|
2001
|
Painted Porch Advisors
Santa Barbara,
California
|
–
|
-$68.4K
|
-503
|
Closed
|
|
|
2002
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
–
|
-$66K
|
-485
|
Closed
|
|
|
2003
|
Crowley Wealth Management
Wilmington,
Delaware
|
–
|
-$61.9K
|
-455
|
Closed
|
|
|
2004
|
Lynch Asset Management
Yardley,
Pennsylvania
|
–
|
-$47.6K
|
-350
|
Closed
|
|
|
2005
|
Chesapeake Asset Management
New York
|
–
|
-$44.1K
|
-324
|
Closed
|
|
|
2006
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$43.6K
|
-320
|
Closed
|
|
|
2007
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
–
|
-$40.8K
|
-300
|
Closed
|
|
|
2008
|
Rise Advisors
Rochester,
New York
|
–
|
-$35.5K
|
-261
|
Closed
|
|
|
2009
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
–
|
-$29.1K
|
-214
|
Closed
|
|
|
2010
|
Clear Investment Research
Alpharetta,
Georgia
|
–
|
-$26.8K
|
-197
|
Closed
|
|
|
2011
|
Tortoise Investment Management
White Plains,
New York
|
–
|
-$24.2K
|
-178
|
Closed
|
|
|
2012
|
Parvin Asset Management
Sioux Falls,
South Dakota
|
–
|
-$23.5K
|
-173
|
Closed
|
|
|
2013
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
–
|
-$20.4K
|
-150
|
Closed
|
|
|
2014
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
–
|
-$20.4K
|
-150
|
Closed
|
|
|
2015
|
Family Legacy Financial Solutions
Cary,
North Carolina
|
–
|
-$13.6K
|
-100
|
Closed
|
|
|
2016
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
–
|
-$11.8K
|
-86
|
Closed
|
|
|
2017
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
–
|
-$11.3K
|
-83
|
Closed
|
|
|
2018
|
Keener Financial Planning
Keller,
Texas
|
–
|
-$11K
|
-82
|
Closed
|
|
|
2019
|
Hopwood Financial Services
Reston,
Virginia
|
–
|
-$10.2K
|
-75
|
Closed
|
|
|
2020
|
North Capital
Salt Lake City,
Utah
|
–
|
-$9.25K
|
-68
|
Closed
|
|
|
2021
|
Financial Freedom LLC
Cincinnati,
Ohio
|
–
|
-$6.8K
|
-50
|
Closed
|
|
|
2022
|
Groupe la Francaise
Paris,
France
|
–
|
-$5.39K
|
-46
|
Closed
|
|
|
2023
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
–
|
-$2.18K
|
-16
|
Closed
|
|
|
2024
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
–
|
-$1.91K
|
-14
|
Closed
|
|
|
2025
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
–
|
-$1.77K
|
-13
|
Closed
|
|
