|
2001
|
Inspire Investing
Meridian,
Idaho
|
$232K
|
-$345K
|
-743
|
-60%
|
|
|
2002
|
Coastwise Capital Group
La Jolla,
California
|
$232K
|
-$4.64K
|
-10
|
-2%
|
|
|
2003
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$231K
|
-$1.39K
|
-3
|
-0.6%
|
|
|
2004
|
True Wealth Design
Akron,
Ohio
|
$230K
|
–
|
–
|
–
|
|
|
2005
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$230K
|
–
|
–
|
–
|
|
|
2006
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$230K
|
+$11.1K
|
+24
|
+5%
|
|
|
2007
|
Renaissance Technologies
New York
|
$230K
|
-$57.4M
|
-123,600
|
-100%
|
|
|
2008
|
JMG Financial Group
Downers Grove,
Illinois
|
$230K
|
–
|
–
|
–
|
|
|
2009
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$230K
|
+$6.03K
|
+13
|
+3%
|
|
|
2010
|
Aries Wealth Management
Portland,
Maine
|
$230K
|
+$6.96K
|
+15
|
+3%
|
|
|
2011
|
Crewe Advisors
Salt Lake City,
Utah
|
$230K
|
+$20.9K
|
+45
|
+10%
|
|
|
2012
|
AJ Wealth Strategies
New York
|
$230K
|
+$18.6K
|
+40
|
+9%
|
|
|
2013
|
Sittner & Nelson
Eugene,
Oregon
|
$229K
|
–
|
–
|
–
|
|
|
2014
|
SMART Wealth
Omaha,
Nebraska
|
$229K
|
-$6.03K
|
-13
|
-3%
|
|
|
2015
|
High Falls Advisors
Rochester,
New York
|
$229K
|
+$231K
|
+497
|
New
|
|
|
2016
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$228K
|
–
|
–
|
–
|
|
|
2017
|
1900 Wealth Management
San Antonio,
Texas
|
$228K
|
+$25.1K
|
+54
|
+12%
|
|
|
2018
|
HBC Financial Services
Seattle,
Washington
|
$227K
|
-$46.4K
|
-100
|
-17%
|
|
|
2019
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$226K
|
-$786K
|
-1,694
|
-78%
|
|
|
2020
|
Palumbo Wealth Management
Great Neck,
New York
|
$226K
|
+$1.39K
|
+3
|
+0.6%
|
|
|
2021
|
Bailard
Foster City,
California
|
$226K
|
-$2.79K
|
-6
|
-1%
|
|
|
2022
|
Fountainhead AM
Warren,
New Jersey
|
$224K
|
-$8.36K
|
-18
|
-4%
|
|
|
2023
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$224K
|
+$226K
|
+486
|
New
|
|
|
2024
|
SSI Investment Management
Los Angeles,
California
|
$223K
|
-$30.6K
|
-66
|
-12%
|
|
|
2025
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$223K
|
+$464
|
+1
|
+0.2%
|
|
