|
2001
|
CPA Asset Management
West Palm Beach,
Florida
|
–
|
-$234K
|
-1,058
|
Closed
|
|
|
2002
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
–
|
-$234K
|
-1,058
|
Closed
|
|
|
2003
|
Caitlin John
Brighton,
Michigan
|
–
|
-$233K
|
-1,053
|
Closed
|
|
|
2004
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
–
|
-$231K
|
-1,048
|
Closed
|
|
|
2005
|
Financial Insights
Tacoma,
Washington
|
–
|
-$231K
|
-1,045
|
Closed
|
|
|
2006
|
MJP Associates
Farmington,
Connecticut
|
–
|
-$231K
|
-1,044
|
Closed
|
|
|
2007
|
YHB Investment Advisors
West Hartford,
Connecticut
|
–
|
-$230K
|
-1,043
|
Closed
|
|
|
2008
|
Optivise Advisory Services
Franklin,
Tennessee
|
–
|
-$230K
|
-1,041
|
Closed
|
|
|
2009
|
Flossbach Von Storch
Cologne,
Germany
|
–
|
-$230K
|
-1,040
|
Closed
|
|
|
2010
|
Traveka Wealth
Los Altos,
California
|
–
|
-$229K
|
-1,038
|
Closed
|
|
|
2011
|
Everett Harris & Co
Los Angeles,
California
|
–
|
-$228K
|
-1,032
|
Closed
|
|
|
2012
|
Sonora Investment Management Group
Tucson,
Arizona
|
–
|
-$227K
|
-1,029
|
Closed
|
|
|
2013
|
Forthright Family Wealth Advisory
Houston,
Texas
|
–
|
-$227K
|
-1,028
|
Closed
|
|
|
2014
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
–
|
-$218K
|
-1,025
|
Closed
|
|
|
2015
|
First Foundation Advisors
Irvine,
California
|
–
|
-$225K
|
-1,021
|
Closed
|
|
|
2016
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
–
|
-$225K
|
-1,018
|
Closed
|
|
|
2017
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
–
|
-$224K
|
-1,015
|
Closed
|
|
|
2018
|
Holland Advisory Services
Ormond Beach,
Florida
|
–
|
-$224K
|
-1,014
|
Closed
|
|
|
2019
|
Foster Group
West Des Moines,
Iowa
|
–
|
-$222K
|
-1,004
|
Closed
|
|
|
2020
|
1492 Capital Management
Milwaukee,
Wisconsin
|
–
|
-$221K
|
-1,000
|
Closed
|
|
|
2021
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
–
|
-$221K
|
-1,000
|
Closed
|
|
|
2022
|
Cercano Management
Bellevue,
Washington
|
–
|
-$221K
|
-1,000
|
Closed
|
|
|
2023
|
Challenger Wealth Management
Aliso Viejo,
California
|
–
|
-$221K
|
-1,000
|
Closed
|
|
|
2024
|
Eight 31 Financial
Midland,
Texas
|
–
|
-$221K
|
-1,000
|
Closed
|
|
|
2025
|
Proactive Wealth Strategies
Marietta,
Georgia
|
–
|
-$221K
|
-1,000
|
Closed
|
|
