|
2001
|
West Branch Capital
Amherst,
Massachusetts
|
$6.59K
|
-$6.01K
|
-62
|
-49%
|
|
|
2002
|
Caldwell Sutter Capital
Sausalito,
California
|
$6.59K
|
-$679
|
-7
|
-10%
|
|
|
2003
|
Highline Wealth Partners
Sherman Oaks,
California
|
$5.68K
|
–
|
–
|
–
|
|
|
2004
|
Frank Rimerman Advisors
Palo Alto,
California
|
$5.48K
|
–
|
–
|
–
|
|
|
2005
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$5.25K
|
–
|
–
|
–
|
|
|
2006
|
REAP Financial Group
Austin,
Texas
|
$5.09K
|
+$194
|
+2
|
+4%
|
|
|
2007
|
SRH Advisors
Salina,
Kansas
|
$4.67K
|
–
|
–
|
–
|
|
|
2008
|
FPC Investment Advisory
Petaluma,
California
|
$4.1K
|
+$4.17K
|
+43
|
New
|
|
|
2009
|
Broadwater Capital
Boston,
Massachusetts
|
$4.06K
|
–
|
–
|
–
|
|
|
2010
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$4K
|
–
|
–
|
–
|
|
|
2011
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$3.75K
|
–
|
–
|
–
|
|
|
2012
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$3.75K
|
–
|
–
|
–
|
|
|
2013
|
POM Investment Strategies
Raleigh,
North Carolina
|
$3.25K
|
–
|
–
|
–
|
|
|
2014
|
TD Capital Management
Memphis,
Tennessee
|
$3.04K
|
+$2.91K
|
+30
|
New
|
|
|
2015
|
Perritt Capital Management
Chicago,
Illinois
|
$2.55K
|
–
|
–
|
–
|
|
|
2016
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$2.54K
|
+$679
|
+7
|
+39%
|
|
|
2017
|
Toth Financial Advisory
Leesburg,
Virginia
|
$2.5K
|
–
|
–
|
–
|
|
|
2018
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$2.43K
|
–
|
–
|
–
|
|
|
2019
|
St. Johns Investment Management
Jacksonville,
Florida
|
$2.33K
|
+$2.23K
|
+23
|
New
|
|
|
2020
|
Bogart Wealth LLC
Mclean,
Virginia
|
$2.23K
|
+$2.13K
|
+22
|
New
|
|
|
2021
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$2K
|
–
|
–
|
–
|
|
|
2022
|
Rakuten Securities
Tokyo,
Japan
|
$1.83K
|
+$97
|
+1
|
+6%
|
|
|
2023
|
Perkins Coie Trust Company
Seattle,
Washington
|
$1.82K
|
–
|
–
|
–
|
|
|
2024
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$1.72K
|
+$1.65K
|
+17
|
New
|
|
|
2025
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$1.32K
|
+$1.26K
|
+13
|
New
|
|
