|
2001
|
McNamara Financial Services
Marshfield,
Massachusetts
|
–
|
-$292K
|
-2,817
|
Closed
|
|
|
2002
|
Blueshift Asset Management
Red Bank,
New Jersey
|
–
|
-$273K
|
-2,633
|
Closed
|
|
|
2003
|
Virtus Investment Advisers
Hartford,
Connecticut
|
–
|
-$265K
|
-2,550
|
Closed
|
|
|
2004
|
Apricus Wealth
Beaufort,
South Carolina
|
–
|
-$264K
|
-2,540
|
Closed
|
|
|
2005
|
Angeles Investment Advisors
Santa Monica,
California
|
–
|
-$259K
|
-2,492
|
Closed
|
|
|
2006
|
Apexium Financial
Dallas,
Texas
|
–
|
-$255K
|
-2,459
|
Closed
|
|
|
2007
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
–
|
-$253K
|
-2,438
|
Closed
|
|
|
2008
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
–
|
-$251K
|
-2,417
|
Closed
|
|
|
2009
|
Baron Wealth Management
Troy,
Michigan
|
–
|
-$245K
|
-2,363
|
Closed
|
|
|
2010
|
Beese Fulmer Investment Management
Canton,
Ohio
|
–
|
-$243K
|
-2,339
|
Closed
|
|
|
2011
|
Howard Capital Management Group
Los Angeles,
California
|
–
|
-$242K
|
-2,333
|
Closed
|
|
|
2012
|
|
–
|
-$241K
|
-2,318
|
Closed
|
|
|
2013
|
Washington Trust Bank
Spokane,
Washington
|
–
|
-$239K
|
-2,302
|
Closed
|
|
|
2014
|
Journey Strategic Wealth
Summit,
New Jersey
|
–
|
-$237K
|
-2,280
|
Closed
|
|
|
2015
|
SYM Financial Corp
Winona Lake,
Indiana
|
–
|
-$235K
|
-2,259
|
Closed
|
|
|
2016
|
Fiducient Advisors
Chicago,
Illinois
|
–
|
-$232K
|
-2,231
|
Closed
|
|
|
2017
|
Bank of Hawaii
Honolulu,
Hawaii
|
–
|
-$230K
|
-2,220
|
Closed
|
|
|
2018
|
McGowan Group Asset Management
Dallas,
Texas
|
–
|
-$230K
|
-2,217
|
Closed
|
|
|
2019
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$229K
|
-2,207
|
Closed
|
|
|
2020
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
–
|
-$229K
|
-2,202
|
Closed
|
|
|
2021
|
Winthrop Advisory Group
Boston,
Massachusetts
|
–
|
-$226K
|
-2,182
|
Closed
|
|
|
2022
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
–
|
-$226K
|
-2,174
|
Closed
|
|
|
2023
|
Collective Family Office
York,
Pennsylvania
|
–
|
-$225K
|
-2,165
|
Closed
|
|
|
2024
|
Rockbridge Investment Management
Syracuse,
New York
|
–
|
-$224K
|
-2,161
|
Closed
|
|
|
2025
|
Chatham Capital Group
Savannah,
Georgia
|
–
|
-$224K
|
-2,160
|
Closed
|
|
