|
2001
|
Libra Wealth
Los Gatos,
California
|
–
|
-$233K
|
-8,526
|
Closed
|
|
|
2002
|
Summit Global Investments
Bountiful,
Utah
|
–
|
-$227K
|
-8,315
|
Closed
|
|
|
2003
|
Hobbs Group Advisors
Columbia,
South Carolina
|
–
|
-$226K
|
-8,260
|
Closed
|
|
|
2004
|
New Harbor Financial Group
Worcester,
Massachusetts
|
–
|
-$219K
|
-8,018
|
Closed
|
|
|
2005
|
Arkansas Financial Group
Little Rock,
Arkansas
|
–
|
-$216K
|
-7,915
|
Closed
|
|
|
2006
|
Saxony Capital Management
St. Louis,
Missouri
|
–
|
-$216K
|
-7,911
|
Closed
|
|
|
2007
|
Waterloo Capital
Austin,
Texas
|
–
|
-$214K
|
-7,834
|
Closed
|
|
|
2008
|
Base Wealth Management
Lakewood Ranch,
Florida
|
–
|
-$212K
|
-7,756
|
Closed
|
|
|
2009
|
Martel Wealth Advisors
Vancouver,
Washington
|
–
|
-$211K
|
-7,719
|
Closed
|
|
|
2010
|
Bravias Capital Group
Iselin,
New Jersey
|
–
|
-$209K
|
-7,639
|
Closed
|
|
|
2011
|
Keebeck Wealth Management
Chicago,
Illinois
|
–
|
-$206K
|
-7,564
|
Closed
|
|
|
2012
|
Adams Wealth Management
Logan,
Utah
|
–
|
-$203K
|
-7,448
|
Closed
|
|
|
2013
|
CacheTech Inc
Logan,
Utah
|
–
|
-$203K
|
-7,448
|
Closed
|
|
|
2014
|
Redwood Wealth Management Group
Medford,
New Jersey
|
–
|
-$202K
|
-7,400
|
Closed
|
|
|
2015
|
Tortoise Investment Management
White Plains,
New York
|
–
|
-$184K
|
-6,726
|
Closed
|
|
|
2016
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
–
|
-$181K
|
-6,636
|
Closed
|
|
|
2017
|
Crowley Wealth Management
Wilmington,
Delaware
|
–
|
-$168K
|
-6,160
|
Closed
|
|
|
2018
|
Greenline Partners
New York
|
–
|
-$163K
|
-5,958
|
Closed
|
|
|
2019
|
Clear Investment Research
Alpharetta,
Georgia
|
–
|
-$146K
|
-5,344
|
Closed
|
|
|
2020
|
Mechanics Financial Corp
Mansfield,
Ohio
|
–
|
-$105K
|
-3,858
|
Closed
|
|
|
2021
|
Barclays
London,
United Kingdom
|
–
|
-$95.5K
|
-3,500
|
Closed
|
|
|
2022
|
Avalon Trust
Santa Fe,
New Mexico
|
–
|
-$93.4K
|
-3,420
|
Closed
|
|
|
2023
|
Financial Life Planners
Tempe,
Arizona
|
–
|
-$82K
|
-3,002
|
Closed
|
|
|
2024
|
Park Place Capital
Homewood,
Alabama
|
–
|
-$71.9K
|
-2,635
|
Closed
|
|
|
2025
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
–
|
-$64.1K
|
-2,349
|
Closed
|
|
