|
2001
|
Hollow Brook Wealth Management
Katonah,
New York
|
–
|
-$505K
|
-6,664
|
Closed
|
|
|
2002
|
ORG Partners
Roanoke,
Indiana
|
–
|
-$502K
|
-6,600
|
Closed
|
|
|
2003
|
Massachusetts Financial Services
Boston,
Massachusetts
|
–
|
-$491K
|
-6,484
|
Closed
|
|
|
2004
|
Spinnaker Investment Group
Newport Beach,
California
|
–
|
-$474K
|
-6,260
|
Closed
|
|
|
2005
|
GSA Capital Partners
London,
United Kingdom
|
–
|
-$455K
|
-6,000
|
Closed
|
|
|
2006
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
–
|
-$439K
|
-5,796
|
Closed
|
|
|
2007
|
Financial Network Wealth Management
Draper,
Utah
|
–
|
-$425K
|
-5,620
|
Closed
|
|
|
2008
|
Westfield Capital Management
Boston,
Massachusetts
|
–
|
-$422K
|
-5,572
|
Closed
|
|
|
2009
|
Carlson Capital Management
Northfield,
Minnesota
|
–
|
-$420K
|
-5,548
|
Closed
|
|
|
2010
|
Praetorian Wealth Management
Carmel,
California
|
–
|
-$407K
|
-5,376
|
Closed
|
|
|
2011
|
Ithaka Group
Arlington,
Virginia
|
–
|
-$403K
|
-5,320
|
Closed
|
|
|
2012
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
–
|
-$393K
|
-5,184
|
Closed
|
|
|
2013
|
Cutler Group
San Francisco,
California
|
–
|
-$403K
|
-5,008
|
Closed
|
|
|
2014
|
AlphaCore Capital
La Jolla,
California
|
–
|
-$366K
|
-4,832
|
Closed
|
|
|
2015
|
Camarda Financial Advisors
Fleming Island,
Florida
|
–
|
-$360K
|
-4,756
|
Closed
|
|
|
2016
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
–
|
-$355K
|
-4,688
|
Closed
|
|
|
2017
|
Curi Wealth Management
Raleigh,
North Carolina
|
–
|
-$351K
|
-4,628
|
Closed
|
|
|
2018
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
–
|
-$346K
|
-4,560
|
Closed
|
|
|
2019
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
–
|
-$344K
|
-4,536
|
Closed
|
|
|
2020
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
–
|
-$340K
|
-4,476
|
Closed
|
|
|
2021
|
Scarborough Advisors
Annapolis,
Maryland
|
–
|
-$325K
|
-4,288
|
Closed
|
|
|
2022
|
ARS Investment Partners
New York
|
–
|
-$311K
|
-4,100
|
Closed
|
|
|
2023
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
–
|
-$307K
|
-4,044
|
Closed
|
|
|
2024
|
C2C Wealth Management
Scottsdale,
Arizona
|
–
|
-$291K
|
-3,824
|
Closed
|
|
|
2025
|
GSG Advisors
Mount Laurel,
New Jersey
|
–
|
-$259K
|
-3,500
|
Closed
|
|
