|
2001
|
RHL Group
Holly,
Michigan
|
$2.3K
|
+$2.28K
|
+16
|
New
|
|
|
2002
|
Navigoe Wealth Management
Redondo Beach,
California
|
$2K
|
–
|
–
|
–
|
|
|
2003
|
Morse Asset Management
Darien,
Connecticut
|
$1.56K
|
–
|
–
|
–
|
|
|
2004
|
Sterling Capital Management
Charlotte,
North Carolina
|
$1.29K
|
–
|
–
|
–
|
|
|
2005
|
IMG Wealth Management
Jacksonville,
Florida
|
$1.29K
|
+$1.28K
|
+9
|
New
|
|
|
2006
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$431
|
+$427
|
+3
|
New
|
|
|
2007
|
Kilter Group
Rhinebeck,
New York
|
$395
|
–
|
–
|
–
|
|
|
2008
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$216
|
–
|
–
|
–
|
|
|
2009
|
Hartford Financial Management
Hartford,
Connecticut
|
$144
|
–
|
–
|
–
|
|
|
2010
|
Avalon Trust
Santa Fe,
New Mexico
|
$129
|
-$206K
|
-1,446
|
-100%
|
|
|
2011
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$28.8M
|
-204,576
|
Closed
|
|
|
2012
|
TBH Global Asset Management
Brentwood,
Tennessee
|
–
|
-$11.3M
|
-80,296
|
Closed
|
|
|
2013
|
Citadel Advisors
Miami,
Florida
|
–
|
-$10.8M
|
-75,783
|
Closed
|
|
|
2014
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
–
|
-$7.76M
|
-55,086
|
Closed
|
|
|
2015
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
–
|
-$4.1M
|
-29,110
|
Closed
|
|
|
2016
|
Yukon Wealth Management
Overland Park,
Kansas
|
–
|
-$3.83M
|
-27,150
|
Closed
|
|
|
2017
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
–
|
-$3.45M
|
-24,604
|
Closed
|
|
|
2018
|
Blue Barn Wealth
Orem,
Utah
|
–
|
-$3.12M
|
-22,165
|
Closed
|
|
|
2019
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
–
|
-$2.91M
|
-20,676
|
Closed
|
|
|
2020
|
GTS Securities
Miami,
Florida
|
–
|
-$2.49M
|
-17,689
|
Closed
|
|
|
2021
|
Brighton Jones LLC
Seattle,
Washington
|
–
|
-$2.25M
|
-15,964
|
Closed
|
|
|
2022
|
Mount Yale Investment Advisors
Denver,
Colorado
|
–
|
-$2.16M
|
-15,318
|
Closed
|
|
|
2023
|
|
–
|
-$1.97M
|
-14,012
|
Closed
|
|
|
2024
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$1.16M
|
-8,239
|
Closed
|
|
|
2025
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
–
|
-$1.14M
|
-8,066
|
Closed
|
|
