|
2001
|
Paradigm Asset Management
New York
|
$48.5K
|
-$2.49M
|
-44,000
|
-98%
|
|
|
2002
|
Financial Engines Advisors
Santa Clara,
California
|
$48K
|
-$40.3K
|
-713
|
-47%
|
|
|
2003
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$47K
|
+$1.58K
|
+28
|
+4%
|
|
|
2004
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$46K
|
-$13.9K
|
-247
|
-25%
|
|
|
2005
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$46K
|
-$12.3K
|
-217
|
-22%
|
|
|
2006
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$45K
|
+$41.9K
|
+741
|
New
|
|
|
2007
|
AlphaOne Investment Services
West Chester,
Pennsylvania
|
$44K
|
-$111K
|
-1,974
|
-73%
|
|
|
2008
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$43K
|
+$66.3K
|
+1,174
|
+587%
|
|
|
2009
|
Litman Gregory Wealth Management
Larkspur,
California
|
$42K
|
–
|
–
|
–
|
|
|
2010
|
Central Bank & Trust
Lexington,
Kentucky
|
$39K
|
-$7.06K
|
-125
|
-16%
|
|
|
2011
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$39K
|
–
|
–
|
–
|
|
|
2012
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$38K
|
+$36.2K
|
+641
|
New
|
|
|
2013
|
Isthmus Partners
Madison,
Wisconsin
|
$36K
|
–
|
–
|
–
|
|
|
2014
|
Focused Wealth Management
Newburgh,
New York
|
$32K
|
-$31.5K
|
-557
|
-52%
|
|
|
2015
|
D'Orazio & Associates
Falls Church,
Virginia
|
$32K
|
+$9.38K
|
+166
|
+45%
|
|
|
2016
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$32K
|
+$30.1K
|
+533
|
New
|
|
|
2017
|
New Capital Management
Houston,
Texas
|
$31K
|
–
|
–
|
–
|
|
|
2018
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$31K
|
–
|
–
|
–
|
|
|
2019
|
Financial Gravity Companies
Lakeway,
Texas
|
$31K
|
+$26.3K
|
+465
|
New
|
|
|
2020
|
Toth Financial Advisory
Leesburg,
Virginia
|
$29K
|
+$26.5K
|
+470
|
New
|
|
|
2021
|
TD Capital Management
Memphis,
Tennessee
|
$26K
|
–
|
–
|
–
|
|
|
2022
|
Holloway Wealth Management
Gainesville,
Florida
|
$25K
|
–
|
–
|
–
|
|
|
2023
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$24K
|
–
|
–
|
–
|
|
|
2024
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$24K
|
–
|
–
|
–
|
|
|
2025
|
Delek Group
Herzliya,
Israel
|
$24K
|
+$22.6K
|
+400
|
New
|
|
