|
2001
|
Gateway Advisory
Westfield,
New Jersey
|
–
|
-$528K
|
-1,977
|
Closed
|
|
|
2002
|
Altman Advisors
Chicago,
Illinois
|
–
|
-$470K
|
-1,763
|
Closed
|
|
|
2003
|
Pacific Sun Financial
Los Angeles,
California
|
–
|
-$446K
|
-1,670
|
Closed
|
|
|
2004
|
Montag & Caldwell
Atlanta,
Georgia
|
–
|
-$418K
|
-1,565
|
Closed
|
|
|
2005
|
First Long Island Investors
Jericho,
New York
|
–
|
-$395K
|
-1,481
|
Closed
|
|
|
2006
|
Donald L. Hagan LLC
Sarasota,
Florida
|
–
|
-$380K
|
-1,424
|
Closed
|
|
|
2007
|
TradeLink Capital
Chicago,
Illinois
|
–
|
-$237K
|
-1,384
|
Closed
|
|
|
2008
|
Verity Asset Management
Durham,
North Carolina
|
–
|
-$387K
|
-1,372
|
Closed
|
|
|
2009
|
CCM Investment Advisers
Columbia,
South Carolina
|
–
|
-$365K
|
-1,370
|
Closed
|
|
|
2010
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
–
|
-$364K
|
-1,365
|
Closed
|
|
|
2011
|
Martin Capital Partners
Eugene,
Oregon
|
–
|
-$346K
|
-1,295
|
Closed
|
|
|
2012
|
Hillview Capital Advisors
Wayne,
Pennsylvania
|
–
|
-$333K
|
-1,245
|
Closed
|
|
|
2013
|
Becker Capital Management
Portland,
Oregon
|
–
|
-$322K
|
-1,205
|
Closed
|
|
|
2014
|
Hartford Financial Management
Hartford,
Connecticut
|
–
|
-$293K
|
-1,100
|
Closed
|
|
|
2015
|
Birmingham Capital Management
Birmingham,
Alabama
|
–
|
-$291K
|
-1,089
|
Closed
|
|
|
2016
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$294K
|
-1,057
|
Closed
|
|
|
2017
|
Point72 Hong Kong
Hong Kong
|
–
|
-$271K
|
-1,017
|
Closed
|
|
|
2018
|
Haverford Financial Services
Radnor,
Pennsylvania
|
–
|
-$270K
|
-1,011
|
Closed
|
|
|
2019
|
PEAK6 Group
Chicago,
Illinois
|
–
|
-$273K
|
-1,000
|
Closed
|
|
|
2020
|
Charles Schwab
San Francisco,
California
|
–
|
-$264K
|
-996
|
Closed
|
|
|
2021
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
–
|
-$249K
|
-933
|
Closed
|
|
|
2022
|
Russell Investments Group
London,
United Kingdom
|
–
|
-$241K
|
-900
|
Closed
|
|
|
2023
|
Brandes Investment Partners
La Jolla,
California
|
–
|
-$228K
|
-856
|
Closed
|
|
|
2024
|
Goodman Financial
Houston,
Texas
|
–
|
-$224K
|
-838
|
Closed
|
|
|
2025
|
WrapManager Inc
Mill Valley,
California
|
–
|
-$218K
|
-817
|
Closed
|
|
