|
2001
|
Gables Capital Management
Miami,
Florida
|
$87K
|
–
|
–
|
–
|
|
|
2002
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$84K
|
-$407K
|
-3,010
|
-84%
|
|
|
2003
|
Center for Financial Planning
Southfied,
Michigan
|
$81K
|
-$13.5K
|
-100
|
-15%
|
|
|
2004
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$81K
|
-$1.35K
|
-10
|
-2%
|
|
|
2005
|
EARNEST Partners
Atlanta,
Georgia
|
$79K
|
–
|
–
|
–
|
|
|
2006
|
Winch Advisory Services
Appleton,
Wisconsin
|
$79K
|
+$10.1K
|
+75
|
+16%
|
|
|
2007
|
Activest Wealth Management
Aventure,
Florida
|
$77K
|
+$67.9K
|
+502
|
+1,357%
|
|
|
2008
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$75K
|
-$102K
|
-757
|
-59%
|
|
|
2009
|
Annapolis Financial Services
Annapolis,
Maryland
|
$75K
|
–
|
–
|
–
|
|
|
2010
|
First National Bank of South Miami
South Miami,
Florida
|
$75K
|
+$3.51K
|
+26
|
+5%
|
|
|
2011
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$75K
|
+$71.4K
|
+528
|
New
|
|
|
2012
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$74K
|
+$135
|
+1
|
+0.2%
|
|
|
2013
|
LSV Asset Management
Chicago,
Illinois
|
$71K
|
-$1.16M
|
-8,600
|
-95%
|
|
|
2014
|
Lee Financial
Dallas,
Texas
|
$71K
|
-$5.14K
|
-38
|
-7%
|
|
|
2015
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$70K
|
–
|
–
|
–
|
|
|
2016
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$69K
|
-$236K
|
-1,747
|
-78%
|
|
|
2017
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$66K
|
-$30.8K
|
-228
|
-33%
|
|
|
2018
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$64K
|
+$270
|
+2
|
+0.5%
|
|
|
2019
|
American International Group
New York
|
$63.6K
|
-$2.87M
|
-21,255
|
-5%
|
|
|
2020
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$62.5K
|
+$716K
|
+5,299
|
+1%
|
|
|
2021
|
Focused Wealth Management
Newburgh,
New York
|
$62K
|
–
|
–
|
–
|
|
|
2022
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$61.5K
|
–
|
–
|
–
|
|
|
2023
|
Hudock Inc
Williamsport,
Pennsylvania
|
$61K
|
+$270
|
+2
|
+0.5%
|
|
|
2024
|
Ford Financial Group
Fresno,
California
|
$58K
|
+$55.7K
|
+412
|
New
|
|
|
2025
|
Quantbot Technologies
New York
|
$57K
|
-$407K
|
-3,011
|
-88%
|
|
