|
2001
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$4.76K
|
+$1.02K
|
+25
|
+28%
|
|
|
2002
|
Broadwater Capital
Boston,
Massachusetts
|
$4.68K
|
–
|
–
|
–
|
|
|
2003
|
SJS Investment Consulting
Sylvania,
Ohio
|
$4.34K
|
-$11.2K
|
-275
|
-73%
|
|
|
2004
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$4.18K
|
–
|
–
|
–
|
|
|
2005
|
Partnership Wealth Management
Towson,
Maryland
|
$4.15K
|
–
|
–
|
–
|
|
|
2006
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$4.14K
|
+$4.04K
|
+99
|
New
|
|
|
2007
|
Pathway Financial Advisers
Auburn,
Indiana
|
$4.09K
|
–
|
–
|
–
|
|
|
2008
|
Centerpoint Advisors
Needham,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
2009
|
PFS Partners
Mine Hill,
New Jersey
|
$3.69K
|
–
|
–
|
–
|
|
|
2010
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$3.63K
|
-$7.63K
|
-187
|
-68%
|
|
|
2011
|
Horizon Investments
Charlotte,
North Carolina
|
$3.55K
|
-$245
|
-6
|
-7%
|
|
|
2012
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$3.26K
|
+$3.18K
|
+78
|
New
|
|
|
2013
|
Highline Wealth Partners
Sherman Oaks,
California
|
$3.14K
|
-$4.16K
|
-102
|
-58%
|
|
|
2014
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$3.09K
|
–
|
–
|
–
|
|
|
2015
|
HBC Financial Services
Seattle,
Washington
|
$3K
|
–
|
–
|
–
|
|
|
2016
|
Mendota Financial Group
Madison,
Wisconsin
|
$2.38K
|
-$120K
|
-2,949
|
-98%
|
|
|
2017
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$2.38K
|
–
|
–
|
–
|
|
|
2018
|
SRH Advisors
Salina,
Kansas
|
$2.13K
|
–
|
–
|
–
|
|
|
2019
|
POM Investment Strategies
Raleigh,
North Carolina
|
$1.96K
|
-$23.3K
|
-572
|
-92%
|
|
|
2020
|
Sittner & Nelson
Eugene,
Oregon
|
$1.83K
|
+$1.8K
|
+44
|
New
|
|
|
2021
|
Robbins Farley
Bedford,
New Hampshire
|
$1.75K
|
-$4.33K
|
-106
|
-72%
|
|
|
2022
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.75K
|
+$1.71K
|
+42
|
New
|
|
|
2023
|
Lummis Asset Management
Fort Worth,
Texas
|
$1.54K
|
–
|
–
|
–
|
|
|
2024
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$1.46K
|
–
|
–
|
–
|
|
|
2025
|
VisionPoint Advisory Group
Dallas,
Texas
|
$1.46K
|
+$1.43K
|
+35
|
New
|
|
