|
2001
|
Estate Counselors
Thiensville,
Wisconsin
|
$41K
|
–
|
–
|
–
|
|
|
2002
|
Resolute Advisors
San Francisco,
California
|
$40K
|
–
|
–
|
–
|
|
|
2003
|
Regency Capital Management
Honolulu,
Hawaii
|
$39K
|
+$42K
|
+170
|
New
|
|
|
2004
|
McIlrath & Eck
Arlington,
Washington
|
$37K
|
–
|
–
|
–
|
|
|
2005
|
Credential Qtrade Securities
Vancouver,
|
$36K
|
–
|
–
|
–
|
|
|
2006
|
Penserra Capital Management
Orinda,
California
|
$36K
|
+$2.71K
|
+11
|
+8%
|
|
|
2007
|
Knuff & Co
Foster City,
California
|
$35K
|
–
|
–
|
–
|
|
|
2008
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$34.7K
|
+$37K
|
+150
|
New
|
|
|
2009
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$34K
|
–
|
–
|
–
|
|
|
2010
|
Ranch Capital Advisors
Sarasota,
Florida
|
$33K
|
+$247
|
+1
|
+0.7%
|
|
|
2011
|
Bell Investment Advisors
Oakland,
California
|
$32K
|
+$34.1K
|
+138
|
New
|
|
|
2012
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$30K
|
–
|
–
|
–
|
|
|
2013
|
Financial Perspectives
Minneapolis,
Minnesota
|
$28.6K
|
-$3.21K
|
-13
|
-9%
|
|
|
2014
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$28K
|
+$10.1K
|
+41
|
+59%
|
|
|
2015
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$27K
|
–
|
–
|
–
|
|
|
2016
|
Selective Wealth Management
Forest,
Virginia
|
$27K
|
–
|
–
|
–
|
|
|
2017
|
Optiver Holding
Amsterdam,
Netherlands
|
$27K
|
+$28.6K
|
+116
|
New
|
|
|
2018
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$26K
|
–
|
–
|
–
|
|
|
2019
|
Legacy Bridge
West Des Moines,
Iowa
|
$25K
|
+$11.1K
|
+45
|
+69%
|
|
|
2020
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$24K
|
–
|
–
|
–
|
|
|
2021
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$23.1K
|
–
|
–
|
–
|
|
|
2022
|
Emerson Wealth
Bloomfield Hills,
Michigan
|
$23K
|
–
|
–
|
–
|
|
|
2023
|
RPG Investment Advisory
Pleasanton,
California
|
$23K
|
–
|
–
|
–
|
|
|
2024
|
Steph & Co
Marinette,
Wisconsin
|
$23K
|
–
|
–
|
–
|
|
|
2025
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$22K
|
+$5.68K
|
+23
|
+32%
|
|
