|
2001
|
Ellington Management Group
Old Greenwich,
Connecticut
|
–
|
-$229K
|
-5,000
|
Closed
|
|
|
2002
|
Venturi Wealth Management
Austin,
Texas
|
–
|
-$227K
|
-4,956
|
Closed
|
|
|
2003
|
Foster & Motley
Cincinnati,
Ohio
|
–
|
-$225K
|
-4,894
|
Closed
|
|
|
2004
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
–
|
-$218K
|
-4,743
|
Closed
|
|
|
2005
|
Canal Capital Management
Richmond,
Virginia
|
–
|
-$217K
|
-4,732
|
Closed
|
|
|
2006
|
Kalos Management
Alpharetta,
Georgia
|
–
|
-$215K
|
-4,727
|
Closed
|
|
|
2007
|
Allen Capital Group
Grand Island,
Nebraska
|
–
|
-$216K
|
-4,706
|
Closed
|
|
|
2008
|
Barber Financial Group
Lenexa,
Kansas
|
–
|
-$216K
|
-4,705
|
Closed
|
|
|
2009
|
Annex Advisory Services
Brookfield,
Wisconsin
|
–
|
-$214K
|
-4,662
|
Closed
|
|
|
2010
|
Zevin Asset Management
Boston,
Massachusetts
|
–
|
-$213K
|
-4,644
|
Closed
|
|
|
2011
|
Amarillo National Bank
Amarillo,
Texas
|
–
|
-$213K
|
-4,634
|
Closed
|
|
|
2012
|
East Coast Asset Management
Essex,
Massachusetts
|
–
|
-$212K
|
-4,628
|
Closed
|
|
|
2013
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
–
|
-$212K
|
-4,619
|
Closed
|
|
|
2014
|
Nottingham Advisors
Amherst,
New York
|
–
|
-$211K
|
-4,596
|
Closed
|
|
|
2015
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
–
|
-$209K
|
-4,550
|
Closed
|
|
|
2016
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
–
|
-$209K
|
-4,545
|
Closed
|
|
|
2017
|
Castle Rock Wealth Management
Walnut Creek,
California
|
–
|
-$208K
|
-4,528
|
Closed
|
|
|
2018
|
Evanston Advisors
Schaumburg,
Illinois
|
–
|
-$208K
|
-4,525
|
Closed
|
|
|
2019
|
Hugh Johnson Advisors
Albany,
New York
|
–
|
-$208K
|
-4,523
|
Closed
|
|
|
2020
|
Hollow Brook Wealth Management
Katonah,
New York
|
–
|
-$206K
|
-4,500
|
Closed
|
|
|
2021
|
Argent Capital Management
St Louis,
Missouri
|
–
|
-$214K
|
-4,496
|
Closed
|
|
|
2022
|
Larson Financial Group
St Louis,
Missouri
|
–
|
-$205K
|
-4,477
|
Closed
|
|
|
2023
|
|
–
|
-$205K
|
-4,468
|
Closed
|
|
|
2024
|
Gilbert & Cook
West Des Moines,
Iowa
|
–
|
-$202K
|
-4,402
|
Closed
|
|
|
2025
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
–
|
-$200K
|
-4,356
|
Closed
|
|
