|
2001
|
Laidlaw Wealth Management
New York City,
New York
|
$2.28M
|
-$696K
|
-2,825
|
-24%
|
|
|
2002
|
Fort Point Capital Partners
San Francisco,
California
|
$2.27M
|
+$3.94K
|
+16
|
+0.2%
|
|
|
2003
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$2.26M
|
+$237K
|
+961
|
+12%
|
|
|
2004
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$2.26M
|
–
|
–
|
–
|
|
|
2005
|
Verition Fund Management
Greenwich,
Connecticut
|
$2.26M
|
-$2.57M
|
-10,429
|
-55%
|
|
|
2006
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$2.25M
|
+$809K
|
+3,281
|
+61%
|
|
|
2007
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$2.24M
|
-$2.71K
|
-11
|
-0.1%
|
|
|
2008
|
Joseph Group Capital Management
Columbus,
Ohio
|
$2.24M
|
+$53.2K
|
+216
|
+3%
|
|
|
2009
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$2.24M
|
-$13.6K
|
-55
|
-0.6%
|
|
|
2010
|
|
$2.23M
|
+$475K
|
+1,927
|
+29%
|
|
|
2011
|
First Nebraska Trust
Lincoln,
Nebraska
|
$2.23M
|
+$65.3K
|
+265
|
+3%
|
|
|
2012
|
Summit X LLC
Chesterfield,
Missouri
|
$2.23M
|
+$121K
|
+492
|
+6%
|
|
|
2013
|
SkyOak Wealth
Southfield,
Michigan
|
$2.22M
|
-$115K
|
-466
|
-5%
|
|
|
2014
|
Savoie Capital
Chicago,
Illinois
|
$2.21M
|
–
|
–
|
–
|
|
|
2015
|
CNB Bank
Clearfield,
Pennsylvania
|
$2.21M
|
+$140K
|
+568
|
+7%
|
|
|
2016
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$2.21M
|
+$36K
|
+146
|
+2%
|
|
|
2017
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$2.21M
|
–
|
–
|
–
|
|
|
2018
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2.2M
|
+$19.5K
|
+79
|
+0.9%
|
|
|
2019
|
PDS Planning
Dublin,
Ohio
|
$2.2M
|
+$141K
|
+571
|
+7%
|
|
|
2020
|
SRN Advisors
Huntingdon Valley,
Pennsylvania
|
$2.2M
|
+$187K
|
+757
|
+10%
|
|
|
2021
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$2.19M
|
+$193K
|
+785
|
+10%
|
|
|
2022
|
Altman Advisors
Chicago,
Illinois
|
$2.18M
|
-$308K
|
-1,249
|
-13%
|
|
|
2023
|
DRW Securities
Chicago,
Illinois
|
$2.18M
|
-$1.83M
|
-7,407
|
-47%
|
|
|
2024
|
Inscription Capital
Houston,
Texas
|
$2.18M
|
+$446K
|
+1,809
|
+28%
|
|
|
2025
|
Dudley Capital Management
Middleburg,
Virginia
|
$2.18M
|
–
|
–
|
–
|
|
