|
2001
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$14.9K
|
+$4.91K
|
+18
|
+53%
|
|
|
2002
|
Perritt Capital Management
Chicago,
Illinois
|
$14.6K
|
–
|
–
|
–
|
|
|
2003
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$14.6K
|
–
|
–
|
–
|
|
|
2004
|
DecisionPoint Financial
Mesa,
Arizona
|
$14.3K
|
+$8.18K
|
+30
|
+150%
|
|
|
2005
|
Elevation Wealth Partners
Santa Rosa,
California
|
$14.3K
|
+$13.6K
|
+50
|
New
|
|
|
2006
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
2007
|
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
$13.7K
|
–
|
–
|
–
|
|
|
2008
|
Country Trust Bank
Bloomington,
Illinois
|
$13.4K
|
-$16.4K
|
-60
|
-56%
|
|
|
2009
|
CNB Bank
Clearfield,
Pennsylvania
|
$13.1K
|
+$2.73K
|
+10
|
+28%
|
|
|
2010
|
IMA Advisory Services
Denver,
Colorado
|
$12.3K
|
–
|
–
|
–
|
|
|
2011
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$12K
|
–
|
–
|
–
|
|
|
2012
|
Lee Financial
Dallas,
Texas
|
$11.7K
|
+$818
|
+3
|
+8%
|
|
|
2013
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$11.6K
|
+$5.18K
|
+19
|
+7%
|
|
|
2014
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$11K
|
–
|
–
|
–
|
|
|
2015
|
Centerpoint Advisors
Needham,
Massachusetts
|
$11K
|
+$1.36K
|
+5
|
+15%
|
|
|
2016
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$10.9K
|
-$4.09K
|
-15
|
-28%
|
|
|
2017
|
Globeflex Capital
San Diego,
California
|
$10.6K
|
–
|
–
|
–
|
|
|
2018
|
Investors Research Corp
Atlanta,
Georgia
|
$10K
|
–
|
–
|
–
|
|
|
2019
|
Everence Capital Management
Goshen,
Indiana
|
$9.94K
|
-$453K
|
-1,660
|
-5%
|
|
|
2020
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$9.72K
|
+$9.27K
|
+34
|
New
|
|
|
2021
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$9.15K
|
–
|
–
|
–
|
|
|
2022
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$8.57K
|
–
|
–
|
–
|
|
|
2023
|
Creative Financial Designs
Kokomo,
Indiana
|
$8.43K
|
+$1.91K
|
+7
|
+30%
|
|
|
2024
|
Atwood & Palmer
Kansas City,
Missouri
|
$7.72K
|
–
|
–
|
–
|
|
|
2025
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$7.72K
|
+$7.36K
|
+27
|
New
|
|
