|
2001
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$86K
|
+$2.02K
|
+19
|
+2%
|
|
|
2002
|
Vigilant Capital Management
Portland,
Maine
|
$85K
|
-$69.5K
|
-654
|
-44%
|
|
|
2003
|
Harvest Fund Management
Beijing,
China
|
$85K
|
–
|
–
|
–
|
|
|
2004
|
Arax Advisory Partners
Denver,
Colorado
|
$85K
|
+$63K
|
+593
|
+226%
|
|
|
2005
|
Regal Wealth Group
Seal Beach,
California
|
$83K
|
+$531
|
+5
|
+0.6%
|
|
|
2006
|
Raffa Wealth Management
Washington,
District of Columbia
|
$82.2K
|
+$13.2K
|
+124
|
+18%
|
|
|
2007
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$80K
|
–
|
–
|
–
|
|
|
2008
|
Catamount Wealth Management
Westport,
Connecticut
|
$77K
|
–
|
–
|
–
|
|
|
2009
|
D. Scott Neal
Lexington,
Kentucky
|
$76K
|
+$106
|
+1
|
+0.1%
|
|
|
2010
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$75K
|
+$4.78K
|
+45
|
+6%
|
|
|
2011
|
Barnett & Company
Chattanooga,
Tennessee
|
$68K
|
+$4.04K
|
+38
|
+6%
|
|
|
2012
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$66K
|
+$21.6K
|
+203
|
+45%
|
|
|
2013
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$64K
|
-$9.35K
|
-88
|
-12%
|
|
|
2014
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$64K
|
–
|
–
|
–
|
|
|
2015
|
G&S Capital
Denver,
Colorado
|
$63K
|
–
|
–
|
–
|
|
|
2016
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$62K
|
+$22.8K
|
+215
|
+53%
|
|
|
2017
|
ETF Managers Group
Summit,
New Jersey
|
$61K
|
+$8.08K
|
+76
|
+14%
|
|
|
2018
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$59.8K
|
+$21.8K
|
+205
|
+53%
|
|
|
2019
|
Centerpoint Advisors
Needham,
Massachusetts
|
$59K
|
+$61K
|
+574
|
+6,378%
|
|
|
2020
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$56K
|
–
|
–
|
–
|
|
|
2021
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$55K
|
–
|
–
|
–
|
|
|
2022
|
Trust Company
Manhattan,
Kansas
|
$54K
|
-$7.12K
|
-67
|
-11%
|
|
|
2023
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$54K
|
–
|
–
|
–
|
|
|
2024
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$54K
|
–
|
–
|
–
|
|
|
2025
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$52K
|
–
|
–
|
–
|
|
