|
2001
|
Resolute Capital
Greenville,
South Carolina
|
–
|
-$237K
|
-962
|
Closed
|
|
|
2002
|
Graham Capital Management
Rowayton,
Connecticut
|
–
|
-$235K
|
-955
|
Closed
|
|
|
2003
|
PAX Financial Group
San Antonio,
Texas
|
–
|
-$226K
|
-919
|
Closed
|
|
|
2004
|
A4 Wealth Advisors
Huntersville,
North Carolina
|
–
|
-$224K
|
-911
|
Closed
|
|
|
2005
|
Diversify Advisory Services
Sandy,
Utah
|
–
|
-$229K
|
-869
|
Closed
|
|
|
2006
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
–
|
-$214K
|
-867
|
Closed
|
|
|
2007
|
Stack Financial Management
Whitefish,
Montana
|
–
|
-$212K
|
-860
|
Closed
|
|
|
2008
|
Seven Mile Advisory
Ewing,
New Jersey
|
–
|
-$208K
|
-845
|
Closed
|
|
|
2009
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
–
|
-$207K
|
-840
|
Closed
|
|
|
2010
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$206K
|
-835
|
Closed
|
|
|
2011
|
Genesis Private Wealth
Ashburn,
Virginia
|
–
|
-$206K
|
-835
|
Closed
|
|
|
2012
|
EagleClaw Capital Management
Boston,
Massachusetts
|
–
|
-$203K
|
-825
|
Closed
|
|
|
2013
|
InceptionR
Lafayette,
California
|
–
|
-$202K
|
-819
|
Closed
|
|
|
2014
|
Independent Wealth Network
Urbandale,
Iowa
|
–
|
-$202K
|
-818
|
Closed
|
|
|
2015
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
–
|
-$161K
|
-654
|
Closed
|
|
|
2016
|
Volterra Technologies
New York
|
–
|
-$145K
|
-588
|
Closed
|
|
|
2017
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
–
|
-$144K
|
-586
|
Closed
|
|
|
2018
|
eCIO Inc
Madison,
Wisconsin
|
–
|
-$144K
|
-583
|
Closed
|
|
|
2019
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
–
|
-$132K
|
-537
|
Closed
|
|
|
2020
|
|
–
|
-$139K
|
-511
|
Closed
|
|
|
2021
|
Catalyst Capital Advisors
Huntington,
New York
|
–
|
-$124K
|
-505
|
Closed
|
|
|
2022
|
Quantbot Technologies
New York
|
–
|
-$116K
|
-469
|
Closed
|
|
|
2023
|
New Age Alpha Advisors
Rye,
New York
|
–
|
-$108K
|
-437
|
Closed
|
|
|
2024
|
TCTC Holdings
Dallas,
Texas
|
–
|
-$104K
|
-421
|
Closed
|
|
|
2025
|
Inlight Wealth Management
Atlanta,
Georgia
|
–
|
-$93.3K
|
-379
|
Closed
|
|
