|
2001
|
Private Ocean
San Rafael,
California
|
$33K
|
-$16.8K
|
-230
|
-35%
|
|
|
2002
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$33K
|
+$30.9K
|
+424
|
New
|
|
|
2003
|
Annapolis Financial Services
Annapolis,
Maryland
|
$32K
|
–
|
–
|
–
|
|
|
2004
|
IronBridge Private Wealth
Austin,
Texas
|
$31K
|
–
|
–
|
–
|
|
|
2005
|
Harvest Fund Management
Beijing,
China
|
$30K
|
-$15.3K
|
-209
|
-35%
|
|
|
2006
|
McIlrath & Eck
Arlington,
Washington
|
$30K
|
+$584
|
+8
|
+2%
|
|
|
2007
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$30K
|
+$28.2K
|
+386
|
New
|
|
|
2008
|
Disciplined Investments
Tulsa,
Oklahoma
|
$29K
|
+$15.7K
|
+215
|
+137%
|
|
|
2009
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$27K
|
-$8.98K
|
-123
|
-26%
|
|
|
2010
|
Kessler Investment Group
Columbus,
Indiana
|
$27K
|
-$1.39K
|
-19
|
-5%
|
|
|
2011
|
Evolution Wealth Advisors
Aventura,
Florida
|
$27K
|
+$11.9K
|
+163
|
+88%
|
|
|
2012
|
Lee Financial
Dallas,
Texas
|
$26K
|
+$17K
|
+233
|
+233%
|
|
|
2013
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$24K
|
-$7.08K
|
-97
|
-24%
|
|
|
2014
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$24K
|
+$146
|
+2
|
+0.6%
|
|
|
2015
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$22K
|
–
|
–
|
–
|
|
|
2016
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$21K
|
–
|
–
|
–
|
|
|
2017
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$21K
|
+$2.48K
|
+34
|
+15%
|
|
|
2018
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$21K
|
+$3.94K
|
+54
|
+28%
|
|
|
2019
|
Bellwether Advisors
Lincoln,
Nebraska
|
$20K
|
–
|
–
|
–
|
|
|
2020
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$20K
|
+$4.09K
|
+56
|
+28%
|
|
|
2021
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$20K
|
+$12.8K
|
+175
|
+224%
|
|
|
2022
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$20K
|
+$19K
|
+261
|
New
|
|
|
2023
|
Resolute Advisors
San Francisco,
California
|
$20K
|
+$23.9K
|
+328
|
New
|
|
|
2024
|
Pin Oak Investment Advisors
Houston,
Texas
|
$19K
|
–
|
–
|
–
|
|
|
2025
|
Sawyer & Company
Boston,
Massachusetts
|
$19K
|
–
|
–
|
–
|
|
