|
2001
|
Manhattan West Asset Management
Los Angeles,
California
|
–
|
-$461K
|
-7,240
|
Closed
|
|
|
2002
|
Autumn Glory Partners
Dallas,
Texas
|
–
|
-$459K
|
-7,211
|
Closed
|
|
|
2003
|
Alpha Wealth Funds
Park City,
Utah
|
–
|
-$445K
|
-7,032
|
Closed
|
|
|
2004
|
Keebeck Wealth Management
Chicago,
Illinois
|
–
|
-$432K
|
-6,740
|
Closed
|
|
|
2005
|
Deltec Asset Management
New York
|
–
|
-$429K
|
-6,734
|
Closed
|
|
|
2006
|
Krilogy Financial
St. Louis,
Missouri
|
–
|
-$432K
|
-6,645
|
Closed
|
|
|
2007
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
–
|
-$408K
|
-6,400
|
Closed
|
|
|
2008
|
Knuff & Co
Foster City,
California
|
–
|
-$407K
|
-6,383
|
Closed
|
|
|
2009
|
Fulcrum Asset Management
London,
United Kingdom
|
–
|
-$386K
|
-6,304
|
Closed
|
|
|
2010
|
|
–
|
-$400K
|
-6,258
|
Closed
|
|
|
2011
|
Rosenblum Silverman Sutton
San Francisco,
California
|
–
|
-$396K
|
-6,221
|
Closed
|
|
|
2012
|
Focus Financial Network
Minneapolis,
Minnesota
|
–
|
-$381K
|
-5,949
|
Closed
|
|
|
2013
|
Optiver Holding
Amsterdam,
Netherlands
|
–
|
-$370K
|
-5,801
|
Closed
|
|
|
2014
|
TBH Global Asset Management
Brentwood,
Tennessee
|
–
|
-$356K
|
-5,595
|
Closed
|
|
|
2015
|
ROI Financial Advisors
Beaverton,
Oregon
|
–
|
-$356K
|
-5,584
|
Closed
|
|
|
2016
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$337K
|
-5,293
|
Closed
|
|
|
2017
|
Abacus Planning Group
Columbia,
South Carolina
|
–
|
-$331K
|
-5,199
|
Closed
|
|
|
2018
|
Clarity Financial
Houston,
Texas
|
–
|
-$325K
|
-5,097
|
Closed
|
|
|
2019
|
Symmetry Peak Management
Radnor,
Pennsylvania
|
–
|
-$319K
|
-5,000
|
Closed
|
|
|
2020
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
–
|
-$320K
|
-4,963
|
Closed
|
|
|
2021
|
Cedar Cove Wealth Partners
Bloomington,
Minnesota
|
–
|
-$316K
|
-4,954
|
Closed
|
|
|
2022
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
–
|
-$314K
|
-4,923
|
Closed
|
|
|
2023
|
Walser Wealth Management
Tampa,
Florida
|
–
|
-$313K
|
-4,920
|
Closed
|
|
|
2024
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
–
|
-$314K
|
-4,826
|
Closed
|
|
|
2025
|
PDS Planning
Dublin,
Ohio
|
–
|
-$306K
|
-4,802
|
Closed
|
|
