|
2001
|
Daiwa SB Investments
Tokyo,
Japan
|
$50K
|
+$34.8K
|
+288
|
+206%
|
|
|
2002
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$48K
|
–
|
–
|
–
|
|
|
2003
|
RPG Investment Advisory
Pleasanton,
California
|
$48K
|
+$45.5K
|
+376
|
+895%
|
|
|
2004
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$47K
|
-$394K
|
-3,256
|
-89%
|
|
|
2005
|
Kemnay Advisory Services
New York
|
$46K
|
–
|
–
|
–
|
|
|
2006
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$45K
|
–
|
–
|
–
|
|
|
2007
|
New Capital Management
Houston,
Texas
|
$43K
|
+$121
|
+1
|
+0.3%
|
|
|
2008
|
ETF Managers Group
Summit,
New Jersey
|
$43K
|
+$3.75K
|
+31
|
+9%
|
|
|
2009
|
Thompson Davis & Co
Richmond,
Virginia
|
$41K
|
-$746K
|
-6,173
|
-95%
|
|
|
2010
|
Capital Guardian Trust
Los Angeles,
California
|
$38K
|
-$282K
|
-2,330
|
-88%
|
|
|
2011
|
GS Investments
Minneapolis,
Minnesota
|
$37.5K
|
-$6.41K
|
-53
|
-14%
|
|
|
2012
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$36K
|
+$42.9K
|
+355
|
New
|
|
|
2013
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$35K
|
-$11K
|
-91
|
-23%
|
|
|
2014
|
Wealthcare Capital Management
Richmond,
Virginia
|
$34K
|
–
|
–
|
–
|
|
|
2015
|
Raffa Wealth Management
Washington,
District of Columbia
|
$33.4K
|
–
|
–
|
–
|
|
|
2016
|
Delphi Private Advisors
San Diego,
California
|
$29K
|
-$42.9K
|
-355
|
-59%
|
|
|
2017
|
Financial Engines Advisors
Santa Clara,
California
|
$29K
|
+$30.5K
|
+252
|
New
|
|
|
2018
|
SRH Advisors
Salina,
Kansas
|
$27K
|
–
|
–
|
–
|
|
|
2019
|
Winch Advisory Services
Appleton,
Wisconsin
|
$24K
|
-$828K
|
-6,846
|
-97%
|
|
|
2020
|
Watermark Asset Management
San Ramon,
California
|
$22K
|
-$3.63K
|
-30
|
-14%
|
|
|
2021
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$22K
|
-$2.9K
|
-24
|
-11%
|
|
|
2022
|
Somerset Trust
Somerset,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
2023
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$19K
|
+$8.34K
|
+69
|
+73%
|
|
|
2024
|
Florence Capital Advisors
New York
|
$17K
|
–
|
–
|
–
|
|
|
2025
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$17K
|
+$3.87K
|
+32
|
+27%
|
|
