|
2001
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
–
|
-$997K
|
-5,689
|
Closed
|
|
|
2002
|
Prudential Financial
Newark,
New Jersey
|
–
|
-$904K
|
-5,160
|
Closed
|
|
|
2003
|
Carmel Capital Partners
San Diego,
California
|
–
|
-$791K
|
-4,512
|
Closed
|
|
|
2004
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
–
|
-$687K
|
-3,919
|
Closed
|
|
|
2005
|
Latko Wealth Management
Frankfort,
Illinois
|
–
|
-$679K
|
-3,877
|
Closed
|
|
|
2006
|
Belvedere Trading
Chicago,
Illinois
|
–
|
-$632K
|
-3,604
|
Closed
|
|
|
2007
|
Napa Wealth Management
Napa,
California
|
–
|
-$568K
|
-3,242
|
Closed
|
|
|
2008
|
Victory Financial Group
Austin,
Texas
|
–
|
-$520K
|
-2,968
|
Closed
|
|
|
2009
|
Elevatus Welath Management
Victor,
New York
|
–
|
-$501K
|
-2,859
|
Closed
|
|
|
2010
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
–
|
-$507K
|
-2,854
|
Closed
|
|
|
2011
|
Group One Trading
Chicago,
Illinois
|
–
|
-$474K
|
-2,706
|
Closed
|
|
|
2012
|
Belmont Capital
Los Angeles,
California
|
–
|
-$458K
|
-2,613
|
Closed
|
|
|
2013
|
Banque Transatlantique
Paris,
France
|
–
|
-$454K
|
-2,590
|
Closed
|
|
|
2014
|
BlackDiamond Wealth Management
New York
|
–
|
-$448K
|
-2,554
|
Closed
|
|
|
2015
|
Beta Wealth Group
San Diego,
California
|
–
|
-$440K
|
-2,511
|
Closed
|
|
|
2016
|
Burney Company
Reston,
Virginia
|
–
|
-$434K
|
-2,478
|
Closed
|
|
|
2017
|
Stark Wealth Management
Bethlehem,
Pennsylvania
|
–
|
-$389K
|
-2,220
|
Closed
|
|
|
2018
|
TBH Global Asset Management
Brentwood,
Tennessee
|
–
|
-$358K
|
-2,041
|
Closed
|
|
|
2019
|
Harrell Investment Partners
Austin,
Texas
|
–
|
-$332K
|
-1,897
|
Closed
|
|
|
2020
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
–
|
-$303K
|
-1,731
|
Closed
|
|
|
2021
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
–
|
-$300K
|
-1,715
|
Closed
|
|
|
2022
|
Chevy Chase Trust
Bethesda,
Maryland
|
–
|
-$299K
|
-1,707
|
Closed
|
|
|
2023
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
–
|
-$298K
|
-1,698
|
Closed
|
|
|
2024
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
–
|
-$294K
|
-1,675
|
Closed
|
|
|
2025
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
–
|
-$283K
|
-1,613
|
Closed
|
|
