
|
2003
|
McDonald Partners
Cleveland,
Ohio
|
$39.8K
|
+$37.5K
|
+136
|
New
|
|
|
2004
|
Alaethes Wealth
Glenbrook,
Nevada
|
$39K
|
–
|
–
|
–
|
|
|
2005
|
Disciplined Investments
Tulsa,
Oklahoma
|
$39K
|
+$37.2K
|
+135
|
New
|
|
|
2006
|
Accel Wealth Management
Waverly,
Iowa
|
$38K
|
–
|
–
|
–
|
|
|
2007
|
Old North State Trust
Greensboro,
North Carolina
|
$38K
|
+$6.61K
|
+24
|
+22%
|
|
|
2008
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$38K
|
+$6.61K
|
+24
|
+22%
|
|
|
2009
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$36K
|
–
|
–
|
–
|
|
|
2010
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$34K
|
+$1.1K
|
+4
|
+4%
|
|
|
2011
|
Hudock Inc
Williamsport,
Pennsylvania
|
$33K
|
-$5.78K
|
-21
|
-16%
|
|
|
2012
|
Evolution Advisers
Richmond,
Virginia
|
$32K
|
+$31.1K
|
+113
|
New
|
|
|
2013
|
Investmark Advisory Group
Shelton,
Connecticut
|
$32K
|
+$31.1K
|
+113
|
New
|
|
|
2014
|
Lee Financial
Dallas,
Texas
|
$30K
|
+$28.4K
|
+103
|
New
|
|
|
2015
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
$29K
|
+$27.3K
|
+99
|
New
|
|
|
2016
|
Howe & Rusling
Rochester,
New York
|
$28K
|
–
|
–
|
–
|
|
|
2017
|
Red Cedar Capital
Omaha,
Nebraska
|
$28K
|
–
|
–
|
–
|
|
|
2018
|
Maryland Capital Advisors
Chester,
Maryland
|
$28K
|
+$26.4K
|
+96
|
New
|
|
|
2019
|
Regency Capital Management
Honolulu,
Hawaii
|
$26K
|
-$97.5K
|
-354
|
-80%
|
|
|
2020
|
Ranger Investment Management
Dallas,
Texas
|
$26K
|
–
|
–
|
–
|
|
|
2021
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$26K
|
–
|
–
|
–
|
|
|
2022
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$24K
|
–
|
–
|
–
|
|
|
2023
|
Sittner & Nelson
Eugene,
Oregon
|
$24K
|
–
|
–
|
–
|
|
|
2024
|
Raffa Wealth Management
Washington,
District of Columbia
|
$23.4K
|
–
|
–
|
–
|
|
|
2025
|
Laurel Wealth Planning
Edina,
Minnesota
|
$23K
|
–
|
–
|
–
|
|
