|
2001
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
–
|
-$343K
|
-1,966
|
Closed
|
|
|
2002
|
Compton Capital Management
Providence,
Rhode Island
|
–
|
-$334K
|
-1,916
|
Closed
|
|
|
2003
|
GFG Capital
Miami,
Florida
|
–
|
-$330K
|
-1,891
|
Closed
|
|
|
2004
|
Family Management
New York
|
–
|
-$323K
|
-1,854
|
Closed
|
|
|
2005
|
Psagot Value Holdings
Tel Aviv,
Israel
|
–
|
-$297K
|
-1,703
|
Closed
|
|
|
2006
|
Tran Capital Management
San Rafael,
California
|
–
|
-$296K
|
-1,699
|
Closed
|
|
|
2007
|
Highview Capital Management
Buffalo Grove,
Illinois
|
–
|
-$292K
|
-1,675
|
Closed
|
|
|
2008
|
Silver Oak Securities
Jackson,
Tennessee
|
–
|
-$287K
|
-1,644
|
Closed
|
|
|
2009
|
Truepoint Inc
Cincinnati,
Ohio
|
–
|
-$272K
|
-1,558
|
Closed
|
|
|
2010
|
Renasant Bank
Tupelo,
Mississippi
|
–
|
-$270K
|
-1,547
|
Closed
|
|
|
2011
|
|
–
|
-$269K
|
-1,540
|
Closed
|
|
|
2012
|
Legacy Financial Strategies
Overland Park,
Kansas
|
–
|
-$264K
|
-1,515
|
Closed
|
|
|
2013
|
Financial Alternatives
La Jolla,
California
|
–
|
-$258K
|
-1,478
|
Closed
|
|
|
2014
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
–
|
-$252K
|
-1,444
|
Closed
|
|
|
2015
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$251K
|
-1,441
|
Closed
|
|
|
2016
|
Darwin Wealth Management
Tampa,
Florida
|
–
|
-$268K
|
-1,435
|
Closed
|
|
|
2017
|
Red Door Wealth Management
Memphis,
Tennessee
|
–
|
-$250K
|
-1,434
|
Closed
|
|
|
2018
|
Divergent Wealth Advisors
South Jordan,
Utah
|
–
|
-$234K
|
-1,341
|
Closed
|
|
|
2019
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
–
|
-$232K
|
-1,333
|
Closed
|
|
|
2020
|
Gallacher Capital Management
Lone Tree,
Colorado
|
–
|
-$231K
|
-1,325
|
Closed
|
|
|
2021
|
SFI Advisors
Montclair,
New Jersey
|
–
|
-$229K
|
-1,315
|
Closed
|
|
|
2022
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
–
|
-$228K
|
-1,308
|
Closed
|
|
|
2023
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
–
|
-$223K
|
-1,278
|
Closed
|
|
|
2024
|
ESL Trust Services
Rochester,
New York
|
–
|
-$220K
|
-1,260
|
Closed
|
|
|
2025
|
One Wealth Advisors
San Francisco,
California
|
–
|
-$219K
|
-1,256
|
Closed
|
|
