|
2001
|
Whalen Wealth Management
Las Vegas,
Nevada
|
–
|
-$291K
|
-3,200
|
Closed
|
|
|
2002
|
Moloney Securities Asset Management
Manchester,
Missouri
|
–
|
-$280K
|
-3,080
|
Closed
|
|
|
2003
|
Central Valley Advisors
Sacramento,
California
|
–
|
-$275K
|
-3,026
|
Closed
|
|
|
2004
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
–
|
-$272K
|
-2,991
|
Closed
|
|
|
2005
|
Catalina Capital Group
Torrance,
California
|
–
|
-$272K
|
-2,990
|
Closed
|
|
|
2006
|
Secure Asset Management
Troy,
Michigan
|
–
|
-$272K
|
-2,988
|
Closed
|
|
|
2007
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
–
|
-$271K
|
-2,977
|
Closed
|
|
|
2008
|
Mairs & Power Inc
St Paul,
Minnesota
|
–
|
-$244K
|
-2,686
|
Closed
|
|
|
2009
|
Scientech Research LLC
Jersey City,
New Jersey
|
–
|
-$230K
|
-2,528
|
Closed
|
|
|
2010
|
Quantum Financial Advisors
El Segundo,
California
|
–
|
-$230K
|
-2,526
|
Closed
|
|
|
2011
|
Portfolio Design Labs
Encino,
California
|
–
|
-$228K
|
-2,512
|
Closed
|
|
|
2012
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
–
|
-$227K
|
-2,496
|
Closed
|
|
|
2013
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
–
|
-$225K
|
-2,480
|
Closed
|
|
|
2014
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
–
|
-$224K
|
-2,462
|
Closed
|
|
|
2015
|
Sutton Place Investors
Katonah,
New York
|
–
|
-$220K
|
-2,417
|
Closed
|
|
|
2016
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
–
|
-$214K
|
-2,352
|
Closed
|
|
|
2017
|
USA Financial Formulas
Ada,
Michigan
|
–
|
-$212K
|
-2,334
|
Closed
|
|
|
2018
|
Advisor OS
Chicago,
Illinois
|
–
|
-$209K
|
-2,304
|
Closed
|
|
|
2019
|
Group One Trading
Chicago,
Illinois
|
–
|
-$206K
|
-2,304
|
Closed
|
|
|
2020
|
Dynamic Technology Lab
Singapore
|
–
|
-$208K
|
-2,283
|
Closed
|
|
|
2021
|
Monument Capital Management
Alexandria,
Virginia
|
–
|
-$204K
|
-2,243
|
Closed
|
|
|
2022
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
–
|
-$203K
|
-2,233
|
Closed
|
|
|
2023
|
Connecticut Wealth Management
Farmington,
Connecticut
|
–
|
-$203K
|
-2,231
|
Closed
|
|
|
2024
|
Westover Capital Advisors
Wilmington,
Delaware
|
–
|
-$200K
|
-2,205
|
Closed
|
|
|
2025
|
Elk River Wealth Management
Denver,
Colorado
|
–
|
-$200K
|
-2,200
|
Closed
|
|
