|
2001
|
Andesa Financial Management
Allentown,
Pennsylvania
|
–
|
-$512K
|
-3,438
|
Closed
|
|
|
2002
|
Fluent Financial
Dallas,
Texas
|
–
|
-$480K
|
-3,221
|
Closed
|
|
|
2003
|
Astoria Portfolio Advisors
New York
|
–
|
-$497K
|
-3,065
|
Closed
|
|
|
2004
|
Financial Management Network
Mission Viejo,
California
|
–
|
-$432K
|
-2,827
|
Closed
|
|
|
2005
|
AGF Management
Toronto,
Ontario, Canada
|
–
|
-$410K
|
-2,752
|
Closed
|
|
|
2006
|
Capital Markets Trading (UK)
London,
United Kingdom
|
–
|
-$440K
|
-2,678
|
Closed
|
|
|
2007
|
Lebenthal Global Advisors
Hauppauge,
New York
|
–
|
-$372K
|
-2,498
|
Closed
|
|
|
2008
|
Arvest Trust
Bartlesville,
Oklahoma
|
–
|
-$352K
|
-2,365
|
Closed
|
|
|
2009
|
Verition Fund Management
Greenwich,
Connecticut
|
–
|
-$343K
|
-2,301
|
Closed
|
|
|
2010
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
–
|
-$342K
|
-2,295
|
Closed
|
|
|
2011
|
|
–
|
-$332K
|
-2,227
|
Closed
|
|
|
2012
|
Premier Asset Management
Chicago,
Illinois
|
–
|
-$324K
|
-2,175
|
Closed
|
|
|
2013
|
Atom Investors
Austin,
Texas
|
–
|
-$300K
|
-2,012
|
Closed
|
|
|
2014
|
Great Lakes Retirement
Sandusky,
Ohio
|
–
|
-$292K
|
-1,956
|
Closed
|
|
|
2015
|
YHB Investment Advisors
West Hartford,
Connecticut
|
–
|
-$285K
|
-1,909
|
Closed
|
|
|
2016
|
Edgestream Partners
Princeton,
New Jersey
|
–
|
-$277K
|
-1,860
|
Closed
|
|
|
2017
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
–
|
-$274K
|
-1,841
|
Closed
|
|
|
2018
|
Fiducient Advisors
Chicago,
Illinois
|
–
|
-$262K
|
-1,760
|
Closed
|
|
|
2019
|
Garner Asset Management Corp
Plano,
Texas
|
–
|
-$261K
|
-1,752
|
Closed
|
|
|
2020
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$252K
|
-1,682
|
Closed
|
|
|
2021
|
North Star Asset Management
Neenah,
Wisconsin
|
–
|
-$246K
|
-1,649
|
Closed
|
|
|
2022
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
–
|
-$245K
|
-1,641
|
Closed
|
|
|
2023
|
AJ Wealth Strategies
New York
|
–
|
-$240K
|
-1,608
|
Closed
|
|
|
2024
|
Intact Investment Management
Montreal,
Quebec, Canada
|
–
|
-$238K
|
-1,600
|
Closed
|
|
|
2025
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
–
|
-$233K
|
-1,564
|
Closed
|
|
