|
2001
|
Curio Wealth
Annapolis,
Maryland
|
$6.05K
|
–
|
–
|
–
|
|
|
2002
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$5.92K
|
-$368K
|
-2,445
|
-98%
|
|
|
2003
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$5.78K
|
-$176K
|
-1,168
|
-97%
|
|
|
2004
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$5.63K
|
–
|
–
|
–
|
|
|
2005
|
Clear Investment Research
Alpharetta,
Georgia
|
$5.63K
|
+$5.71K
|
+38
|
New
|
|
|
2006
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
2007
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$3.85K
|
–
|
–
|
–
|
|
|
2008
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$3.35K
|
–
|
–
|
–
|
|
|
2009
|
TopTier Wealth Management
Muskego,
Wisconsin
|
$3.14K
|
+$3.16K
|
+21
|
New
|
|
|
2010
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$2.96K
|
+$3.01K
|
+20
|
New
|
|
|
2011
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$2.52K
|
-$17.6K
|
-117
|
-87%
|
|
|
2012
|
Benson Wealth Management
Ooltewah, Tn,
Tennessee
|
$2.52K
|
–
|
–
|
–
|
|
|
2013
|
RHL Group
Holly,
Michigan
|
$2.38K
|
–
|
–
|
–
|
|
|
2014
|
Navigoe Wealth Management
Redondo Beach,
California
|
$2K
|
–
|
–
|
–
|
|
|
2015
|
TD Private Client Wealth
New York
|
$1.63K
|
-$1.65K
|
-11
|
-50%
|
|
|
2016
|
Morse Asset Management
Darien,
Connecticut
|
$1.62K
|
–
|
–
|
–
|
|
|
2017
|
IMG Wealth Management
Jacksonville,
Florida
|
$1.33K
|
–
|
–
|
–
|
|
|
2018
|
Kilter Group
Rhinebeck,
New York
|
$407
|
–
|
–
|
–
|
|
|
2019
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$224
|
+$150
|
+1
|
+100%
|
|
|
2020
|
Hartford Financial Management
Hartford,
Connecticut
|
$149
|
–
|
–
|
–
|
|
|
2021
|
Charles Schwab
San Francisco,
California
|
–
|
-$134M
|
-933,014
|
Closed
|
|
|
2022
|
United Services Automobile Association
San Antonio,
Texas
|
–
|
-$48.2M
|
-336,132
|
Closed
|
|
|
2023
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
–
|
-$31.4M
|
-218,597
|
Closed
|
|
|
2024
|
Nisa Investment Advisors
St. Louis,
Missouri
|
–
|
-$11M
|
-76,316
|
Closed
|
|
|
2025
|
Tidal Investments
Milwaukee,
Wisconsin
|
–
|
-$8.17M
|
-56,919
|
Closed
|
|
