|
2001
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
–
|
-$120K
|
-1,237
|
Closed
|
|
|
2002
|
Security National Bank
Omaha,
Nebraska
|
–
|
-$108K
|
-1,116
|
Closed
|
|
|
2003
|
Blue Chip Partners
Farmington Hills,
Michigan
|
–
|
-$106K
|
-1,096
|
Closed
|
|
|
2004
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
–
|
-$93K
|
-955
|
Closed
|
|
|
2005
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
–
|
-$89K
|
-917
|
Closed
|
|
|
2006
|
Platinum Investment Management
Sydney Australia 2000,
Australia
|
–
|
-$88.2K
|
-909
|
Closed
|
|
|
2007
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
–
|
-$84.8K
|
-874
|
Closed
|
|
|
2008
|
Lazard Asset Management
New York
|
–
|
-$83K
|
-858
|
Closed
|
|
|
2009
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
–
|
-$77K
|
-793
|
Closed
|
|
|
2010
|
AJOVista
Boston,
Massachusetts
|
–
|
-$67.3K
|
-694
|
Closed
|
|
|
2011
|
Northwest Financial Advisors
Herndon,
Virginia
|
–
|
-$62.4K
|
-643
|
Closed
|
|
|
2012
|
Focused Wealth Management
Newburgh,
New York
|
–
|
-$48.5K
|
-499
|
Closed
|
|
|
2013
|
Livelsberger Financial Advisory
Ashland,
Ohio
|
–
|
-$48K
|
-495
|
Closed
|
|
|
2014
|
EdgeRock Capital
Denver,
Colorado
|
–
|
-$39.6K
|
-411
|
Closed
|
|
|
2015
|
Lee Financial
Dallas,
Texas
|
–
|
-$32.3K
|
-333
|
Closed
|
|
|
2016
|
West Tower Group
Richmond,
Virginia
|
–
|
-$29.2K
|
-301
|
Closed
|
|
|
2017
|
Global Financial Private Client
Sarasota,
Florida
|
–
|
-$29.1K
|
-300
|
Closed
|
|
|
2018
|
O'Dell Group
Cincinnati,
Ohio
|
–
|
-$27.5K
|
-283
|
Closed
|
|
|
2019
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
–
|
-$24.4K
|
-251
|
Closed
|
|
|
2020
|
Activest Wealth Management
Aventure,
Florida
|
–
|
-$19K
|
-200
|
Closed
|
|
|
2021
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
–
|
-$17K
|
-172
|
Closed
|
|
|
2022
|
Headlands Technologies
Chicago,
Illinois
|
–
|
-$15.6K
|
-161
|
Closed
|
|
|
2023
|
Cutler Group
San Francisco,
California
|
–
|
-$11.9K
|
-125
|
Closed
|
|
|
2024
|
Clean Yield Group
Norwich,
Vermont
|
–
|
-$9.7K
|
-100
|
Closed
|
|
|
2025
|
Bourgeon Capital Management
Darien,
Connecticut
|
–
|
-$9.03K
|
-93
|
Closed
|
|
