|
2001
|
Affiance Financial
St. Louis Park,
Minnesota
|
–
|
-$414K
|
-2,211
|
Closed
|
|
|
2002
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
–
|
-$394K
|
-2,103
|
Closed
|
|
|
2003
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
–
|
-$393K
|
-2,097
|
Closed
|
|
|
2004
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
–
|
-$379K
|
-2,023
|
Closed
|
|
|
2005
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
–
|
-$369K
|
-1,968
|
Closed
|
|
|
2006
|
Finer Wealth Management
Salem,
Massachusetts
|
–
|
-$356K
|
-1,901
|
Closed
|
|
|
2007
|
ABLE Financial Group
Scottsdale,
Arizona
|
–
|
-$328K
|
-1,749
|
Closed
|
|
|
2008
|
Calton & Associates
Tampa,
Florida
|
–
|
-$303K
|
-1,616
|
Closed
|
|
|
2009
|
Everhart Financial Group
Dublin,
Ohio
|
–
|
-$234K
|
-1,603
|
Closed
|
|
|
2010
|
Baugh & Associates
Atlanta,
Georgia
|
–
|
-$295K
|
-1,577
|
Closed
|
|
|
2011
|
Polen Capital Management
Boca Raton,
Florida
|
–
|
-$260K
|
-1,388
|
Closed
|
|
|
2012
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
–
|
-$258K
|
-1,376
|
Closed
|
|
|
2013
|
Ironwood Investment Management
Boston,
Massachusetts
|
–
|
-$249K
|
-1,330
|
Closed
|
|
|
2014
|
Cora Capital Advisors
Marlton,
New Jersey
|
–
|
-$249K
|
-1,327
|
Closed
|
|
|
2015
|
Deltec Asset Management
New York
|
–
|
-$245K
|
-1,310
|
Closed
|
|
|
2016
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
–
|
-$243K
|
-1,298
|
Closed
|
|
|
2017
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$241K
|
-1,288
|
Closed
|
|
|
2018
|
Eastern Bank
Boston,
Massachusetts
|
–
|
-$235K
|
-1,255
|
Closed
|
|
|
2019
|
Dearborn Partners
Chicago,
Illinois
|
–
|
-$228K
|
-1,219
|
Closed
|
|
|
2020
|
American Trust
Lexington,
Kentucky
|
–
|
-$226K
|
-1,204
|
Closed
|
|
|
2021
|
Journey Advisory Group
Covington,
Kentucky
|
–
|
-$221K
|
-1,182
|
Closed
|
|
|
2022
|
Capital Insight Partners
Scottsdale,
Arizona
|
–
|
-$211K
|
-1,125
|
Closed
|
|
|
2023
|
ESL Trust Services
Rochester,
New York
|
–
|
-$210K
|
-1,120
|
Closed
|
|
|
2024
|
Checchi Capital Advisers
Beverly Hills,
California
|
–
|
-$210K
|
-1,119
|
Closed
|
|
|
2025
|
Alamar Capital Management
Santa Barbara,
California
|
–
|
-$209K
|
-1,116
|
Closed
|
|
