|
2001
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$22.1K
|
–
|
–
|
–
|
|
|
2002
|
Lee Financial
Dallas,
Texas
|
$20.8K
|
–
|
–
|
–
|
|
|
2003
|
BNP Paribas Financial Markets
Paris,
France
|
$19.9K
|
+$18.5K
|
+384
|
New
|
|
|
2004
|
Element Wealth
Ridgeland,
Mississippi
|
$19.6K
|
–
|
–
|
–
|
|
|
2005
|
|
$18.7K
|
+$17.4K
|
+360
|
New
|
|
|
2006
|
Castleview Partners
Dallas,
Texas
|
$18K
|
+$6.08K
|
+126
|
+57%
|
|
|
2007
|
AllSquare Wealth Management
Albany,
New York
|
$17.4K
|
–
|
–
|
–
|
|
|
2008
|
Raffa Wealth Management
Washington,
District of Columbia
|
$16.5K
|
-$16.5K
|
-342
|
-52%
|
|
|
2009
|
Rice Partnership
Honolulu,
Hawaii
|
$15.9K
|
+$14.8K
|
+306
|
New
|
|
|
2010
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$15.5K
|
-$2.03K
|
-42
|
-12%
|
|
|
2011
|
Thompson Investment Management
Madison,
Wisconsin
|
$15.5K
|
–
|
–
|
–
|
|
|
2012
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$15.5K
|
+$14.5K
|
+300
|
New
|
|
|
2013
|
Paladin Advisory Group
Clive,
Iowa
|
$15.2K
|
-$116K
|
-2,394
|
-89%
|
|
|
2014
|
Tower Research Capital (TRC)
New York
|
$15.2K
|
+$4.92K
|
+102
|
+53%
|
|
|
2015
|
Pacific Center for Financial Services
San Ramon,
California
|
$14.3K
|
–
|
–
|
–
|
|
|
2016
|
Blume Capital Management
Berkeley,
California
|
$14K
|
–
|
–
|
–
|
|
|
2017
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$13.7K
|
+$12.7K
|
+264
|
New
|
|
|
2018
|
BFSG LLC
Irvine,
California
|
$13.1K
|
+$12.2K
|
+252
|
New
|
|
|
2019
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$11.2K
|
–
|
–
|
–
|
|
|
2020
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$9.95K
|
–
|
–
|
–
|
|
|
2021
|
Van Den Berg Management I
Austin,
Texas
|
$9.06K
|
-$218K
|
-4,524
|
-96%
|
|
|
2022
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$9K
|
+$8.69K
|
+180
|
New
|
|
|
2023
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$7.77K
|
-$4.63K
|
-96
|
-39%
|
|
|
2024
|
Chesapeake Asset Management
New York
|
$7.77K
|
–
|
–
|
–
|
|
|
2025
|
Morling Financial Advisors
Fremont,
California
|
$7.77K
|
+$7.24K
|
+150
|
New
|
|
