|
2001
|
Evergreen Wealth Management
Williamston,
Michigan
|
–
|
-$379K
|
-1,739
|
Closed
|
|
|
2002
|
Sharp Financial Services
Horsham,
Pennsylvania
|
–
|
-$333K
|
-1,525
|
Closed
|
|
|
2003
|
Congress Asset Management
Boston,
Massachusetts
|
–
|
-$315K
|
-1,443
|
Closed
|
|
|
2004
|
Davidson Trust Company
Seattle,
Washington
|
–
|
-$312K
|
-1,429
|
Closed
|
|
|
2005
|
Veery Capital
Wilmington,
Delaware
|
–
|
-$306K
|
-1,405
|
Closed
|
|
|
2006
|
|
–
|
-$257K
|
-1,179
|
Closed
|
|
|
2007
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
–
|
-$249K
|
-1,140
|
Closed
|
|
|
2008
|
G&S Capital
Denver,
Colorado
|
–
|
-$260K
|
-1,138
|
Closed
|
|
|
2009
|
J.W. Burns & Co
Dewitt,
New York
|
–
|
-$248K
|
-1,137
|
Closed
|
|
|
2010
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
–
|
-$247K
|
-1,135
|
Closed
|
|
|
2011
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
–
|
-$241K
|
-1,105
|
Closed
|
|
|
2012
|
Boston Family Office
Boston,
Massachusetts
|
–
|
-$241K
|
-1,105
|
Closed
|
|
|
2013
|
Sunpointe
St. Louis,
Missouri
|
–
|
-$240K
|
-1,094
|
Closed
|
|
|
2014
|
WBI Investments
Red Bank,
New Jersey
|
–
|
-$231K
|
-1,058
|
Closed
|
|
|
2015
|
Prostatis Group
Hanover,
Maryland
|
–
|
-$228K
|
-1,045
|
Closed
|
|
|
2016
|
RDA Financial Network
Akron,
Iowa
|
–
|
-$227K
|
-1,039
|
Closed
|
|
|
2017
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
–
|
-$218K
|
-1,001
|
Closed
|
|
|
2018
|
Farmers & Merchants Trust Company
Long Beach,
California
|
–
|
-$215K
|
-988
|
Closed
|
|
|
2019
|
SNS Financial Group
Minneapolis,
Minnesota
|
–
|
-$211K
|
-962
|
Closed
|
|
|
2020
|
Baxter Bros Inc
Riverside,
Connecticut
|
–
|
-$205K
|
-940
|
Closed
|
|
|
2021
|
GFG Capital
Miami,
Florida
|
–
|
-$204K
|
-935
|
Closed
|
|
|
2022
|
|
–
|
-$202K
|
-926
|
Closed
|
|
|
2023
|
|
–
|
-$202K
|
-925
|
Closed
|
|
|
2024
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
–
|
-$201K
|
-921
|
Closed
|
|
|
2025
|
Coyle Financial Counsel
Glenview,
Illinois
|
–
|
-$203K
|
-890
|
Closed
|
|
