|
2001
|
Fairway Wealth
Independence,
Ohio
|
–
|
-$244K
|
-1,000
|
Closed
|
|
|
2002
|
Phoenix Financial
Givatayim,
Israel
|
–
|
-$242K
|
-993
|
Closed
|
|
|
2003
|
Plan A Wealth
Lincoln,
Nebraska
|
–
|
-$242K
|
-992
|
Closed
|
|
|
2004
|
Childress Capital Advisors
Houston,
Texas
|
–
|
-$242K
|
-991
|
Closed
|
|
|
2005
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
–
|
-$239K
|
-979
|
Closed
|
|
|
2006
|
Tuttle Capital Management
Riverside,
Connecticut
|
–
|
-$234K
|
-960
|
Closed
|
|
|
2007
|
True North Advisors
Dallas,
Texas
|
–
|
-$230K
|
-942
|
Closed
|
|
|
2008
|
Massachusetts Financial Services
Boston,
Massachusetts
|
–
|
-$229K
|
-939
|
Closed
|
|
|
2009
|
Sprott Inc
Toronto,
Ontario, Canada
|
–
|
-$225K
|
-922
|
Closed
|
|
|
2010
|
United Asset Strategies
Garden City,
New York
|
–
|
-$221K
|
-907
|
Closed
|
|
|
2011
|
Venturi Wealth Management
Austin,
Texas
|
–
|
-$221K
|
-906
|
Closed
|
|
|
2012
|
Quantessence Capital
New York
|
–
|
-$220K
|
-899
|
Closed
|
|
|
2013
|
Capital Performance Advisors
Walnut Creek,
California
|
–
|
-$219K
|
-898
|
Closed
|
|
|
2014
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
–
|
-$218K
|
-892
|
Closed
|
|
|
2015
|
Scientech Research LLC
Jersey City,
New Jersey
|
–
|
-$214K
|
-875
|
Closed
|
|
|
2016
|
Elevated Financial Group
Indianapolis,
Indiana
|
–
|
-$210K
|
-862
|
Closed
|
|
|
2017
|
Oder Investment Management
Woodland Hills,
California
|
–
|
-$208K
|
-853
|
Closed
|
|
|
2018
|
Aspen Grove Capital
Avon,
Colorado
|
–
|
-$208K
|
-851
|
Closed
|
|
|
2019
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
–
|
-$208K
|
-851
|
Closed
|
|
|
2020
|
TwinBeech Capital
Purchase,
New York
|
–
|
-$201K
|
-825
|
Closed
|
|
|
2021
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
–
|
-$184K
|
-755
|
Closed
|
|
|
2022
|
Resources Management Corp
West Hartford,
Connecticut
|
–
|
-$159K
|
-650
|
Closed
|
|
|
2023
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
–
|
-$147K
|
-600
|
Closed
|
|
|
2024
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
–
|
-$126K
|
-517
|
Closed
|
|
|
2025
|
Sachetta
Lynnfield,
Massachusetts
|
–
|
-$126K
|
-516
|
Closed
|
|
