|
2001
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$757K
|
-4,227
|
Closed
|
|
|
2002
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
–
|
-$731K
|
-4,083
|
Closed
|
|
|
2003
|
Bosun Asset Management
Chicago,
Illinois
|
–
|
-$591K
|
-3,303
|
Closed
|
|
|
2004
|
|
–
|
-$523K
|
-2,922
|
Closed
|
|
|
2005
|
Riverbridge Partners
Minneapolis,
Minnesota
|
–
|
-$448K
|
-2,500
|
Closed
|
|
|
2006
|
First Financial Bankshares
Abilene,
Texas
|
–
|
-$352K
|
-1,968
|
Closed
|
|
|
2007
|
Alethea Capital Management
Mercer Island,
Washington
|
–
|
-$349K
|
-1,950
|
Closed
|
|
|
2008
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
–
|
-$331K
|
-1,849
|
Closed
|
|
|
2009
|
Sather Financial Group
Victoria,
Texas
|
–
|
-$330K
|
-1,841
|
Closed
|
|
|
2010
|
Centric Wealth Management
Chicago,
Illinois
|
–
|
-$335K
|
-1,782
|
Closed
|
|
|
2011
|
ORG Partners
Roanoke,
Indiana
|
–
|
-$317K
|
-1,770
|
Closed
|
|
|
2012
|
FDx Advisors
Chicago,
Illinois
|
–
|
-$315K
|
-1,760
|
Closed
|
|
|
2013
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$313K
|
-1,749
|
Closed
|
|
|
2014
|
Souders Financial Advisors
Cincinnati,
Ohio
|
–
|
-$310K
|
-1,731
|
Closed
|
|
|
2015
|
World Investment Advisors
Santa Barbara,
California
|
–
|
-$300K
|
-1,675
|
Closed
|
|
|
2016
|
Point72 Hong Kong
Hong Kong
|
–
|
-$294K
|
-1,642
|
Closed
|
|
|
2017
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
–
|
-$283K
|
-1,581
|
Closed
|
|
|
2018
|
Wilkinson Global Asset Management
New York
|
–
|
-$278K
|
-1,550
|
Closed
|
|
|
2019
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
–
|
-$277K
|
-1,549
|
Closed
|
|
|
2020
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$264K
|
-1,472
|
Closed
|
|
|
2021
|
3Chopt Investment Partners
Richmond,
Virginia
|
–
|
-$256K
|
-1,427
|
Closed
|
|
|
2022
|
Blackston Financial Advisory Group
The Villages,
Florida
|
–
|
-$255K
|
-1,426
|
Closed
|
|
|
2023
|
Group One Trading
Chicago,
Illinois
|
–
|
-$279K
|
-1,418
|
Closed
|
|
|
2024
|
Chapin Davis
Baltimore,
Maryland
|
–
|
-$244K
|
-1,361
|
Closed
|
|
|
2025
|
Glassman Wealth Services
Vienna,
Virginia
|
–
|
-$243K
|
-1,358
|
Closed
|
|
