|
2001
|
Howland Capital Management
Boston,
Massachusetts
|
–
|
-$279K
|
-3,271
|
Closed
|
|
|
2002
|
Symphony Financial
Houston,
Texas
|
–
|
-$292K
|
-3,259
|
Closed
|
|
|
2003
|
Regal Investment Advisors
Kentwood,
Michigan
|
–
|
-$277K
|
-3,246
|
Closed
|
|
|
2004
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$276K
|
-3,236
|
Closed
|
|
|
2005
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
–
|
-$273K
|
-3,199
|
Closed
|
|
|
2006
|
WMS Partners
Towson,
Maryland
|
–
|
-$270K
|
-3,162
|
Closed
|
|
|
2007
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
–
|
-$268K
|
-3,140
|
Closed
|
|
|
2008
|
Midwest Financial Group
Overland Park,
Kansas
|
–
|
-$268K
|
-3,139
|
Closed
|
|
|
2009
|
New Century Financial Group
Princeton,
New Jersey
|
–
|
-$274K
|
-3,128
|
Closed
|
|
|
2010
|
AA Financial Advisors
Columbus,
Ohio
|
–
|
-$266K
|
-3,118
|
Closed
|
|
|
2011
|
Coastwise Capital Group
La Jolla,
California
|
–
|
-$265K
|
-3,100
|
Closed
|
|
|
2012
|
tru Independence
Portland,
Oregon
|
–
|
-$259K
|
-3,032
|
Closed
|
|
|
2013
|
Fayez Sarofim & Co
Houston,
Texas
|
–
|
-$258K
|
-3,026
|
Closed
|
|
|
2014
|
Encompass More Asset Management
Danville,
California
|
–
|
-$257K
|
-3,008
|
Closed
|
|
|
2015
|
LexAurum Advisors
Overland Park,
Kansas
|
–
|
-$256K
|
-3,004
|
Closed
|
|
|
2016
|
PAR Capital Management
Boston,
Massachusetts
|
–
|
-$256K
|
-3,000
|
Closed
|
|
|
2017
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
–
|
-$256K
|
-2,999
|
Closed
|
|
|
2018
|
W Advisors LLC
Germantown,
Tennessee
|
–
|
-$255K
|
-2,985
|
Closed
|
|
|
2019
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
–
|
-$255K
|
-2,984
|
Closed
|
|
|
2020
|
Arrow Financial
Glens Falls,
New York
|
–
|
-$255K
|
-2,982
|
Closed
|
|
|
2021
|
Wharton Business Group
Malvern,
Pennsylvania
|
–
|
-$254K
|
-2,975
|
Closed
|
|
|
2022
|
Grant Private Wealth Management
Pleasanton,
California
|
–
|
-$254K
|
-2,972
|
Closed
|
|
|
2023
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
–
|
-$252K
|
-2,948
|
Closed
|
|
|
2024
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
–
|
-$252K
|
-2,947
|
Closed
|
|
|
2025
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
–
|
-$238K
|
-2,946
|
Closed
|
|
