|
2001
|
Inscription Capital
Houston,
Texas
|
$264K
|
+$33.1K
|
+115
|
+14%
|
|
|
2002
|
DeDora Capital
Napa,
California
|
$263K
|
–
|
–
|
–
|
|
|
2003
|
Chesapeake Asset Management
New York
|
$262K
|
+$40.3K
|
+140
|
+19%
|
|
|
2004
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$261K
|
-$6.62K
|
-23
|
-3%
|
|
|
2005
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$260K
|
–
|
–
|
–
|
|
|
2006
|
Regal Wealth Group
Seal Beach,
California
|
$258K
|
+$864
|
+3
|
+0.3%
|
|
|
2007
|
Kimelman & Baird
New York
|
$256K
|
–
|
–
|
–
|
|
|
2008
|
Lake Point Wealth Management
Rockwall,
Texas
|
$256K
|
–
|
–
|
–
|
|
|
2009
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$255K
|
-$67.7K
|
-235
|
-21%
|
|
|
2010
|
Foster & Motley
Cincinnati,
Ohio
|
$255K
|
–
|
–
|
–
|
|
|
2011
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$255K
|
+$288
|
+1
|
+0.1%
|
|
|
2012
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$253K
|
-$18.4K
|
-64
|
-7%
|
|
|
2013
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$251K
|
–
|
–
|
–
|
|
|
2014
|
CTC (Chicago Trading Company)
Chicago,
Illinois
|
$250K
|
+$245K
|
+852
|
New
|
|
|
2015
|
Brookmont Capital Management
Dallas,
Texas
|
$249K
|
+$864
|
+3
|
+0.4%
|
|
|
2016
|
Financial Sense Advisors
San Diego,
California
|
$248K
|
+$244K
|
+847
|
New
|
|
|
2017
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$247K
|
–
|
–
|
–
|
|
|
2018
|
Altman Advisors
Chicago,
Illinois
|
$246K
|
-$222K
|
-772
|
-48%
|
|
|
2019
|
Cedar Wealth Management
Walnut Creek,
California
|
$245K
|
-$133K
|
-461
|
-36%
|
|
|
2020
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$243K
|
+$238K
|
+828
|
New
|
|
|
2021
|
Academy Capital Management
Waco,
Texas
|
$240K
|
–
|
–
|
–
|
|
|
2022
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$240K
|
+$1.44K
|
+5
|
+0.6%
|
|
|
2023
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$239K
|
–
|
–
|
–
|
|
|
2024
|
Point View Wealth Management
Summit,
New Jersey
|
$239K
|
–
|
–
|
–
|
|
|
2025
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$238K
|
-$327K
|
-1,134
|
-58%
|
|
