|
2001
|
Umpqua Bank
Lake Oswego,
Oregon
|
$747K
|
+$13.5K
|
+50
|
+2%
|
|
|
2002
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$746K
|
-$2.68M
|
-9,895
|
-76%
|
|
|
2003
|
Purpose Unlimited Inc
Toronto,
|
$746K
|
+$86.6K
|
+320
|
+12%
|
|
|
2004
|
Truvestments Capital
Sarasota,
Florida
|
$746K
|
-$167K
|
-619
|
-17%
|
|
|
2005
|
|
$745K
|
–
|
–
|
–
|
|
|
2006
|
Auxano Advisors
Bellevue,
Washington
|
$744K
|
-$541
|
-2
|
-0.1%
|
|
|
2007
|
Capital Markets Trading (UK)
London,
United Kingdom
|
$744K
|
+$200K
|
+740
|
+32%
|
|
|
2008
|
Patron Partners
Houston,
Texas
|
$742K
|
+$377K
|
+1,394
|
+84%
|
|
|
2009
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$741K
|
+$21.6K
|
+80
|
+3%
|
|
|
2010
|
Clark Estates Inc
New York
|
$741K
|
–
|
–
|
–
|
|
|
2011
|
DLK Investment Management
Solana Beach,
California
|
$739K
|
-$27.1K
|
-100
|
-3%
|
|
|
2012
|
Sittner & Nelson
Eugene,
Oregon
|
$738K
|
–
|
–
|
–
|
|
|
2013
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$738K
|
-$21.4K
|
-79
|
-3%
|
|
|
2014
|
Pasadena Private Wealth
Pasadena,
California
|
$737K
|
+$13K
|
+48
|
+2%
|
|
|
2015
|
ESL Trust Services
Rochester,
New York
|
$737K
|
-$12.4K
|
-46
|
-1%
|
|
|
2016
|
Smart Portfolios LLC
Seattle,
Washington
|
$736K
|
+$13.5K
|
+50
|
+2%
|
|
|
2017
|
J. Safra Asset Management
New York
|
$736K
|
-$328K
|
-1,211
|
-29%
|
|
|
2018
|
Selective Wealth Management
Forest,
Virginia
|
$736K
|
-$10.3K
|
-38
|
-1%
|
|
|
2019
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$736K
|
-$28.7K
|
-106
|
-3%
|
|
|
2020
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$735K
|
+$34.6K
|
+128
|
+4%
|
|
|
2021
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$735K
|
-$135K
|
-498
|
-14%
|
|
|
2022
|
LRI Investments
Palm Beach Gardens,
Florida
|
$734K
|
-$1.08K
|
-4
|
-0.1%
|
|
|
2023
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$733K
|
+$54.4K
|
+201
|
+7%
|
|
|
2024
|
Insight 2811 Inc
Chicago,
Illinois
|
$732K
|
-$1.62K
|
-6
|
-0.2%
|
|
|
2025
|
SYM Financial Corp
Winona Lake,
Indiana
|
$731K
|
+$97.7K
|
+361
|
+14%
|
|
