|
2001
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$153K
|
-$6.22K
|
-52
|
-4%
|
|
|
2002
|
Kings Point Capital Management
Great Neck,
New York
|
$153K
|
–
|
–
|
–
|
|
|
2003
|
Pin Oak Investment Advisors
Houston,
Texas
|
$153K
|
–
|
–
|
–
|
|
|
2004
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$153K
|
+$88.3K
|
+738
|
+159%
|
|
|
2005
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$151K
|
+$1.44K
|
+12
|
+1%
|
|
|
2006
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$147K
|
-$62.1K
|
-519
|
-31%
|
|
|
2007
|
Vestor Capital
Chicago,
Illinois
|
$133K
|
-$133K
|
-1,114
|
-52%
|
|
|
2008
|
HC Financial Advisors
Lafayette,
California
|
$133K
|
–
|
–
|
–
|
|
|
2009
|
Professional Financial Advisors
North Platte,
Nebraska
|
$133K
|
–
|
–
|
–
|
|
|
2010
|
Elmwood Wealth Management
Berkeley,
California
|
$132K
|
+$124K
|
+1,039
|
New
|
|
|
2011
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$131K
|
-$25K
|
-209
|
-17%
|
|
|
2012
|
Invenomic Capital Management
Boston,
Massachusetts
|
$130K
|
-$14.2K
|
-119
|
-10%
|
|
|
2013
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$128K
|
–
|
–
|
–
|
|
|
2014
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$128K
|
+$120
|
+1
|
+0.1%
|
|
|
2015
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$127K
|
–
|
–
|
–
|
|
|
2016
|
Larson Financial Group
St Louis,
Missouri
|
$125K
|
+$120
|
+1
|
+0.1%
|
|
|
2017
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$124K
|
-$3.95K
|
-33
|
-3%
|
|
|
2018
|
Gemmer Asset Management
Walnut Creek,
California
|
$123K
|
-$335K
|
-2,801
|
-74%
|
|
|
2019
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$120K
|
+$113K
|
+941
|
New
|
|
|
2020
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$117K
|
-$7.58M
|
-63,344
|
-99%
|
|
|
2021
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$117K
|
+$32K
|
+267
|
+41%
|
|
|
2022
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$117K
|
+$110K
|
+917
|
New
|
|
|
2023
|
Garde Capital
Seattle,
Washington
|
$117K
|
+$110K
|
+919
|
New
|
|
|
2024
|
PrairieView Partners
St. Paul,
Minnesota
|
$115K
|
-$16.3K
|
-136
|
-13%
|
|
|
2025
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$115K
|
+$37.2K
|
+311
|
+53%
|
|
