|
2001
|
Calamos Advisors
Naperville,
Illinois
|
–
|
-$1.88M
|
-8,782
|
Closed
|
|
|
2002
|
Readystate Asset Management
Chicago,
Illinois
|
–
|
-$1.49M
|
-6,972
|
Closed
|
|
|
2003
|
Jump Financial
Chicago,
Illinois
|
–
|
-$1.35M
|
-6,341
|
Closed
|
|
|
2004
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
–
|
-$1.28M
|
-5,975
|
Closed
|
|
|
2005
|
KMG Fiduciary Partners
Toledo,
Ohio
|
–
|
-$1.24M
|
-5,818
|
Closed
|
|
|
2006
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$1.16M
|
-5,411
|
Closed
|
|
|
2007
|
Wise Wealth Partners
Phoenix,
Arizona
|
–
|
-$1.03M
|
-4,839
|
Closed
|
|
|
2008
|
Forthright Family Wealth Advisory
Houston,
Texas
|
–
|
-$694K
|
-3,876
|
Closed
|
|
|
2009
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
–
|
-$720K
|
-3,368
|
Closed
|
|
|
2010
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$712K
|
-3,332
|
Closed
|
|
|
2011
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
–
|
-$566K
|
-2,649
|
Closed
|
|
|
2012
|
Bingham Private Wealth
San Francisco,
California
|
–
|
-$545K
|
-2,549
|
Closed
|
|
|
2013
|
Hamlin Capital Management
New York
|
–
|
-$491K
|
-2,299
|
Closed
|
|
|
2014
|
NVWM LLC
Yardley,
Pennsylvania
|
–
|
-$458K
|
-2,144
|
Closed
|
|
|
2015
|
LWM Advisory Services
Plantation,
Florida
|
–
|
-$424K
|
-1,983
|
Closed
|
|
|
2016
|
Harold Davidson & Associates
Los Angeles,
California
|
–
|
-$387K
|
-1,810
|
Closed
|
|
|
2017
|
MJP Associates
Farmington,
Connecticut
|
–
|
-$369K
|
-1,725
|
Closed
|
|
|
2018
|
Plancorp LLC
Saint Louis,
Missouri
|
–
|
-$362K
|
-1,632
|
Closed
|
|
|
2019
|
Hansen & Associates Financial Group
Roseville,
California
|
–
|
-$344K
|
-1,596
|
Closed
|
|
|
2020
|
Third View Private Wealth
Westport,
Connecticut
|
–
|
-$325K
|
-1,521
|
Closed
|
|
|
2021
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
–
|
-$312K
|
-1,458
|
Closed
|
|
|
2022
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$302K
|
-1,412
|
Closed
|
|
|
2023
|
Net Worth Advisory Group
Sandy,
Utah
|
–
|
-$301K
|
-1,408
|
Closed
|
|
|
2024
|
Van Diest Capital
Poly City,
Iowa
|
–
|
-$290K
|
-1,358
|
Closed
|
|
|
2025
|
EnRich Financial Partners
Madison,
Wisconsin
|
–
|
-$285K
|
-1,334
|
Closed
|
|
