|
2001
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$2.87M
|
-$275K
|
-413
|
-9%
|
|
|
2002
|
Henson-Edgewater Management
Avon,
Ohio
|
$2.86M
|
+$372K
|
+558
|
+16%
|
|
|
2003
|
Capital Advantage
Walnut Creek,
California
|
$2.86M
|
+$3.33K
|
+5
|
+0.1%
|
|
|
2004
|
Seven Bridges Advisors
New York
|
$2.86M
|
+$2.77M
|
+4,157
|
New
|
|
|
2005
|
Corundum Group
Colorado Springs,
Colorado
|
$2.85M
|
+$139K
|
+208
|
+5%
|
|
|
2006
|
Rebalance
Palo Alto,
California
|
$2.85M
|
-$88.7K
|
-133
|
-3%
|
|
|
2007
|
Inscription Capital
Houston,
Texas
|
$2.85M
|
+$139K
|
+209
|
+5%
|
|
|
2008
|
Optima Capital
Beaverton,
Oregon
|
$2.84M
|
-$170K
|
-255
|
-6%
|
|
|
2009
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.84M
|
+$12K
|
+18
|
+0.4%
|
|
|
2010
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$2.82M
|
+$193K
|
+289
|
+8%
|
|
|
2011
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$2.81M
|
-$68.7K
|
-103
|
-2%
|
|
|
2012
|
Collaborative Capital Advisors
New York
|
$2.8M
|
+$2.72M
|
+4,078
|
New
|
|
|
2013
|
Mullaney, Keating & Wright
Middletown,
Connecticut
|
$2.8M
|
+$179K
|
+269
|
+7%
|
|
|
2014
|
Bell Investment Advisors
Oakland,
California
|
$2.79M
|
-$2K
|
-3
|
-0.1%
|
|
|
2015
|
Evolution Wealth Management
Fort Myers,
Florida
|
$2.78M
|
-$271K
|
-406
|
-9%
|
|
|
2016
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$2.78M
|
–
|
–
|
–
|
|
|
2017
|
Two Sigma Investments
New York
|
$2.78M
|
-$480K
|
-720
|
-15%
|
|
|
2018
|
R.H. Investment Group
Scottsdale,
Arizona
|
$2.78M
|
-$3.33K
|
-5
|
-0.1%
|
|
|
2019
|
DB&C Advisors
Holland,
Michigan
|
$2.77M
|
+$119K
|
+178
|
+5%
|
|
|
2020
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$2.77M
|
+$153K
|
+229
|
+6%
|
|
|
2021
|
Third View Private Wealth
Westport,
Connecticut
|
$2.77M
|
+$1.11M
|
+1,672
|
+71%
|
|
|
2022
|
Odyssey Capital Advisors
Bala Cynwyd,
Pennsylvania
|
$2.77M
|
+$151K
|
+227
|
+6%
|
|
|
2023
|
Solidarity Wealth
Lehi,
Utah
|
$2.76M
|
+$1.76M
|
+2,633
|
+190%
|
|
|
2024
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$2.76M
|
+$16.7K
|
+25
|
+0.6%
|
|
|
2025
|
Seal Cove Capital
Palo Alto,
California
|
$2.75M
|
-$84K
|
-126
|
-3%
|
|
