|
2001
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$36K
|
–
|
–
|
–
|
|
|
2002
|
Private Ocean
San Rafael,
California
|
$36K
|
–
|
–
|
–
|
|
|
2003
|
Annapolis Financial Services
Annapolis,
Maryland
|
$35K
|
–
|
–
|
–
|
|
|
2004
|
IronBridge Private Wealth
Austin,
Texas
|
$35K
|
–
|
–
|
–
|
|
|
2005
|
McIlrath & Eck
Arlington,
Washington
|
$35K
|
+$2.27K
|
+27
|
+7%
|
|
|
2006
|
Financial Perspectives
Minneapolis,
Minnesota
|
$33.3K
|
–
|
–
|
–
|
|
|
2007
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$31K
|
+$1.35K
|
+16
|
+5%
|
|
|
2008
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$30K
|
-$265K
|
-3,154
|
-90%
|
|
|
2009
|
Kessler Investment Group
Columbus,
Indiana
|
$30K
|
–
|
–
|
–
|
|
|
2010
|
Professional Financial Advisors
North Platte,
Nebraska
|
$30K
|
+$18.6K
|
+221
|
+166%
|
|
|
2011
|
Resolute Advisors
San Francisco,
California
|
$28K
|
–
|
–
|
–
|
|
|
2012
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$28K
|
+$5.47K
|
+65
|
+25%
|
|
|
2013
|
Cutler Group
San Francisco,
California
|
$28K
|
+$27.8K
|
+330
|
New
|
|
|
2014
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$27K
|
–
|
–
|
–
|
|
|
2015
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$27K
|
+$21.9K
|
+260
|
+448%
|
|
|
2016
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$26K
|
+$84
|
+1
|
+0.3%
|
|
|
2017
|
Financial Management Professionals
Austin,
Texas
|
$26K
|
+$4.71K
|
+56
|
+22%
|
|
|
2018
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$26K
|
+$25.2K
|
+299
|
New
|
|
|
2019
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$26K
|
+$25.2K
|
+300
|
New
|
|
|
2020
|
Lee Financial
Dallas,
Texas
|
$24K
|
-$4.21K
|
-50
|
-15%
|
|
|
2021
|
PEAK6 Investments
Chicago,
Illinois
|
$23K
|
-$6.6M
|
-78,396
|
-100%
|
|
|
2022
|
Bellwether Advisors
Lincoln,
Nebraska
|
$23K
|
–
|
–
|
–
|
|
|
2023
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$23K
|
–
|
–
|
–
|
|
|
2024
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$23K
|
–
|
–
|
–
|
|
|
2025
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$23K
|
+$3.7K
|
+44
|
+20%
|
|
