|
2001
|
De Burlo Group
Boston,
Massachusetts
|
$5.53K
|
+$6.58K
|
+60
|
New
|
|
|
2002
|
Principle Wealth Partners
Madison,
Connecticut
|
$5.16K
|
+$1.02M
|
+9,321
|
+20%
|
|
|
2003
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$5.11K
|
+$2.74K
|
+25
|
+83%
|
|
|
2004
|
Bellwether Advisors
Lincoln,
Nebraska
|
$5K
|
–
|
–
|
–
|
|
|
2005
|
Founders Capital Management (Texas)
Houston,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
2006
|
Credential Qtrade Securities
Vancouver,
|
$3.76K
|
-$2.74K
|
-25
|
-38%
|
|
|
2007
|
Mizuho Securities
Tokyo,
Japan
|
$3K
|
-$14.5K
|
-132
|
-78%
|
|
|
2008
|
Bell Investment Advisors
Oakland,
California
|
$3K
|
-$4.61K
|
-42
|
-53%
|
|
|
2009
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$3K
|
–
|
–
|
–
|
|
|
2010
|
GS Investments
Minneapolis,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
2011
|
Hoey Investments
Coatesville,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
2012
|
Financial Management Professionals
Austin,
Texas
|
$2K
|
+$987
|
+9
|
+56%
|
|
|
2013
|
Raleigh Capital Management
Cary,
North Carolina
|
$2K
|
+$2.85K
|
+26
|
New
|
|
|
2014
|
MGO One Seven
Beachwood,
Ohio
|
$1.1K
|
+$72.9K
|
+665
|
+6%
|
|
|
2015
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$1K
|
-$66.9K
|
-610
|
-98%
|
|
|
2016
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$1K
|
–
|
–
|
–
|
|
|
2017
|
New Millennium Group
Sandy,
Utah
|
$1K
|
–
|
–
|
–
|
|
|
2018
|
Delos Wealth Advisors
Dallas,
Texas
|
$1K
|
+$219
|
+2
|
+40%
|
|
|
2019
|
M&G Investment Management
London,
United Kingdom
|
$329
|
+$57.7K
|
+526
|
+17%
|
|
|
2020
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$270
|
-$239K
|
-2,183
|
-43%
|
|
|
2021
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$220
|
-$2.74K
|
-25
|
-1%
|
|
|
2022
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$153
|
-$389K
|
-3,548
|
-68%
|
|
|
2023
|
Westside Investment Management
Santa Monica,
California
|
$8
|
–
|
–
|
–
|
|
|
2024
|
Johnson Midwest Financial
Glidden,
Iowa
|
$6
|
+$7.35K
|
+67
|
New
|
|
|
2025
|
Renaissance Technologies
New York
|
–
|
-$111M
|
-1,026,168
|
Closed
|
|
