|
2001
|
|
–
|
-$235K
|
-2,666
|
Closed
|
|
|
2002
|
Greenline Wealth Management
Boca Raton,
Florida
|
–
|
-$235K
|
-2,666
|
Closed
|
|
|
2003
|
Crosspoint Financial
Tustin,
California
|
–
|
-$233K
|
-2,646
|
Closed
|
|
|
2004
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
–
|
-$233K
|
-2,641
|
Closed
|
|
|
2005
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
–
|
-$232K
|
-2,635
|
Closed
|
|
|
2006
|
Signet Private Wealth
Chicago,
Illinois
|
–
|
-$230K
|
-2,614
|
Closed
|
|
|
2007
|
Schnieders Capital Management
Pasadena,
California
|
–
|
-$229K
|
-2,592
|
Closed
|
|
|
2008
|
Trilogy Capital
Irvine,
California
|
–
|
-$228K
|
-2,591
|
Closed
|
|
|
2009
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
–
|
-$227K
|
-2,571
|
Closed
|
|
|
2010
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
–
|
-$226K
|
-2,569
|
Closed
|
|
|
2011
|
Oak Harvest Investment Services
Houston,
Texas
|
–
|
-$226K
|
-2,562
|
Closed
|
|
|
2012
|
Stratos Investment Management
Beachwood,
Ohio
|
–
|
-$226K
|
-2,562
|
Closed
|
|
|
2013
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
–
|
-$225K
|
-2,555
|
Closed
|
|
|
2014
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
–
|
-$225K
|
-2,553
|
Closed
|
|
|
2015
|
Parallax Volatility Advisers
San Francisco,
California
|
–
|
-$225K
|
-2,550
|
Closed
|
|
|
2016
|
Kooman & Associates
Altoona,
Pennsylvania
|
–
|
-$225K
|
-2,547
|
Closed
|
|
|
2017
|
Richard Young Associates
Augusta,
Georgia
|
–
|
-$224K
|
-2,538
|
Closed
|
|
|
2018
|
Richmond Investment Services
Mequon,
Wisconsin
|
–
|
-$224K
|
-2,537
|
Closed
|
|
|
2019
|
Evernest Financial Advisors
Carmel,
Indiana
|
–
|
-$223K
|
-2,534
|
Closed
|
|
|
2020
|
Flynn Zito Capital Management
Garden City,
New York
|
–
|
-$223K
|
-2,525
|
Closed
|
|
|
2021
|
Journey Beyond Wealth
Roswell,
Georgia
|
–
|
-$223K
|
-2,525
|
Closed
|
|
|
2022
|
Ergawealth Advisors
Oak Brook,
Illinois
|
–
|
-$222K
|
-2,522
|
Closed
|
|
|
2023
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
–
|
-$221K
|
-2,512
|
Closed
|
|
|
2024
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$221K
|
-2,511
|
Closed
|
|
|
2025
|
Vann Equity Management
Plano,
Texas
|
–
|
-$221K
|
-2,508
|
Closed
|
|
