|
2001
|
Mission Financial Group
Las Vegas,
Nevada
|
$224K
|
+$259K
|
+2,501
|
New
|
|
|
2002
|
Human Investing
Lake Oswego,
Oregon
|
$223K
|
-$68.5K
|
-663
|
-23%
|
|
|
2003
|
MBL Wealth
Charlotte,
North Carolina
|
$223K
|
+$235K
|
+2,272
|
New
|
|
|
2004
|
Umpqua Bank
Lake Oswego,
Oregon
|
$223K
|
-$19.7K
|
-191
|
-8%
|
|
|
2005
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$223K
|
-$47.6K
|
-460
|
-17%
|
|
|
2006
|
IFG Advisory
Atlanta,
Georgia
|
$222K
|
+$234K
|
+2,267
|
New
|
|
|
2007
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$222K
|
+$517
|
+5
|
+0.2%
|
|
|
2008
|
Bruce G. Allen Investments
Denver,
Colorado
|
$222K
|
+$28.2K
|
+273
|
+14%
|
|
|
2009
|
Capula Management
Grand Cayman,
Cayman Islands
|
$221K
|
-$109K
|
-1,059
|
-32%
|
|
|
2010
|
ETF Store
Overland Park,
Kansas
|
$220K
|
+$1.03K
|
+10
|
+0.4%
|
|
|
2011
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$220K
|
+$232K
|
+2,245
|
New
|
|
|
2012
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$220K
|
+$232K
|
+2,240
|
New
|
|
|
2013
|
Millennium Management
New York
|
$220K
|
-$140M
|
-1,353,912
|
-100%
|
|
|
2014
|
Sovereign Financial Group
Stamford,
Connecticut
|
$220K
|
-$3.72K
|
-36
|
-2%
|
|
|
2015
|
CLG LLC
Long Beach,
California
|
$220K
|
-$13.4K
|
-130
|
-5%
|
|
|
2016
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$219K
|
-$11.2K
|
-108
|
-5%
|
|
|
2017
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$219K
|
+$17.4K
|
+168
|
+8%
|
|
|
2018
|
Sand Hill Global Advisors
Palo Alto,
California
|
$218K
|
-$4.24K
|
-41
|
-2%
|
|
|
2019
|
Neville Rodie & Shaw
New York
|
$218K
|
+$229K
|
+2,220
|
New
|
|
|
2020
|
V-Square Quantitative Management
Chicago,
Illinois
|
$218K
|
+$1.34K
|
+13
|
+0.6%
|
|
|
2021
|
WealthPLAN Partners
Omaha,
Nebraska
|
$218K
|
+$229K
|
+2,220
|
New
|
|
|
2022
|
Austin Private Wealth
Austin,
Texas
|
$217K
|
+$229K
|
+2,215
|
New
|
|
|
2023
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$217K
|
+$229K
|
+2,211
|
New
|
|
|
2024
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$217K
|
–
|
–
|
–
|
|
|
2025
|
Summit Financial Strategies
Columbus,
Ohio
|
$216K
|
+$228K
|
+2,206
|
New
|
|
