|
2001
|
WestHill Financial Advisors
San Rafael,
California
|
$261K
|
-$9.05K
|
-150
|
-3%
|
|
|
2002
|
Red Lighthouse Investment Management
New York
|
$261K
|
–
|
–
|
–
|
|
|
2003
|
Emergent Wealth Advisors
Williamsville,
New York
|
$261K
|
+$27.4K
|
+454
|
+12%
|
|
|
2004
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$261K
|
+$33.3K
|
+552
|
+15%
|
|
|
2005
|
Schroder Investment Management Group
London,
United Kingdom
|
$261K
|
+$68.5K
|
+1,136
|
+37%
|
|
|
2006
|
LJI Wealth Management
Indianapolis,
Indiana
|
$261K
|
+$543
|
+9
|
+0.2%
|
|
|
2007
|
Chris Bulman
Roseville,
California
|
$260K
|
–
|
–
|
–
|
|
|
2008
|
Hills Bank & Trust
North Liberty,
Iowa
|
$260K
|
–
|
–
|
–
|
|
|
2009
|
Private Client Services
Louisville,
Kentucky
|
$260K
|
+$19.5K
|
+324
|
+8%
|
|
|
2010
|
Penney Financial
Houston,
Texas
|
$260K
|
-$1.51K
|
-25
|
-0.6%
|
|
|
2011
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$259K
|
-$973K
|
-16,140
|
-80%
|
|
|
2012
|
Denver PWM
Denver,
Colorado
|
$258K
|
-$5.61K
|
-93
|
-2%
|
|
|
2013
|
Mengis Capital Management
Portland,
Oregon
|
$258K
|
-$422
|
-7
|
-0.2%
|
|
|
2014
|
Denver Wealth Management
Denver,
Colorado
|
$256K
|
+$905
|
+15
|
+0.4%
|
|
|
2015
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$256K
|
+$8.14K
|
+135
|
+3%
|
|
|
2016
|
TrueWealth Advisors
Birmingham,
Alabama
|
$256K
|
-$11.5K
|
-190
|
-4%
|
|
|
2017
|
Chilton Capital Management
Houston,
Texas
|
$256K
|
–
|
–
|
–
|
|
|
2018
|
Madden Securities
Dallas,
Texas
|
$254K
|
–
|
–
|
–
|
|
|
2019
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$252K
|
+$60
|
+1
|
+0%
|
|
|
2020
|
Wolverine Trading
Chicago,
Illinois
|
$251K
|
+$243K
|
+4,030
|
New
|
|
|
2021
|
Mainsail Asset Management
Birmingham,
Alabama
|
$249K
|
–
|
–
|
–
|
|
|
2022
|
Ceera Investments
Bellaire,
Texas
|
$248K
|
–
|
–
|
–
|
|
|
2023
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$247K
|
–
|
–
|
–
|
|
|
2024
|
Colonial River Investments
Midlothian,
Virginia
|
$247K
|
-$16.2K
|
-268
|
-6%
|
|
|
2025
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$247K
|
+$844
|
+14
|
+0.4%
|
|
