|
2001
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$45K
|
–
|
–
|
–
|
|
|
2002
|
Lagoda Investment Management
New York
|
$44K
|
–
|
–
|
–
|
|
|
2003
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$41K
|
–
|
–
|
–
|
|
|
2004
|
Watermark Asset Management
San Ramon,
California
|
$41K
|
+$289
|
+9
|
+0.8%
|
|
|
2005
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$40K
|
+$38.2K
|
+1,190
|
New
|
|
|
2006
|
Benson Investment Management Company
Roanoke,
Virginia
|
$36K
|
–
|
–
|
–
|
|
|
2007
|
Litman Gregory Wealth Management
Larkspur,
California
|
$36K
|
–
|
–
|
–
|
|
|
2008
|
Smith Affiliated Capital
New York
|
$35.7K
|
–
|
–
|
–
|
|
|
2009
|
Cordasco Financial Network
Naples,
Florida
|
$35K
|
-$10.2K
|
-316
|
-23%
|
|
|
2010
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$35K
|
+$225
|
+7
|
+0.7%
|
|
|
2011
|
Portfolio Solutions
Royal Oak,
Michigan
|
$33K
|
-$220K
|
-6,848
|
-88%
|
|
|
2012
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$33K
|
-$40.7K
|
-1,265
|
-56%
|
|
|
2013
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
2014
|
Pathstone Family Office
Englewood,
New Jersey
|
$29K
|
-$279K
|
-8,695
|
-91%
|
|
|
2015
|
Magellan Asset Management
Sydney,
Australia
|
$29K
|
–
|
–
|
–
|
|
|
2016
|
Lenox Wealth Advisors
New York
|
$29K
|
+$514
|
+16
|
+2%
|
|
|
2017
|
Ironwood Financial
Tucson,
Arizona
|
$27K
|
–
|
–
|
–
|
|
|
2018
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$27K
|
+$8.87K
|
+276
|
+52%
|
|
|
2019
|
Capstone Investment Advisors
New York
|
$24K
|
-$211K
|
-6,550
|
-90%
|
|
|
2020
|
Wealthcare Capital Management
Richmond,
Virginia
|
$24K
|
–
|
–
|
–
|
|
|
2021
|
Cedar Wealth Management
Walnut Creek,
California
|
$23K
|
–
|
–
|
–
|
|
|
2022
|
Invictus RG
Hamilton,
Bermuda
|
$21K
|
+$7.78K
|
+242
|
+62%
|
|
|
2023
|
Lloyds Banking Group
London,
United Kingdom
|
$15K
|
–
|
–
|
–
|
|
|
2024
|
CKW Financial Group
Honolulu,
Hawaii
|
$14K
|
–
|
–
|
–
|
|
|
2025
|
TD Capital Management
Memphis,
Tennessee
|
$13K
|
+$6.17K
|
+192
|
+98%
|
|
