|
2001
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
–
|
-$205K
|
-982
|
Closed
|
|
|
2002
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
–
|
-$202K
|
-969
|
Closed
|
|
|
2003
|
Triad Wealth Partners
Lawrence,
Kansas
|
–
|
-$202K
|
-965
|
Closed
|
|
|
2004
|
JT Stratford LLC
Gainesville,
Georgia
|
–
|
-$200K
|
-959
|
Closed
|
|
|
2005
|
First Growth Capital
Pikesville,
Maryland
|
–
|
-$218K
|
-927
|
Closed
|
|
|
2006
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
–
|
-$201K
|
-828
|
Closed
|
|
|
2007
|
Reflection Asset Management
Isle Of Palms,
South Carolina
|
–
|
-$115K
|
-553
|
Closed
|
|
|
2008
|
TCTC Holdings
Dallas,
Texas
|
–
|
-$74.3K
|
-356
|
Closed
|
|
|
2009
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
–
|
-$70.6K
|
-338
|
Closed
|
|
|
2010
|
Garner Asset Management Corp
Plano,
Texas
|
–
|
-$49.9K
|
-239
|
Closed
|
|
|
2011
|
Financially Speaking
Greenwood Village,
Colorado
|
–
|
-$41.7K
|
-200
|
Closed
|
|
|
2012
|
Cape Investment Advisory
Mcdonough,
Georgia
|
–
|
-$32K
|
-172
|
Closed
|
|
|
2013
|
Modus Advisors
Excelsior,
Minnesota
|
–
|
-$29K
|
-139
|
Closed
|
|
|
2014
|
Greenline Wealth Management
Boca Raton,
Florida
|
–
|
-$18.6K
|
-89
|
Closed
|
|
|
2015
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
–
|
-$17.7K
|
-85
|
Closed
|
|
|
2016
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
–
|
-$18K
|
-84
|
Closed
|
|
|
2017
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
–
|
-$13.4K
|
-64
|
Closed
|
|
|
2018
|
Estate Planners Group
Yardley,
Pennsylvania
|
–
|
-$13.1K
|
-63
|
Closed
|
|
|
2019
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
–
|
-$12.1K
|
-58
|
Closed
|
|
|
2020
|
Exane Asset Management
Paris,
France
|
–
|
-$14K
|
-57
|
Closed
|
|
|
2021
|
Luken Investment Analytics
Brentwood,
Tennessee
|
–
|
-$10.6K
|
-51
|
Closed
|
|
|
2022
|
Kerr Financial Planning
Fresno,
California
|
–
|
-$11.3K
|
-47
|
Closed
|
|
|
2023
|
IFC & Insurance Marketing
Auburn,
California
|
–
|
-$9K
|
-44
|
Closed
|
|
|
2024
|
Wealth Watch Advisors
Englewood,
Colorado
|
–
|
-$7.51K
|
-36
|
Closed
|
|
|
2025
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
–
|
-$7.39K
|
-35
|
Closed
|
|
