|
2001
|
WealthCollab
Bellevue,
Washington
|
$6.5K
|
–
|
–
|
–
|
|
|
2002
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$6.14K
|
-$19.7K
|
-57
|
-77%
|
|
|
2003
|
Caldwell Sutter Capital
Sausalito,
California
|
$6.14K
|
–
|
–
|
–
|
|
|
2004
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$6.14K
|
–
|
–
|
–
|
|
|
2005
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$6.14K
|
+$5.87K
|
+17
|
New
|
|
|
2006
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$5.43K
|
+$3.45K
|
+10
|
+200%
|
|
|
2007
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$5.42K
|
–
|
–
|
–
|
|
|
2008
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$5.42K
|
+$345
|
+1
|
+7%
|
|
|
2009
|
Claris Advisors
St. Louis,
Missouri
|
$5.06K
|
+$4.83K
|
+14
|
New
|
|
|
2010
|
City Holding Co
Charleston,
West Virginia
|
$5.06K
|
+$4.83K
|
+14
|
New
|
|
|
2011
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4.7K
|
-$23.1K
|
-67
|
-84%
|
|
|
2012
|
City State Bank
Norwalk,
Iowa
|
$4.7K
|
–
|
–
|
–
|
|
|
2013
|
Copley Financial Group
San Diego,
California
|
$4.7K
|
+$4.49K
|
+13
|
New
|
|
|
2014
|
Byrne Asset Management
Kingston,
New Jersey
|
$4.33K
|
–
|
–
|
–
|
|
|
2015
|
Ridgewood Investments
Springfield,
New Jersey
|
$4.06K
|
-$6.56K
|
-19
|
-63%
|
|
|
2016
|
Rakuten Securities
Tokyo,
Japan
|
$3.97K
|
-$5.18K
|
-15
|
-58%
|
|
|
2017
|
Pacific Center for Financial Services
San Ramon,
California
|
$3.97K
|
–
|
–
|
–
|
|
|
2018
|
Aspect Partners
Fairfax,
Virginia
|
$3.61K
|
–
|
–
|
–
|
|
|
2019
|
ESL Trust Services
Rochester,
New York
|
$3.61K
|
–
|
–
|
–
|
|
|
2020
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$3.61K
|
+$3.45K
|
+10
|
New
|
|
|
2021
|
Chesapeake Asset Management
New York
|
$3.61K
|
+$1.03K
|
+3
|
+43%
|
|
|
2022
|
Iron Horse Wealth Management
Johston,
Iowa
|
$3.25K
|
–
|
–
|
–
|
|
|
2023
|
POM Investment Strategies
Raleigh,
North Carolina
|
$2.89K
|
-$14.8K
|
-43
|
-84%
|
|
|
2024
|
Caitlin John
Brighton,
Michigan
|
$2.78K
|
-$1.22M
|
-3,542
|
-100%
|
|
|
2025
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$2.17K
|
–
|
–
|
–
|
|
