|
2001
|
First Citizens Financial Corp
Mason City,
Iowa
|
–
|
-$320K
|
-834
|
Closed
|
|
|
2002
|
Qtron Investments
Boston,
Massachusetts
|
–
|
-$307K
|
-801
|
Closed
|
|
|
2003
|
Spearhead Capital Advisors
Wellington,
Florida
|
–
|
-$307K
|
-800
|
Closed
|
|
|
2004
|
Highland Private Wealth Management
Bellevue,
Washington
|
–
|
-$279K
|
-728
|
Closed
|
|
|
2005
|
Menard Financial Group
Houston,
Texas
|
–
|
-$278K
|
-725
|
Closed
|
|
|
2006
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
–
|
-$276K
|
-721
|
Closed
|
|
|
2007
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
–
|
-$269K
|
-701
|
Closed
|
|
|
2008
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$264K
|
-688
|
Closed
|
|
|
2009
|
QCM Cayman
Houston,
Texas
|
–
|
-$262K
|
-683
|
Closed
|
|
|
2010
|
Scholtz & Company
Stamford,
Connecticut
|
–
|
-$262K
|
-683
|
Closed
|
|
|
2011
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$251K
|
-655
|
Closed
|
|
|
2012
|
Rampart Investment Management
Hartford,
Connecticut
|
–
|
-$247K
|
-644
|
Closed
|
|
|
2013
|
Camden National Bank
Camden,
Maine
|
–
|
-$240K
|
-627
|
Closed
|
|
|
2014
|
Faithward Advisors
Lancaster,
Pennsylvania
|
–
|
-$240K
|
-625
|
Closed
|
|
|
2015
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
–
|
-$234K
|
-611
|
Closed
|
|
|
2016
|
Fulcrum Equity Management
Plano,
Texas
|
–
|
-$233K
|
-609
|
Closed
|
|
|
2017
|
Cardan Capital Partners
Denver,
Colorado
|
–
|
-$232K
|
-605
|
Closed
|
|
|
2018
|
Day & Ennis
Macon,
Georgia
|
–
|
-$232K
|
-604
|
Closed
|
|
|
2019
|
Hayden Royal
Charlotte,
North Carolina
|
–
|
-$231K
|
-603
|
Closed
|
|
|
2020
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
–
|
-$230K
|
-600
|
Closed
|
|
|
2021
|
Bouchey Financial Group
Troy,
New York
|
–
|
-$230K
|
-600
|
Closed
|
|
|
2022
|
Bailard
Foster City,
California
|
–
|
-$229K
|
-597
|
Closed
|
|
|
2023
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
–
|
-$225K
|
-586
|
Closed
|
|
|
2024
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
–
|
-$221K
|
-577
|
Closed
|
|
|
2025
|
55I LLC
Boston,
Massachusetts
|
–
|
-$220K
|
-574
|
Closed
|
|
