|
2001
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$70K
|
–
|
–
|
–
|
|
|
2002
|
|
$69K
|
+$69.8K
|
+576
|
New
|
|
|
2003
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$53K
|
-$727
|
-6
|
-1%
|
|
|
2004
|
Regal Wealth Group
Seal Beach,
California
|
$52K
|
–
|
–
|
–
|
|
|
2005
|
Portfolio Strategies
Monsey,
New York
|
$51K
|
–
|
–
|
–
|
|
|
2006
|
Virtus ETF Advisers
New York
|
$51K
|
–
|
–
|
–
|
|
|
2007
|
Hudock Inc
Williamsport,
Pennsylvania
|
$50K
|
–
|
–
|
–
|
|
|
2008
|
Asset Advisors Corp
Augusta,
Georgia
|
$48K
|
–
|
–
|
–
|
|
|
2009
|
Elmwood Wealth Management
Berkeley,
California
|
$47.8K
|
+$48.5K
|
+400
|
New
|
|
|
2010
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$47K
|
-$6.3K
|
-52
|
-12%
|
|
|
2011
|
MCF Advisors
Covington,
Kentucky
|
$47K
|
+$11.2K
|
+92
|
+31%
|
|
|
2012
|
Private Ocean
San Rafael,
California
|
$47K
|
+$48.5K
|
+400
|
New
|
|
|
2013
|
Focused Wealth Management
Newburgh,
New York
|
$42K
|
–
|
–
|
–
|
|
|
2014
|
Kings Point Capital Management
Great Neck,
New York
|
$42K
|
–
|
–
|
–
|
|
|
2015
|
AllSquare Wealth Management
Albany,
New York
|
$42K
|
+$6.67K
|
+55
|
+18%
|
|
|
2016
|
Exane Asset Management
Paris,
France
|
$40.6K
|
+$41.1K
|
+339
|
New
|
|
|
2017
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$40K
|
–
|
–
|
–
|
|
|
2018
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$37K
|
+$21.7K
|
+179
|
+139%
|
|
|
2019
|
Pathstone Family Office
Englewood,
New Jersey
|
$37K
|
+$36.6K
|
+302
|
New
|
|
|
2020
|
Cedar Wealth Management
Walnut Creek,
California
|
$36K
|
–
|
–
|
–
|
|
|
2021
|
St. Johns Investment Management
Jacksonville,
Florida
|
$36K
|
+$36.4K
|
+300
|
New
|
|
|
2022
|
HWG Holdings
Houston,
Texas
|
$35K
|
–
|
–
|
–
|
|
|
2023
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$35K
|
–
|
–
|
–
|
|
|
2024
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$34K
|
–
|
–
|
–
|
|
|
2025
|
G&S Capital
Denver,
Colorado
|
$33K
|
–
|
–
|
–
|
|
