|
2001
|
Ninety One (UK)
London,
United Kingdom
|
–
|
-$126K
|
-780
|
Closed
|
|
|
2002
|
Alphadyne Asset Management
New York
|
–
|
-$77.9K
|
-484
|
Closed
|
|
|
2003
|
Tucker Asset Management
Littleton,
Colorado
|
–
|
-$70.3K
|
-437
|
Closed
|
|
|
2004
|
Compass Financial Services
West Des Moines,
Iowa
|
–
|
-$68.4K
|
-425
|
Closed
|
|
|
2005
|
Concord Wealth Partners
Abingdon,
Virginia
|
–
|
-$48.3K
|
-300
|
Closed
|
|
|
2006
|
Cape Investment Advisory
Mcdonough,
Georgia
|
–
|
-$47.8K
|
-297
|
Closed
|
|
|
2007
|
Winnow Wealth
Waco,
Texas
|
–
|
-$42.2K
|
-262
|
Closed
|
|
|
2008
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
–
|
-$41.9K
|
-260
|
Closed
|
|
|
2009
|
Modus Advisors
Excelsior,
Minnesota
|
–
|
-$34.3K
|
-213
|
Closed
|
|
|
2010
|
Navalign LLC
Encino,
California
|
–
|
-$34.3K
|
-213
|
Closed
|
|
|
2011
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
–
|
-$29.5K
|
-183
|
Closed
|
|
|
2012
|
Nova Wealth Management
Bonita Springs,
Florida
|
–
|
-$27.4K
|
-170
|
Closed
|
|
|
2013
|
Elyxium Wealth
San Mateo,
California
|
–
|
-$24.5K
|
-152
|
Closed
|
|
|
2014
|
Pingora Partners
Wilson,
Wyoming
|
–
|
-$24.1K
|
-150
|
Closed
|
|
|
2015
|
Inlight Wealth Management
Atlanta,
Georgia
|
–
|
-$23.3K
|
-145
|
Closed
|
|
|
2016
|
United Financial Planning Group
Hauppauge,
New York
|
–
|
-$22.5K
|
-140
|
Closed
|
|
|
2017
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
–
|
-$18.8K
|
-117
|
Closed
|
|
|
2018
|
IFC & Insurance Marketing
Auburn,
California
|
–
|
-$18K
|
-110
|
Closed
|
|
|
2019
|
Legacy Bridge
West Des Moines,
Iowa
|
–
|
-$15.8K
|
-98
|
Closed
|
|
|
2020
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
–
|
-$15K
|
-93
|
Closed
|
|
|
2021
|
Fortitude Family Office
Scottsdale,
Arizona
|
–
|
-$13.2K
|
-82
|
Closed
|
|
|
2022
|
|
–
|
-$11.4K
|
-71
|
Closed
|
|
|
2023
|
Optima Capital
Beaverton,
Oregon
|
–
|
-$10.5K
|
-65
|
Closed
|
|
|
2024
|
Roxbury Financial
Mount Arlington,
New Jersey
|
–
|
-$10.1K
|
-63
|
Closed
|
|
|
2025
|
Estate Planners Group
Yardley,
Pennsylvania
|
–
|
-$9.66K
|
-60
|
Closed
|
|
