|
2001
|
WMS Partners
Towson,
Maryland
|
–
|
-$639K
|
-8,455
|
Closed
|
|
|
2002
|
O'Dell Group
Cincinnati,
Ohio
|
–
|
-$635K
|
-8,401
|
Closed
|
|
|
2003
|
Hardy Reed
Tupelo,
Mississippi
|
–
|
-$580K
|
-7,670
|
Closed
|
|
|
2004
|
Jay A. Fishman Ltd
Troy,
Michigan
|
–
|
-$552K
|
-7,300
|
Closed
|
|
|
2005
|
|
–
|
-$548K
|
-7,247
|
Closed
|
|
|
2006
|
William Blair Investment Management
Chicago,
Illinois
|
–
|
-$532K
|
-7,037
|
Closed
|
|
|
2007
|
Topel & Distasi Wealth Management
Berkeley,
California
|
–
|
-$531K
|
-7,019
|
Closed
|
|
|
2008
|
Signal Advisors Wealth
Detroit,
Michigan
|
–
|
-$530K
|
-7,005
|
Closed
|
|
|
2009
|
Fogel Capital Management
Stuart,
Florida
|
–
|
-$501K
|
-6,625
|
Closed
|
|
|
2010
|
CenterStar Asset Management
Chicago,
Illinois
|
–
|
-$485K
|
-6,423
|
Closed
|
|
|
2011
|
SOL Capital Management
Rockville,
Maryland
|
–
|
-$469K
|
-6,200
|
Closed
|
|
|
2012
|
Foguth Wealth Management
Brighton,
Michigan
|
–
|
-$486K
|
-6,131
|
Closed
|
|
|
2013
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
–
|
-$455K
|
-6,017
|
Closed
|
|
|
2014
|
Great Lakes Advisors
Chicago,
Illinois
|
–
|
-$378K
|
-5,000
|
Closed
|
|
|
2015
|
Gutierrez Wealth Advisory
Little Rock,
Arkansas
|
–
|
-$365K
|
-4,833
|
Closed
|
|
|
2016
|
Bellwether Advisors
Lincoln,
Nebraska
|
–
|
-$333K
|
-4,401
|
Closed
|
|
|
2017
|
First City Capital Management
Savannah,
Georgia
|
–
|
-$318K
|
-4,200
|
Closed
|
|
|
2018
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
–
|
-$287K
|
-3,790
|
Closed
|
|
|
2019
|
Nottingham Advisors
Amherst,
New York
|
–
|
-$277K
|
-3,659
|
Closed
|
|
|
2020
|
Berkshire Money Management
Dalton,
Massachusetts
|
–
|
-$276K
|
-3,654
|
Closed
|
|
|
2021
|
BKM Wealth Management
Brookfield,
Wisconsin
|
–
|
-$270K
|
-3,572
|
Closed
|
|
|
2022
|
Aureus Asset Management
Boston,
Massachusetts
|
–
|
-$255K
|
-3,372
|
Closed
|
|
|
2023
|
Montag & Caldwell
Atlanta,
Georgia
|
–
|
-$249K
|
-3,298
|
Closed
|
|
|
2024
|
17 Capital Partners
Pheonix,
Arizona
|
–
|
-$242K
|
-3,199
|
Closed
|
|
|
2025
|
Everpar Advisors
Tulsa,
Oklahoma
|
–
|
-$235K
|
-3,109
|
Closed
|
|
