|
2001
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$212K
|
-3,391
|
Closed
|
|
|
2002
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
–
|
-$212K
|
-3,390
|
Closed
|
|
|
2003
|
Sunbeam Capital Management
Atlanta,
Georgia
|
–
|
-$213K
|
-3,386
|
Closed
|
|
|
2004
|
Lakeridge Wealth Management
Mentor,
Ohio
|
–
|
-$211K
|
-3,385
|
Closed
|
|
|
2005
|
Aristotle Capital Management
Los Angeles,
California
|
–
|
-$211K
|
-3,382
|
Closed
|
|
|
2006
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
–
|
-$208K
|
-3,382
|
Closed
|
|
|
2007
|
Consolidated Planning Corp
Atlanta,
Georgia
|
–
|
-$211K
|
-3,375
|
Closed
|
|
|
2008
|
Nations Financial Group
Cedar Rapids,
Iowa
|
–
|
-$210K
|
-3,366
|
Closed
|
|
|
2009
|
Vantage Point Financial
Lisle,
Illinois
|
–
|
-$210K
|
-3,364
|
Closed
|
|
|
2010
|
West Bancorporation
West Des Moines,
Iowa
|
–
|
-$210K
|
-3,355
|
Closed
|
|
|
2011
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$209K
|
-3,353
|
Closed
|
|
|
2012
|
Granite Harbor Advisors
Houston,
Texas
|
–
|
-$209K
|
-3,352
|
Closed
|
|
|
2013
|
Waddell & Associates
Memphis,
Tennessee
|
–
|
-$208K
|
-3,332
|
Closed
|
|
|
2014
|
First Bancorp
Damariscotta,
Maine
|
–
|
-$208K
|
-3,322
|
Closed
|
|
|
2015
|
Graver Capital Management
Columbus,
Ohio
|
–
|
-$207K
|
-3,321
|
Closed
|
|
|
2016
|
Weatherly Asset Management
Del Mar,
California
|
–
|
-$209K
|
-3,321
|
Closed
|
|
|
2017
|
Strategic Financial Concepts
San Antonio,
Texas
|
–
|
-$207K
|
-3,317
|
Closed
|
|
|
2018
|
Great Diamond Partners
Portland,
Maine
|
–
|
-$207K
|
-3,315
|
Closed
|
|
|
2019
|
Drive Wealth Management
Lehi,
Utah
|
–
|
-$208K
|
-3,301
|
Closed
|
|
|
2020
|
Angeles Wealth Management
Santa Monica,
California
|
–
|
-$206K
|
-3,299
|
Closed
|
|
|
2021
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
–
|
-$206K
|
-3,297
|
Closed
|
|
|
2022
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
–
|
-$206K
|
-3,294
|
Closed
|
|
|
2023
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
–
|
-$205K
|
-3,289
|
Closed
|
|
|
2024
|
Trivium Point Advisory
Westport,
Connecticut
|
–
|
-$205K
|
-3,279
|
Closed
|
|
|
2025
|
First American Trust
Santa Ana,
California
|
–
|
-$204K
|
-3,268
|
Closed
|
|
