|
2001
|
Financial Connections Group
Corte Madera,
California
|
$21K
|
–
|
–
|
–
|
|
|
2002
|
SRH Advisors
Salina,
Kansas
|
$20.2K
|
–
|
–
|
–
|
|
|
2003
|
Riverview Trust Company
Vancouver,
Washington
|
$20.2K
|
+$1.22K
|
+11
|
+7%
|
|
|
2004
|
Briaud Financial Planning
College Station,
Texas
|
$20K
|
–
|
–
|
–
|
|
|
2005
|
Cedar Wealth Management
Walnut Creek,
California
|
$19.5K
|
–
|
–
|
–
|
|
|
2006
|
Financial Perspectives
Minneapolis,
Minnesota
|
$19.4K
|
–
|
–
|
–
|
|
|
2007
|
American Capital Advisory
Ketchum,
Idaho
|
$19.1K
|
–
|
–
|
–
|
|
|
2008
|
Signature Resources Capital Management
Newport Beach,
California
|
$19.1K
|
–
|
–
|
–
|
|
|
2009
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$19K
|
–
|
–
|
–
|
|
|
2010
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$18.7K
|
+$9.68K
|
+87
|
+116%
|
|
|
2011
|
Avion Wealth
The Woodlands,
Texas
|
$18K
|
-$111
|
-1
|
-0.6%
|
|
|
2012
|
Dunhill Financial
London,
United Kingdom
|
$17.9K
|
+$9.02K
|
+81
|
+109%
|
|
|
2013
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$17.9K
|
–
|
–
|
–
|
|
|
2014
|
Millburn Ridgefield Corp
New York
|
$17.3K
|
-$1.89K
|
-17
|
-10%
|
|
|
2015
|
Richard W. Paul & Associates
Novi,
Michigan
|
$17.2K
|
-$10.5K
|
-94
|
-39%
|
|
|
2016
|
Ramirez Asset Management
New York
|
$16.6K
|
–
|
–
|
–
|
|
|
2017
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$16.3K
|
–
|
–
|
–
|
|
|
2018
|
Frazier Financial Advisors
Columbus,
Ohio
|
$15.8K
|
-$9.13K
|
-82
|
-37%
|
|
|
2019
|
Swan Capital
Pensacola,
Florida
|
$15.4K
|
–
|
–
|
–
|
|
|
2020
|
ESL Trust Services
Rochester,
New York
|
$15.1K
|
–
|
–
|
–
|
|
|
2021
|
Halpern Financial
Ashburn,
Virginia
|
$14.4K
|
–
|
–
|
–
|
|
|
2022
|
Raffa Wealth Management
Washington,
District of Columbia
|
$13.1K
|
-$114K
|
-1,021
|
-90%
|
|
|
2023
|
Cyrus J. Lawrence
New York
|
$13K
|
–
|
–
|
–
|
|
|
2024
|
Accordant Advisory Group
Annapolis,
Maryland
|
$12.9K
|
+$1.34K
|
+12
|
+12%
|
|
|
2025
|
Red Tortoise LLC
Atlanta,
Georgia
|
$12.6K
|
–
|
–
|
–
|
|
