|
2001
|
WMS Partners
Towson,
Maryland
|
–
|
-$252K
|
-665
|
Closed
|
|
|
2002
|
Apexium Financial
Dallas,
Texas
|
–
|
-$249K
|
-664
|
Closed
|
|
|
2003
|
Clarity Financial
Houston,
Texas
|
–
|
-$250K
|
-662
|
Closed
|
|
|
2004
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
–
|
-$244K
|
-644
|
Closed
|
|
|
2005
|
Camarda Financial Advisors
Fleming Island,
Florida
|
–
|
-$242K
|
-640
|
Closed
|
|
|
2006
|
Jacobs & Co
San Francisco,
California
|
–
|
-$240K
|
-635
|
Closed
|
|
|
2007
|
Douglas Lane & Associates
New York
|
–
|
-$229K
|
-605
|
Closed
|
|
|
2008
|
Wealth Architects
Mountain View,
California
|
–
|
-$229K
|
-605
|
Closed
|
|
|
2009
|
|
–
|
-$229K
|
-604
|
Closed
|
|
|
2010
|
Sunflower Bank
Dallas,
Texas
|
–
|
-$229K
|
-604
|
Closed
|
|
|
2011
|
Crawford Investment Counsel
Atlanta,
Georgia
|
–
|
-$227K
|
-599
|
Closed
|
|
|
2012
|
Lebenthal Global Advisors
Hauppauge,
New York
|
–
|
-$224K
|
-593
|
Closed
|
|
|
2013
|
Capital Advisors Wealth Management
Yakima,
Washington
|
–
|
-$223K
|
-590
|
Closed
|
|
|
2014
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
–
|
-$219K
|
-578
|
Closed
|
|
|
2015
|
Platform Technology Partners
New York
|
–
|
-$218K
|
-577
|
Closed
|
|
|
2016
|
Inlet Private Wealth
Jupiter,
Florida
|
–
|
-$218K
|
-575
|
Closed
|
|
|
2017
|
Proficio Capital Partners
Newton,
Massachusetts
|
–
|
-$216K
|
-571
|
Closed
|
|
|
2018
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
–
|
-$215K
|
-569
|
Closed
|
|
|
2019
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
–
|
-$213K
|
-564
|
Closed
|
|
|
2020
|
Quad-Cities Investment Group
Davenport,
Iowa
|
–
|
-$212K
|
-561
|
Closed
|
|
|
2021
|
Landaas & Company
Milwaukee,
Wisconsin
|
–
|
-$212K
|
-560
|
Closed
|
|
|
2022
|
BOK Financial Private Wealth
Denver,
Colorado
|
–
|
-$212K
|
-559
|
Closed
|
|
|
2023
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
–
|
-$211K
|
-559
|
Closed
|
|
|
2024
|
YHB Investment Advisors
West Hartford,
Connecticut
|
–
|
-$210K
|
-554
|
Closed
|
|
|
2025
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
–
|
-$208K
|
-550
|
Closed
|
|
