|
2001
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$234K
|
+$213K
|
+1,029
|
New
|
|
|
2002
|
XML Financial
Bethesda,
Maryland
|
$233K
|
+$213K
|
+1,025
|
New
|
|
|
2003
|
Claris Advisors
St. Louis,
Missouri
|
$233K
|
+$212K
|
+1,023
|
New
|
|
|
2004
|
Headlands Technologies
Chicago,
Illinois
|
$233K
|
-$1.92M
|
-9,261
|
-90%
|
|
|
2005
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$232K
|
+$204K
|
+986
|
New
|
|
|
2006
|
Fidelity International
Hamilton,
Bermuda
|
$232K
|
-$15.8M
|
-76,376
|
-99%
|
|
|
2007
|
MBL Wealth
Charlotte,
North Carolina
|
$232K
|
+$212K
|
+1,020
|
New
|
|
|
2008
|
Stonebridge Capital Management
Los Angeles,
California
|
$232K
|
+$212K
|
+1,020
|
New
|
|
|
2009
|
CRA Financial Services
Northfield,
New Jersey
|
$232K
|
+$211K
|
+1,017
|
New
|
|
|
2010
|
Savvy Advisors Inc
New York
|
$231K
|
+$211K
|
+1,016
|
New
|
|
|
2011
|
Davies Financial Advisors
Murrieta,
California
|
$231K
|
+$211K
|
+1,016
|
New
|
|
|
2012
|
Intrua Financial
Houston,
Texas
|
$231K
|
+$211K
|
+1,016
|
New
|
|
|
2013
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$231K
|
+$210K
|
+1,012
|
New
|
|
|
2014
|
Mosaic Financial Group
Chicago,
Illinois
|
$230K
|
+$209K
|
+1,009
|
New
|
|
|
2015
|
Everpar Advisors
Tulsa,
Oklahoma
|
$230K
|
+$209K
|
+1,010
|
New
|
|
|
2016
|
|
$230K
|
+$209K
|
+1,008
|
New
|
|
|
2017
|
Central Valley Advisors
Sacramento,
California
|
$229K
|
+$209K
|
+1,007
|
New
|
|
|
2018
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$229K
|
+$209K
|
+1,007
|
New
|
|
|
2019
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$229K
|
+$1.04K
|
+5
|
+0.5%
|
|
|
2020
|
Close Asset Management
London,
United Kingdom
|
$228K
|
–
|
–
|
–
|
|
|
2021
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$228K
|
+$207K
|
+1,000
|
New
|
|
|
2022
|
TFB Advisors
Overland Park,
Kansas
|
$228K
|
+$204K
|
+985
|
New
|
|
|
2023
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$228K
|
-$36.3K
|
-175
|
-15%
|
|
|
2024
|
Pathway Financial Advisers
Auburn,
Indiana
|
$228K
|
+$53.3K
|
+257
|
+35%
|
|
|
2025
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$228K
|
-$20.7K
|
-100
|
-9%
|
|
