|
2001
|
Abound Wealth Management
Franklin,
Tennessee
|
$196K
|
-$17.7K
|
-35
|
-8%
|
|
|
2002
|
Darwin Wealth Management
Tampa,
Florida
|
$194K
|
+$24.3K
|
+48
|
+13%
|
|
|
2003
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$194K
|
+$213K
|
+421
|
New
|
|
|
2004
|
Hendershot Investments
Centreville,
Virginia
|
$193K
|
–
|
–
|
–
|
|
|
2005
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$186K
|
–
|
–
|
–
|
|
|
2006
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$186K
|
–
|
–
|
–
|
|
|
2007
|
|
$184K
|
+$202K
|
+400
|
New
|
|
|
2008
|
Fortitude Family Office
Scottsdale,
Arizona
|
$180K
|
-$44K
|
-87
|
-18%
|
|
|
2009
|
Toth Financial Advisory
Leesburg,
Virginia
|
$180K
|
-$2.53K
|
-5
|
-1%
|
|
|
2010
|
WPG Advisers
Baltimore,
Maryland
|
$179K
|
-$11.1K
|
-22
|
-5%
|
|
|
2011
|
Asset Dedication LLC
San Francisco,
California
|
$175K
|
-$23.8K
|
-47
|
-11%
|
|
|
2012
|
Peterson Wealth Services
South Ogden,
Utah
|
$174K
|
–
|
–
|
–
|
|
|
2013
|
Blume Capital Management
Berkeley,
California
|
$173K
|
–
|
–
|
–
|
|
|
2014
|
Adalta Capital Management
New York
|
$173K
|
–
|
–
|
–
|
|
|
2015
|
Strategic Advocates
Logan,
Utah
|
$172K
|
-$3.41M
|
-6,742
|
-95%
|
|
|
2016
|
Osterweis Capital Management
San Francisco,
California
|
$170K
|
-$15.2K
|
-30
|
-8%
|
|
|
2017
|
Ares Financial Consulting
Calabasas,
California
|
$170K
|
+$112K
|
+221
|
+153%
|
|
|
2018
|
Solstein Capital
Menlo Park,
California
|
$169K
|
+$109K
|
+215
|
+142%
|
|
|
2019
|
Eurizon SLJ Capital
London,
|
$167K
|
-$265K
|
-524
|
-59%
|
|
|
2020
|
Highline Wealth Partners
Sherman Oaks,
California
|
$167K
|
+$84.5K
|
+167
|
+86%
|
|
|
2021
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$166K
|
+$183K
|
+361
|
New
|
|
|
2022
|
GHP Investment Advisors
Denver,
Colorado
|
$165K
|
+$21.8K
|
+43
|
+14%
|
|
|
2023
|
Nemes Rush Group
Novi,
Michigan
|
$165K
|
–
|
–
|
–
|
|
|
2024
|
ABS Direct Equity Fund
Stamford,
Connecticut
|
$163K
|
+$182K
|
+360
|
New
|
|
|
2025
|
Rossby Financial
Melbourne,
Florida
|
$161K
|
+$39K
|
+77
|
+29%
|
|
