|
2001
|
Venturi Wealth Management
Austin,
Texas
|
–
|
-$221K
|
-906
|
Closed
|
|
|
2002
|
Quantessence Capital
New York
|
–
|
-$220K
|
-899
|
Closed
|
|
|
2003
|
Capital Performance Advisors
Walnut Creek,
California
|
–
|
-$219K
|
-898
|
Closed
|
|
|
2004
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
–
|
-$218K
|
-892
|
Closed
|
|
|
2005
|
Scientech Research LLC
Jersey City,
New Jersey
|
–
|
-$214K
|
-875
|
Closed
|
|
|
2006
|
Elevated Financial Group
Indianapolis,
Indiana
|
–
|
-$210K
|
-862
|
Closed
|
|
|
2007
|
Oder Investment Management
Woodland Hills,
California
|
–
|
-$208K
|
-853
|
Closed
|
|
|
2008
|
Aspen Grove Capital
Avon,
Colorado
|
–
|
-$208K
|
-851
|
Closed
|
|
|
2009
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
–
|
-$208K
|
-851
|
Closed
|
|
|
2010
|
TwinBeech Capital
Purchase,
New York
|
–
|
-$201K
|
-825
|
Closed
|
|
|
2011
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
–
|
-$184K
|
-755
|
Closed
|
|
|
2012
|
Resources Management Corp
West Hartford,
Connecticut
|
–
|
-$159K
|
-650
|
Closed
|
|
|
2013
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
–
|
-$147K
|
-600
|
Closed
|
|
|
2014
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
–
|
-$126K
|
-517
|
Closed
|
|
|
2015
|
Sachetta
Lynnfield,
Massachusetts
|
–
|
-$126K
|
-516
|
Closed
|
|
|
2016
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
–
|
-$114K
|
-467
|
Closed
|
|
|
2017
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
–
|
-$111K
|
-455
|
Closed
|
|
|
2018
|
Addison Advisors
Middlebury,
Vermont
|
–
|
-$107K
|
-440
|
Closed
|
|
|
2019
|
Legend Capital Advisors
New York
|
–
|
-$101K
|
-413
|
Closed
|
|
|
2020
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$99.4K
|
-407
|
Closed
|
|
|
2021
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$75.7K
|
-310
|
Closed
|
|
|
2022
|
True Link Financial Advisors
San Francisco,
California
|
–
|
-$73.3K
|
-300
|
Closed
|
|
|
2023
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$67.9K
|
-278
|
Closed
|
|
|
2024
|
Wall Street Financial Group
Carlinville,
Illinois
|
–
|
-$58.6K
|
-240
|
Closed
|
|
|
2025
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
–
|
-$25.9K
|
-106
|
Closed
|
|
