|
2001
|
Financial Connections Group
Corte Madera,
California
|
$24K
|
+$100
|
+4
|
+0.4%
|
|
|
2002
|
Islay Capital Management
Lubbock,
Texas
|
$23.5K
|
–
|
–
|
–
|
|
|
2003
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$22.5K
|
+$2.57K
|
+103
|
+12%
|
|
|
2004
|
Private Wealth Management Group
Princeton,
New Jersey
|
$22.4K
|
-$12.9K
|
-516
|
-35%
|
|
|
2005
|
HBC Financial Services
Seattle,
Washington
|
$22K
|
-$13K
|
-522
|
-34%
|
|
|
2006
|
Richardson Financial Services
Medway,
Massachusetts
|
$21.8K
|
+$9.99K
|
+400
|
+100%
|
|
|
2007
|
Financial Network Wealth Advisors
Murray,
Utah
|
$21.6K
|
+$1.72K
|
+69
|
+8%
|
|
|
2008
|
LGT Financial Advisors
Dallas,
Texas
|
$21.5K
|
+$125
|
+5
|
+0.5%
|
|
|
2009
|
Winch Advisory Services
Appleton,
Wisconsin
|
$21.5K
|
+$6.52K
|
+261
|
+40%
|
|
|
2010
|
|
$21.4K
|
+$22.8K
|
+913
|
New
|
|
|
2011
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$21.1K
|
-$33.4K
|
-1,338
|
-60%
|
|
|
2012
|
Park Circle Company
Baltimore,
Maryland
|
$21.1K
|
–
|
–
|
–
|
|
|
2013
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$20.8K
|
+$2.17K
|
+87
|
+11%
|
|
|
2014
|
Compass Wealth Management
Guilford,
Connecticut
|
$20.2K
|
-$638K
|
-25,549
|
-97%
|
|
|
2015
|
PrairieView Partners
St. Paul,
Minnesota
|
$20K
|
+$7.24K
|
+290
|
+48%
|
|
|
2016
|
Abound Wealth Management
Franklin,
Tennessee
|
$19.1K
|
-$13.6K
|
-543
|
-40%
|
|
|
2017
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$19.1K
|
-$499
|
-20
|
-2%
|
|
|
2018
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$19K
|
-$949
|
-38
|
-62%
|
|
|
2019
|
Creative Capital Management Investments
San Diego,
California
|
$18K
|
-$10.5K
|
-421
|
-35%
|
|
|
2020
|
Kimelman & Baird
New York
|
$18K
|
–
|
–
|
–
|
|
|
2021
|
Bare Financial Services
Gap,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
2022
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
$17.7K
|
–
|
–
|
–
|
|
|
2023
|
McIlrath & Eck
Arlington,
Washington
|
$16.6K
|
-$358K
|
-14,344
|
-95%
|
|
|
2024
|
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
$16.4K
|
–
|
–
|
–
|
|
|
2025
|
Standard Family Office
Sioux Falls,
South Dakota
|
$16.3K
|
–
|
–
|
–
|
|
