|
2001
|
|
–
|
-$953K
|
-4,450
|
Closed
|
|
|
2002
|
Western Wealth Management
Golden,
Colorado
|
–
|
-$938K
|
-4,375
|
Closed
|
|
|
2003
|
Forum Financial Management
Lombard,
Illinois
|
–
|
-$921K
|
-4,300
|
Closed
|
|
|
2004
|
Rational Advisors
Huntington,
New York
|
–
|
-$868K
|
-4,050
|
Closed
|
|
|
2005
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
–
|
-$830K
|
-3,875
|
Closed
|
|
|
2006
|
First Merchants Corp
Muncie,
Indiana
|
–
|
-$739K
|
-3,450
|
Closed
|
|
|
2007
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$734K
|
-3,425
|
Closed
|
|
|
2008
|
Versor Investments
New York
|
–
|
-$734K
|
-3,425
|
Closed
|
|
|
2009
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
–
|
-$684K
|
-3,400
|
Closed
|
|
|
2010
|
Fiduciary Family Office
Boca Raton,
Florida
|
–
|
-$712K
|
-3,325
|
Closed
|
|
|
2011
|
Conway Capital Management
Burbank,
California
|
–
|
-$611K
|
-2,850
|
Closed
|
|
|
2012
|
Deltec Asset Management
New York
|
–
|
-$594K
|
-2,775
|
Closed
|
|
|
2013
|
Kaufman Rossin Wealth
Miami,
Florida
|
–
|
-$593K
|
-2,775
|
Closed
|
|
|
2014
|
Matrix Trust Company
Denver,
Colorado
|
–
|
-$562K
|
-2,625
|
Closed
|
|
|
2015
|
Mirabella Financial Services
London,
United Kingdom
|
–
|
-$562K
|
-2,625
|
Closed
|
|
|
2016
|
Hoey Investments
Coatesville,
Pennsylvania
|
–
|
-$536K
|
-2,500
|
Closed
|
|
|
2017
|
Summit Securities Group
New York
|
–
|
-$525K
|
-2,450
|
Closed
|
|
|
2018
|
One Plus One Wealth Management
Jupiter,
Florida
|
–
|
-$519K
|
-2,425
|
Closed
|
|
|
2019
|
Cynosure Group
Salt Lake City,
Utah
|
–
|
-$509K
|
-2,375
|
Closed
|
|
|
2020
|
Round Rock Advisors
Wilton,
Connecticut
|
–
|
-$466K
|
-2,175
|
Closed
|
|
|
2021
|
Western Financial Corp
San Diego,
California
|
–
|
-$467K
|
-2,175
|
Closed
|
|
|
2022
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
–
|
-$439K
|
-2,050
|
Closed
|
|
|
2023
|
Icon Wealth Advisors
Houston,
Texas
|
–
|
-$384K
|
-1,850
|
Closed
|
|
|
2024
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
–
|
-$396K
|
-1,850
|
Closed
|
|
|
2025
|
Stevens Capital Management
Radnor,
Pennsylvania
|
–
|
-$391K
|
-1,825
|
Closed
|
|
