|
2001
|
|
–
|
-$799K
|
-7,970
|
Closed
|
|
|
2002
|
Fagan Associates
Troy,
New York
|
–
|
-$784K
|
-7,817
|
Closed
|
|
|
2003
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$815K
|
-7,684
|
Closed
|
|
|
2004
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$766K
|
-7,640
|
Closed
|
|
|
2005
|
Park Avenue Securities
New York
|
–
|
-$758K
|
-7,555
|
Closed
|
|
|
2006
|
Wulff, Hansen & Co
San Rafael,
California
|
–
|
-$750K
|
-7,481
|
Closed
|
|
|
2007
|
Mirabella Financial Services
London,
United Kingdom
|
–
|
-$744K
|
-7,416
|
Closed
|
|
|
2008
|
Wintrust Investments
Chicago,
Illinois
|
–
|
-$736K
|
-7,345
|
Closed
|
|
|
2009
|
Ascent Wealth Partners
New Hartford,
New York
|
–
|
-$718K
|
-7,157
|
Closed
|
|
|
2010
|
Insight Inv LLC
El Segundo,
California
|
–
|
-$717K
|
-7,152
|
Closed
|
|
|
2011
|
Chimera Capital Management
New York
|
–
|
-$701K
|
-6,987
|
Closed
|
|
|
2012
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
–
|
-$656K
|
-6,890
|
Closed
|
|
|
2013
|
Madison Wealth Management
Cincinnati,
Ohio
|
–
|
-$646K
|
-6,444
|
Closed
|
|
|
2014
|
XTX Topco
George Town,
Cayman Islands
|
–
|
-$612K
|
-6,108
|
Closed
|
|
|
2015
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
–
|
-$585K
|
-5,835
|
Closed
|
|
|
2016
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
–
|
-$936K
|
-5,808
|
Closed
|
|
|
2017
|
Platform Technology Partners
New York
|
–
|
-$569K
|
-5,673
|
Closed
|
|
|
2018
|
Beacon Financial Group
Dallas,
Texas
|
–
|
-$551K
|
-5,484
|
Closed
|
|
|
2019
|
Seven Eight Capital
New York
|
–
|
-$543K
|
-5,420
|
Closed
|
|
|
2020
|
World Equity Group
Schaumburg,
Illinois
|
–
|
-$489K
|
-4,876
|
Closed
|
|
|
2021
|
Townsend Asset Management
Raleigh,
North Carolina
|
–
|
-$476K
|
-4,745
|
Closed
|
|
|
2022
|
Chemung Canal Trust
Elmira,
New York
|
–
|
-$475K
|
-4,736
|
Closed
|
|
|
2023
|
|
–
|
-$463K
|
-4,623
|
Closed
|
|
|
2024
|
Bayesian Capital Management
Brooklyn,
New York
|
–
|
-$459K
|
-4,578
|
Closed
|
|
|
2025
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
–
|
-$447K
|
-4,455
|
Closed
|
|
