|
2001
|
Roundview Capital
Princeton,
New Jersey
|
$589M
|
+$116M
|
+24%
|
18.4%
|
77.7%
|
242
|
13.22%
|
|
|
2002
|
Lannebo Fonder
Stockholm,
Sweden
|
$588M
|
+$232M
|
+65%
|
31.5%
|
49.8%
|
37
|
8.11%
|
|
|
2003
|
|
$588M
|
+$160M
|
+37%
|
17.8%
|
267%
|
55
|
27.27%
|
|
|
2004
|
Cadinha & Co
Honolulu,
Hawaii
|
$588M
|
+$211M
|
+56%
|
19.1%
|
123%
|
98
|
16.33%
|
|
|
2005
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$588M
|
+$147M
|
+33%
|
16.7%
|
65.5%
|
130
|
20.77%
|
|
|
2006
|
Cornerstone Capital
Palo Alto,
California
|
$587M
|
+$106M
|
+22%
|
21%
|
91.2%
|
79
|
15.19%
|
|
|
2007
|
CCM Investment Advisers
Columbia,
South Carolina
|
$587M
|
+$86.2M
|
+17%
|
17.6%
|
170%
|
66
|
9.09%
|
|
|
2008
|
Woodstock Corp
Boston,
Massachusetts
|
$587M
|
+$95.9M
|
+20%
|
21.6%
|
96.1%
|
163
|
6.13%
|
|
|
2009
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$586M
|
+$108M
|
+23%
|
20.2%
|
80%
|
153
|
9.15%
|
|
|
2010
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$586M
|
+$45.7M
|
+8%
|
12.9%
|
76.5%
|
470
|
38.09%
|
|
|
2011
|
Opti Capital Management
New York
|
$585M
|
+$97.2M
|
+20%
|
0%
|
0.01%
|
31
|
0%
|
|
|
2012
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$584M
|
+$126M
|
+28%
|
18.3%
|
112%
|
293
|
19.11%
|
|
|
2013
|
Adell Harriman & Carpenter
Houston,
Texas
|
$584M
|
+$112M
|
+24%
|
23.7%
|
176%
|
132
|
8.33%
|
|
|
2014
|
|
$584M
|
+$80.1M
|
+16%
|
21.9%
|
73.3%
|
20
|
0%
|
|
|
2015
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$584M
|
+$95.7M
|
+20%
|
14.7%
|
27.9%
|
1,146
|
26.7%
|
|
|
2016
|
Transform Wealth
Greenwood Village,
Colorado
|
$584M
|
+$115M
|
+24%
|
21.5%
|
48.4%
|
242
|
22.31%
|
|
|
2017
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$583M
|
+$105M
|
+22%
|
17.8%
|
70.2%
|
116
|
11.21%
|
|
|
2018
|
Sather Financial Group
Victoria,
Texas
|
$583M
|
+$72M
|
+14%
|
18%
|
70%
|
61
|
36.07%
|
|
|
2019
|
Copper Rock Capital Partners
Boston,
Massachusetts
|
$582M
|
–
|
–
|
23.5%
|
–
|
56
|
–
|
|
|
2020
|
Odey Asset Management Group
London,
United Kingdom
|
$582M
|
-$19.6M
|
-3%
|
31.1%
|
259%
|
115
|
50.43%
|
|
|
2021
|
Gladius Capital Management
Chicago,
Illinois
|
$579M
|
-$371M
|
-39%
|
19.7%
|
78%
|
127
|
93.7%
|
|
|
2022
|
|
$579M
|
+$56.2M
|
+11%
|
14.4%
|
23.6%
|
190
|
18.42%
|
|
|
2023
|
SeaCrest Wealth Management
Purchase,
New York
|
$579M
|
+$113M
|
+24%
|
23.6%
|
142%
|
590
|
20.17%
|
|
|
2024
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$578M
|
+$134M
|
+30%
|
18.1%
|
28.3%
|
1,000
|
18.4%
|
|
|
2025
|
Resource Management
Metairie,
Louisiana
|
$578M
|
+$105M
|
+22%
|
21.1%
|
82.7%
|
156
|
21.15%
|
|