|
2001
|
West Branch Capital
Amherst,
Massachusetts
|
$15K
|
+$14K
|
+64
|
New
|
|
|
2002
|
TimeScale Financial
Danvers,
Massachusetts
|
$14K
|
–
|
–
|
–
|
|
|
2003
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$14K
|
+$876
|
+4
|
+7%
|
|
|
2004
|
MCF Advisors
Covington,
Kentucky
|
$13K
|
–
|
–
|
–
|
|
|
2005
|
GW&K Investment Management
Boston,
Massachusetts
|
$13K
|
+$11.4K
|
+52
|
New
|
|
|
2006
|
Counterpoint Mutual Funds
San Diego,
California
|
$13K
|
+$11.8K
|
+54
|
New
|
|
|
2007
|
Cribstone Capital Management
Augusta,
Maine
|
$12K
|
–
|
–
|
–
|
|
|
2008
|
Crewe Advisors
Salt Lake City,
Utah
|
$11K
|
–
|
–
|
–
|
|
|
2009
|
PNC Managed Account Solutions
Houston,
Texas
|
$10K
|
+$8.97K
|
+41
|
New
|
|
|
2010
|
Mizuho Securities
Tokyo,
Japan
|
$8K
|
–
|
–
|
–
|
|
|
2011
|
CKW Financial Group
Honolulu,
Hawaii
|
$8K
|
+$7K
|
+32
|
New
|
|
|
2012
|
Arlington Partners
Birmingham,
Alabama
|
$7K
|
–
|
–
|
–
|
|
|
2013
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$7K
|
–
|
–
|
–
|
|
|
2014
|
Kessler Investment Group
Columbus,
Indiana
|
$7K
|
–
|
–
|
–
|
|
|
2015
|
Atwood & Palmer
Kansas City,
Missouri
|
$6K
|
–
|
–
|
–
|
|
|
2016
|
Longfellow Investment Management
Boston,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
2017
|
TFC Financial Management
Boston,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
2018
|
Pacifica Partners
Surrey,
Canada
|
$6K
|
+$5.47K
|
+25
|
New
|
|
|
2019
|
Lake Point Wealth Management
Rockwall,
Texas
|
$4K
|
+$3.28K
|
+15
|
New
|
|
|
2020
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
2021
|
Hoese & Co
Glencoe,
Minnesota
|
$3K
|
+$3.06K
|
+14
|
New
|
|
|
2022
|
Global Financial Private Client
Sarasota,
Florida
|
$2.68K
|
–
|
–
|
–
|
|
|
2023
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
2024
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
2025
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2K
|
+$1.53K
|
+7
|
New
|
|
