|
2001
|
LifeSteps Financial
Claremont,
California
|
$1.23K
|
+$1.12K
|
+5
|
New
|
|
|
2002
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$1.09K
|
-$6.05K
|
-27
|
-87%
|
|
|
2003
|
Navigoe Wealth Management
Redondo Beach,
California
|
$1K
|
+$1.57K
|
+7
|
New
|
|
|
2004
|
FNY Investment Advisers
New York
|
$1K
|
+$1.79K
|
+8
|
New
|
|
|
2005
|
Seneschal Advisors
Tacoma,
Washington
|
$985
|
-$11.9K
|
-53
|
-93%
|
|
|
2006
|
1 North Wealth Services
Annapolis,
Maryland
|
$985
|
–
|
–
|
–
|
|
|
2007
|
Trust Company
Manhattan,
Kansas
|
$985
|
–
|
–
|
–
|
|
|
2008
|
William B. Walkup & Associates
Columbia,
South Carolina
|
$985
|
–
|
–
|
–
|
|
|
2009
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$985
|
+$896
|
+4
|
New
|
|
|
2010
|
Cordant Inc
Portland,
Oregon
|
$926
|
+$896
|
+4
|
New
|
|
|
2011
|
NorthAvenue LLC
Columbus,
Ohio
|
$739
|
–
|
–
|
–
|
|
|
2012
|
Nvest Wealth Strategies
Powell,
Ohio
|
$739
|
–
|
–
|
–
|
|
|
2013
|
3 Factor Indexing
Sacramento,
California
|
$493
|
–
|
–
|
–
|
|
|
2014
|
|
$492
|
-$70.3K
|
-314
|
-99%
|
|
|
2015
|
Operose Advisors
Milwaukee,
Wisconsin
|
$492
|
-$50.4K
|
-225
|
-99%
|
|
|
2016
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$492
|
-$8.06K
|
-36
|
-95%
|
|
|
2017
|
Investors Portfolio Services
Puyallup,
Washington
|
$492
|
–
|
–
|
–
|
|
|
2018
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$492
|
+$448
|
+2
|
New
|
|
|
2019
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$492
|
+$448
|
+2
|
New
|
|
|
2020
|
Maryland Capital Advisors
Chester,
Maryland
|
$247
|
+$224
|
+1
|
New
|
|
|
2021
|
Delta Accumulation LLC
Sausalito,
California
|
$246
|
+$224
|
+1
|
New
|
|
|
2022
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$246
|
+$224
|
+1
|
New
|
|
|
2023
|
Strive Financial Group
Carmel,
Indiana
|
$246
|
+$224
|
+1
|
New
|
|
|
2024
|
Darwin Wealth Management
Tampa,
Florida
|
$4
|
–
|
–
|
–
|
|
|
2025
|
Viking Global Investors
Stamford,
Connecticut
|
–
|
-$630M
|
-3,027,092
|
Closed
|
|
