|
2001
|
Lavaca Capital
Houston,
Texas
|
–
|
-$270K
|
-2,791
|
Closed
|
|
|
2002
|
TrueWealth Advisors
Birmingham,
Alabama
|
–
|
-$263K
|
-2,718
|
Closed
|
|
|
2003
|
Financial Harvest
Winter Park,
Florida
|
–
|
-$262K
|
-2,706
|
Closed
|
|
|
2004
|
|
–
|
-$262K
|
-2,700
|
Closed
|
|
|
2005
|
Noesis Capital Mangement
Boca Raton,
Florida
|
–
|
-$255K
|
-2,627
|
Closed
|
|
|
2006
|
Signal Tree Financial Partners
Copley,
Ohio
|
–
|
-$254K
|
-2,618
|
Closed
|
|
|
2007
|
Liberty Wealth Management
Oakland,
California
|
–
|
-$251K
|
-2,595
|
Closed
|
|
|
2008
|
INVST
Indianapolis,
Indiana
|
–
|
-$251K
|
-2,588
|
Closed
|
|
|
2009
|
Commons Capital
Needham,
Massachusetts
|
–
|
-$248K
|
-2,559
|
Closed
|
|
|
2010
|
Advisory Resource Group
Tulsa,
Oklahoma
|
–
|
-$248K
|
-2,558
|
Closed
|
|
|
2011
|
Plancorp LLC
Saint Louis,
Missouri
|
–
|
-$245K
|
-2,528
|
Closed
|
|
|
2012
|
Cascade Investment Advisors
Oregon City,
Oregon
|
–
|
-$242K
|
-2,500
|
Closed
|
|
|
2013
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
–
|
-$242K
|
-2,493
|
Closed
|
|
|
2014
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
–
|
-$238K
|
-2,480
|
Closed
|
|
|
2015
|
Dynamic Financial Group
Cedar Falls,
Iowa
|
–
|
-$239K
|
-2,464
|
Closed
|
|
|
2016
|
Watchman Group
Plano,
Texas
|
–
|
-$237K
|
-2,448
|
Closed
|
|
|
2017
|
Harbor Group
Bedford,
New Hampshire
|
–
|
-$237K
|
-2,445
|
Closed
|
|
|
2018
|
Edgestream Partners
Princeton,
New Jersey
|
–
|
-$236K
|
-2,432
|
Closed
|
|
|
2019
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
–
|
-$233K
|
-2,400
|
Closed
|
|
|
2020
|
Essex Financial Services
Essex,
Connecticut
|
–
|
-$232K
|
-2,394
|
Closed
|
|
|
2021
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
–
|
-$231K
|
-2,388
|
Closed
|
|
|
2022
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
–
|
-$221K
|
-2,282
|
Closed
|
|
|
2023
|
Gallagher Capital Advisors
Argyle,
Texas
|
–
|
-$220K
|
-2,269
|
Closed
|
|
|
2024
|
1900 Wealth Management
San Antonio,
Texas
|
–
|
-$218K
|
-2,247
|
Closed
|
|
|
2025
|
Marino Stram & Associates
Braintree,
Massachusetts
|
–
|
-$216K
|
-2,229
|
Closed
|
|
