|
2001
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$997K
|
-18,511
|
Closed
|
|
|
2002
|
Financial Services Advisory
Rockville,
Maryland
|
–
|
-$868K
|
-16,112
|
Closed
|
|
|
2003
|
Navellier & Associates
Reno,
Nevada
|
–
|
-$831K
|
-15,420
|
Closed
|
|
|
2004
|
Guardian Partners
Toronto,
Canada
|
–
|
-$741K
|
-13,886
|
Closed
|
|
|
2005
|
Flagship Private Wealth
Woburn,
Massachusetts
|
–
|
-$746K
|
-13,848
|
Closed
|
|
|
2006
|
SIH Partners
Wilmington,
Delaware
|
–
|
-$722K
|
-13,407
|
Closed
|
|
|
2007
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
–
|
-$717K
|
-13,314
|
Closed
|
|
|
2008
|
|
–
|
-$696K
|
-12,921
|
Closed
|
|
|
2009
|
Bank of Hawaii
Honolulu,
Hawaii
|
–
|
-$682K
|
-12,662
|
Closed
|
|
|
2010
|
Finley Financial
Las Vegas,
Nevada
|
–
|
-$645K
|
-11,965
|
Closed
|
|
|
2011
|
Davies Financial Advisors
Murrieta,
California
|
–
|
-$633K
|
-11,753
|
Closed
|
|
|
2012
|
Blue Door Asset Management
Stamford,
Connecticut
|
–
|
-$598K
|
-11,100
|
Closed
|
|
|
2013
|
WMG Financial Advisors
Knoxville,
Tennessee
|
–
|
-$546K
|
-10,138
|
Closed
|
|
|
2014
|
Glaxis Capital Management
Sarasota,
Florida
|
–
|
-$539K
|
-10,000
|
Closed
|
|
|
2015
|
Jupiter Wealth Management
Glendale,
Colorado
|
–
|
-$539K
|
-10,000
|
Closed
|
|
|
2016
|
Quantbot Technologies
New York
|
–
|
-$517K
|
-9,603
|
Closed
|
|
|
2017
|
Range Financial Group
Tigard,
Oregon
|
–
|
-$511K
|
-9,494
|
Closed
|
|
|
2018
|
Iams Wealth Management
Omaha,
Nebraska
|
–
|
-$509K
|
-9,446
|
Closed
|
|
|
2019
|
Ehrlich Financial Group
Laguna Niguel,
California
|
–
|
-$497K
|
-9,229
|
Closed
|
|
|
2020
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
–
|
-$453K
|
-8,401
|
Closed
|
|
|
2021
|
Naples Global Advisors
Naples,
Florida
|
–
|
-$388K
|
-7,207
|
Closed
|
|
|
2022
|
Iyo Bank
Matsuyama,
Japan
|
–
|
-$366K
|
-6,797
|
Closed
|
|
|
2023
|
Patron Partners
Houston,
Texas
|
–
|
-$355K
|
-6,585
|
Closed
|
|
|
2024
|
BIP Wealth
Atlanta,
Georgia
|
–
|
-$336K
|
-6,240
|
Closed
|
|
|
2025
|
Oldfather Financial Services
Kearney,
Nebraska
|
–
|
-$331K
|
-6,138
|
Closed
|
|
