|
2001
|
REAP Financial Group
Austin,
Texas
|
–
|
-$10.4K
|
-180
|
Closed
|
|
|
2002
|
Optiver Holding
Amsterdam,
Netherlands
|
–
|
-$8.76K
|
-152
|
Closed
|
|
|
2003
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
–
|
-$8.7K
|
-151
|
Closed
|
|
|
2004
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
–
|
-$6.8K
|
-118
|
Closed
|
|
|
2005
|
Family Capital Trust
Peabody,
Massachusetts
|
–
|
-$6.17K
|
-107
|
Closed
|
|
|
2006
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
–
|
-$5.82K
|
-101
|
Closed
|
|
|
2007
|
Clean Yield Group
Norwich,
Vermont
|
–
|
-$5.76K
|
-100
|
Closed
|
|
|
2008
|
MASECO Private Wealth
London,
|
–
|
-$5.44K
|
-94
|
Closed
|
|
|
2009
|
First Pacific Financial
Vancouver,
Washington
|
–
|
-$4.61K
|
-80
|
Closed
|
|
|
2010
|
Goodman Advisory Group
Needham,
Massachusetts
|
–
|
-$4.21K
|
-73
|
Closed
|
|
|
2011
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
–
|
-$3.9K
|
-66
|
Closed
|
|
|
2012
|
WestEnd Advisors
Charlotte,
North Carolina
|
–
|
-$3.11K
|
-54
|
Closed
|
|
|
2013
|
Portus Wealth Advisors
Charlotte,
North Carolina
|
–
|
-$2.59K
|
-45
|
Closed
|
|
|
2014
|
United Financial Planning Group
Hauppauge,
New York
|
–
|
-$2.54K
|
-44
|
Closed
|
|
|
2015
|
Security National Bank
Omaha,
Nebraska
|
–
|
-$2.42K
|
-42
|
Closed
|
|
|
2016
|
Synergy Investment Management
Altamonte Springs,
Florida
|
–
|
-$2.36K
|
-41
|
Closed
|
|
|
2017
|
Clayton Financial Group
St. Louis,
Missouri
|
–
|
-$2.19K
|
-38
|
Closed
|
|
|
2018
|
Leonteq Securities AG
Zurich,
Switzerland
|
–
|
-$1.61K
|
-28
|
Closed
|
|
|
2019
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
–
|
-$1.38K
|
-24
|
Closed
|
|
|
2020
|
Magnolia Wealth Management
Dothan,
Alabama
|
–
|
-$1.33K
|
-23
|
Closed
|
|
|
2021
|
TopTier Wealth Management
Muskego,
Wisconsin
|
–
|
-$980
|
-17
|
Closed
|
|
|
2022
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
–
|
-$576
|
-10
|
Closed
|
|
|
2023
|
Curio Wealth
Annapolis,
Maryland
|
–
|
-$519
|
-9
|
Closed
|
|
|
2024
|
Evolution Advisers
Richmond,
Virginia
|
–
|
+$241
|
+4
|
New
|
|
|
2025
|
CKW Financial Group
Honolulu,
Hawaii
|
–
|
+$422
|
+7
|
New
|
|
