|
2001
|
Canton Hathaway
Providence,
Rhode Island
|
$60K
|
–
|
–
|
–
|
|
|
2002
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$60K
|
–
|
–
|
–
|
|
|
2003
|
EARNEST Partners
Atlanta,
Georgia
|
$58K
|
–
|
–
|
–
|
|
|
2004
|
Horizon Bancorp
Michigan City,
Indiana
|
$57K
|
+$54.8K
|
+604
|
New
|
|
|
2005
|
Disciplined Investments
Tulsa,
Oklahoma
|
$57K
|
+$55.1K
|
+607
|
New
|
|
|
2006
|
Vestor Capital
Chicago,
Illinois
|
$56K
|
-$6.26K
|
-69
|
-10%
|
|
|
2007
|
Verus Capital Partners
Scottsdale,
Arizona
|
$56K
|
+$53.5K
|
+590
|
New
|
|
|
2008
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$54.4K
|
–
|
–
|
–
|
|
|
2009
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$50K
|
–
|
–
|
–
|
|
|
2010
|
Gemmer Asset Management
Walnut Creek,
California
|
$49K
|
–
|
–
|
–
|
|
|
2011
|
Tarbox Family Office
Newport Beach,
California
|
$48K
|
-$1.36K
|
-15
|
-3%
|
|
|
2012
|
Howard Wealth Management
Madison,
Connecticut
|
$48K
|
+$46.5K
|
+513
|
New
|
|
|
2013
|
Ashburton (Jersey)
St Helier,
Jersey
|
$42K
|
-$3.9K
|
-43
|
-9%
|
|
|
2014
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$41.2K
|
-$25.2K
|
-278
|
-39%
|
|
|
2015
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$41K
|
–
|
–
|
–
|
|
|
2016
|
1 North Wealth Services
Annapolis,
Maryland
|
$41K
|
+$31.1K
|
+343
|
+365%
|
|
|
2017
|
New England Asset Management
Farmington,
Connecticut
|
$40K
|
–
|
–
|
–
|
|
|
2018
|
Manchester Financial
Westlake Village,
California
|
$40K
|
+$38.4K
|
+423
|
New
|
|
|
2019
|
Solstein Capital
Menlo Park,
California
|
$40K
|
+$38.6K
|
+426
|
New
|
|
|
2020
|
Financial Management Professionals
Austin,
Texas
|
$39K
|
–
|
–
|
–
|
|
|
2021
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$38K
|
–
|
–
|
–
|
|
|
2022
|
Pin Oak Investment Advisors
Houston,
Texas
|
$36K
|
-$11.5K
|
-127
|
-25%
|
|
|
2023
|
Human Investing
Lake Oswego,
Oregon
|
$36K
|
–
|
–
|
–
|
|
|
2024
|
Private Ocean
San Rafael,
California
|
$36K
|
–
|
–
|
–
|
|
|
2025
|
Lighthouse Financial Advisors
New Market,
Maryland
|
$36K
|
+$34.6K
|
+381
|
New
|
|
