|
2001
|
Capital A Wealth Management
New Castle,
Pennsylvania
|
$773
|
+$811
|
+11
|
New
|
|
|
2002
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$583
|
–
|
–
|
–
|
|
|
2003
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$281
|
–
|
–
|
–
|
|
|
2004
|
Ruedi Wealth Management
Champaign,
Illinois
|
$248
|
–
|
–
|
–
|
|
|
2005
|
Bell Investment Advisors
Oakland,
California
|
$141
|
–
|
–
|
–
|
|
|
2006
|
NBC Securities
Birmingham,
Alabama
|
$113
|
-$118K
|
-1,605
|
-100%
|
|
|
2007
|
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
–
|
-$16.7M
|
-213,608
|
Closed
|
|
|
2008
|
Guidance Capital
Lousville,
Kentucky
|
–
|
-$12.9M
|
-168,629
|
Closed
|
|
|
2009
|
United Services Automobile Association
San Antonio,
Texas
|
–
|
-$10.4M
|
-133,779
|
Closed
|
|
|
2010
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$3.13M
|
-40,151
|
Closed
|
|
|
2011
|
Ocean Park Asset Management
Santa Monica,
California
|
–
|
-$2.31M
|
-29,633
|
Closed
|
|
|
2012
|
Autumn Glory Partners
Dallas,
Texas
|
–
|
-$1.83M
|
-23,400
|
Closed
|
|
|
2013
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
–
|
-$1.68M
|
-21,509
|
Closed
|
|
|
2014
|
Frontier Asset Management
Sheridan,
Wyoming
|
–
|
-$1.53M
|
-19,632
|
Closed
|
|
|
2015
|
Good Life Advisors
Reading,
Pennsylvania
|
–
|
-$1.43M
|
-18,380
|
Closed
|
|
|
2016
|
OneAscent Wealth Management
Birmingham,
Alabama
|
–
|
-$877K
|
-11,231
|
Closed
|
|
|
2017
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
–
|
-$864K
|
-11,065
|
Closed
|
|
|
2018
|
Tidal Investments
Milwaukee,
Wisconsin
|
–
|
-$682K
|
-8,732
|
Closed
|
|
|
2019
|
GTS Securities
Miami,
Florida
|
–
|
-$678K
|
-8,693
|
Closed
|
|
|
2020
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
–
|
-$593K
|
-7,598
|
Closed
|
|
|
2021
|
Armor Investment Advisors
Raleigh,
North Carolina
|
–
|
-$583K
|
-7,470
|
Closed
|
|
|
2022
|
Fiduciary Family Office
Boca Raton,
Florida
|
–
|
-$545K
|
-6,981
|
Closed
|
|
|
2023
|
EPIQ Partners
Minneapolis,
Minnesota
|
–
|
-$522K
|
-6,692
|
Closed
|
|
|
2024
|
Ashton Thomas Securities
Rochester,
New York
|
–
|
-$518K
|
-6,642
|
Closed
|
|
|
2025
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
–
|
-$459K
|
-5,885
|
Closed
|
|
