|
2001
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
2002
|
Strategic Wealth Management
Kirkland,
Washington
|
$6K
|
–
|
–
|
–
|
|
|
2003
|
Laurel Wealth Planning
Edina,
Minnesota
|
$6K
|
+$5.65K
|
+86
|
New
|
|
|
2004
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$5K
|
-$5.98K
|
-91
|
-58%
|
|
|
2005
|
CSat Investment Advisory
Detroit,
Michigan
|
$5K
|
-$789
|
-12
|
-14%
|
|
|
2006
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$5K
|
–
|
–
|
–
|
|
|
2007
|
Standard Family Office
Sioux Falls,
South Dakota
|
$5K
|
+$4.14K
|
+63
|
New
|
|
|
2008
|
Merrion Investment Management
Cranford,
New Jersey
|
$4K
|
+$3.48K
|
+53
|
New
|
|
|
2009
|
Macroview Investment Management
Bethesda,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
2010
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$3K
|
–
|
–
|
–
|
|
|
2011
|
TD Capital Management
Memphis,
Tennessee
|
$3K
|
–
|
–
|
–
|
|
|
2012
|
Robbins Farley
Bedford,
New Hampshire
|
$3K
|
+$2.5K
|
+38
|
New
|
|
|
2013
|
HBC Financial Services
Seattle,
Washington
|
$2K
|
-$64.1K
|
-975
|
-98%
|
|
|
2014
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
2015
|
NVWM LLC
Yardley,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
2016
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$2K
|
+$1.58K
|
+24
|
New
|
|
|
2017
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$2K
|
+$126K
|
+1,910
|
+7%
|
|
|
2018
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.07K
|
-$50.7K
|
-771
|
-5%
|
|
|
2019
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1K
|
–
|
–
|
–
|
|
|
2020
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
2021
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$1K
|
+$1.25K
|
+19
|
New
|
|
|
2022
|
|
$978
|
+$899K
|
+13,679
|
New
|
|
|
2023
|
M&G Investment Management
London,
United Kingdom
|
$472
|
–
|
–
|
–
|
|
|
2024
|
tru Independence
Portland,
Oregon
|
$317
|
-$28.2K
|
-429
|
-9%
|
|
|
2025
|
Colonial River Investments
Midlothian,
Virginia
|
$204
|
+$184K
|
+2,794
|
New
|
|
