|
2001
|
Ranch Capital Advisors
Sarasota,
Florida
|
$75K
|
+$71.8K
|
+791
|
New
|
|
|
2002
|
Versant Capital Management
Phoenix,
Arizona
|
$72K
|
-$14K
|
-154
|
-17%
|
|
|
2003
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$69K
|
–
|
–
|
–
|
|
|
2004
|
Sawyer & Company
Boston,
Massachusetts
|
$67K
|
-$862K
|
-9,507
|
-93%
|
|
|
2005
|
Front Row Advisors
Tiburon,
California
|
$67K
|
-$272
|
-3
|
-0.4%
|
|
|
2006
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$66K
|
+$63.1K
|
+696
|
New
|
|
|
2007
|
Credential Qtrade Securities
Vancouver,
|
$63.3K
|
–
|
–
|
–
|
|
|
2008
|
|
$62K
|
+$59.2K
|
+653
|
New
|
|
|
2009
|
Financial Perspectives
Minneapolis,
Minnesota
|
$60.5K
|
+$58.2K
|
+642
|
New
|
|
|
2010
|
Canton Hathaway
Providence,
Rhode Island
|
$60K
|
–
|
–
|
–
|
|
|
2011
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$60K
|
–
|
–
|
–
|
|
|
2012
|
EARNEST Partners
Atlanta,
Georgia
|
$58K
|
–
|
–
|
–
|
|
|
2013
|
Horizon Bancorp
Michigan City,
Indiana
|
$57K
|
+$54.8K
|
+604
|
New
|
|
|
2014
|
Disciplined Investments
Tulsa,
Oklahoma
|
$57K
|
+$55.1K
|
+607
|
New
|
|
|
2015
|
Johanson Financial Advisors
Campbell,
California
|
$56.9K
|
+$54.8K
|
+604
|
New
|
|
|
2016
|
Vestor Capital
Chicago,
Illinois
|
$56K
|
-$6.26K
|
-69
|
-10%
|
|
|
2017
|
Verus Capital Partners
Scottsdale,
Arizona
|
$56K
|
+$53.5K
|
+590
|
New
|
|
|
2018
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$54.4K
|
–
|
–
|
–
|
|
|
2019
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$50K
|
–
|
–
|
–
|
|
|
2020
|
Gemmer Asset Management
Walnut Creek,
California
|
$49K
|
–
|
–
|
–
|
|
|
2021
|
Tarbox Family Office
Newport Beach,
California
|
$48K
|
-$1.36K
|
-15
|
-3%
|
|
|
2022
|
Howard Wealth Management
Madison,
Connecticut
|
$48K
|
+$46.5K
|
+513
|
New
|
|
|
2023
|
Ashburton (Jersey)
St Helier,
Jersey
|
$42K
|
-$3.9K
|
-43
|
-9%
|
|
|
2024
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$41.2K
|
-$25.2K
|
-278
|
-39%
|
|
|
2025
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$41K
|
–
|
–
|
–
|
|
