|
2001
|
|
–
|
-$236K
|
-2,393
|
Closed
|
|
|
2002
|
New England Asset Management
Farmington,
Connecticut
|
–
|
-$234K
|
-2,368
|
Closed
|
|
|
2003
|
NCM Capital Management
Ramsey,
New Jersey
|
–
|
-$233K
|
-2,364
|
Closed
|
|
|
2004
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
–
|
-$233K
|
-2,357
|
Closed
|
|
|
2005
|
Columbia Trust
Portland,
Oregon
|
–
|
-$232K
|
-2,356
|
Closed
|
|
|
2006
|
McAlister Sweet & Associates
Houston,
Texas
|
–
|
-$233K
|
-2,356
|
Closed
|
|
|
2007
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
–
|
-$232K
|
-2,351
|
Closed
|
|
|
2008
|
Nadler Financial Group
Deerfield,
Illinois
|
–
|
-$232K
|
-2,346
|
Closed
|
|
|
2009
|
Magnus Financial Group
New York
|
–
|
-$228K
|
-2,314
|
Closed
|
|
|
2010
|
Highland Private Wealth Management
Bellevue,
Washington
|
–
|
-$228K
|
-2,310
|
Closed
|
|
|
2011
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
–
|
-$230K
|
-2,299
|
Closed
|
|
|
2012
|
One Plus One Wealth Management
Jupiter,
Florida
|
–
|
-$226K
|
-2,292
|
Closed
|
|
|
2013
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
–
|
-$224K
|
-2,264
|
Closed
|
|
|
2014
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
–
|
-$223K
|
-2,260
|
Closed
|
|
|
2015
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$223K
|
-2,260
|
Closed
|
|
|
2016
|
Triumph Capital Management
Denver,
Colorado
|
–
|
-$223K
|
-2,257
|
Closed
|
|
|
2017
|
&Partners
Nashville,
Tennessee
|
–
|
-$221K
|
-2,236
|
Closed
|
|
|
2018
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
–
|
-$217K
|
-2,200
|
Closed
|
|
|
2019
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
–
|
-$217K
|
-2,200
|
Closed
|
|
|
2020
|
Ballast Advisors
Woodbury,
Minnesota
|
–
|
-$216K
|
-2,189
|
Closed
|
|
|
2021
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
–
|
-$215K
|
-2,180
|
Closed
|
|
|
2022
|
EPG Wealth Management
Atlanta,
Georgia
|
–
|
-$213K
|
-2,159
|
Closed
|
|
|
2023
|
Compass Financial Advisors
Fort Wayne,
Indiana
|
–
|
-$213K
|
-2,158
|
Closed
|
|
|
2024
|
Callan Capital
La Jolla,
California
|
–
|
-$210K
|
-2,126
|
Closed
|
|
|
2025
|
Landaas & Company
Milwaukee,
Wisconsin
|
–
|
-$209K
|
-2,121
|
Closed
|
|
