|
2001
|
AllSquare Wealth Management
Albany,
New York
|
$16K
|
–
|
–
|
–
|
|
|
2002
|
Legacy Bridge
West Des Moines,
Iowa
|
$16K
|
–
|
–
|
–
|
|
|
2003
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$13K
|
-$32.1K
|
-239
|
-71%
|
|
|
2004
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
2005
|
Knuff & Co
Foster City,
California
|
$13K
|
–
|
–
|
–
|
|
|
2006
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$12K
|
-$2.83K
|
-21
|
-19%
|
|
|
2007
|
IMA Advisory Services
Denver,
Colorado
|
$12K
|
–
|
–
|
–
|
|
|
2008
|
Ironwood Financial
Tucson,
Arizona
|
$12K
|
–
|
–
|
–
|
|
|
2009
|
Disciplined Investments
Tulsa,
Oklahoma
|
$11K
|
-$1.21K
|
-9
|
-10%
|
|
|
2010
|
Cordasco Financial Network
Naples,
Florida
|
$10K
|
-$113K
|
-837
|
-92%
|
|
|
2011
|
Global Financial Private Client
Sarasota,
Florida
|
$9.85K
|
-$10.5K
|
-78
|
-51%
|
|
|
2012
|
Price Wealth
Austin,
Texas
|
$9K
|
+$4.17K
|
+31
|
+82%
|
|
|
2013
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$9K
|
+$9.15K
|
+68
|
New
|
|
|
2014
|
RPG Investment Advisory
Pleasanton,
California
|
$8K
|
–
|
–
|
–
|
|
|
2015
|
Credential Qtrade Securities
Vancouver,
|
$7.53K
|
-$1.34K
|
-10
|
-15%
|
|
|
2016
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$5.96K
|
+$942
|
+7
|
+0%
|
|
|
2017
|
Regal Wealth Group
Seal Beach,
California
|
$5K
|
–
|
–
|
–
|
|
|
2018
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$4K
|
–
|
–
|
–
|
|
|
2019
|
Koshinski Asset Management
Decatur,
Illinois
|
$3.26K
|
+$171K
|
+1,268
|
+6%
|
|
|
2020
|
F3Logic
Burnsville,
Minnesota
|
$2.72K
|
-$30.3K
|
-225
|
-1%
|
|
|
2021
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$1.36K
|
-$30K
|
-223
|
-2%
|
|
|
2022
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
-$251K
|
-1,863
|
-100%
|
|
|
2023
|
NuWave Investment Management
Parsippany,
New Jersey
|
$1K
|
-$538
|
-4
|
-33%
|
|
|
2024
|
Rational Advisors
Huntington,
New York
|
$1K
|
-$538
|
-4
|
-33%
|
|
|
2025
|
Clear Perspective Advisors
Aurora,
Illinois
|
$688
|
+$33.9K
|
+252
|
+6%
|
|
