|
2001
|
Generation Capital Management
Pittsford,
New York
|
–
|
-$232K
|
-4,230
|
Closed
|
|
|
2002
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
–
|
-$231K
|
-4,213
|
Closed
|
|
|
2003
|
Vanguard Personalized Indexing Management
Oakland,
California
|
–
|
-$227K
|
-4,151
|
Closed
|
|
|
2004
|
Cadia Private Client
Parsippany,
New Jersey
|
–
|
-$225K
|
-4,106
|
Closed
|
|
|
2005
|
Gerber LLC
Columbus,
Ohio
|
–
|
-$220K
|
-4,024
|
Closed
|
|
|
2006
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
–
|
-$220K
|
-4,022
|
Closed
|
|
|
2007
|
Regatta Capital Group
El Segundo,
California
|
–
|
-$220K
|
-4,021
|
Closed
|
|
|
2008
|
Insight Advisors
Newtown,
Pennsylvania
|
–
|
-$219K
|
-4,001
|
Closed
|
|
|
2009
|
Serenus Wealth Advisors
Santa Monica,
California
|
–
|
-$219K
|
-4,000
|
Closed
|
|
|
2010
|
Z3 Capital Partners
Richmond,
Virginia
|
–
|
-$219K
|
-4,000
|
Closed
|
|
|
2011
|
Leigh Baldwin & Co
Cazenovia,
New York
|
–
|
-$219K
|
-3,999
|
Closed
|
|
|
2012
|
Valicenti Advisory Services
Elmira,
New York
|
–
|
-$219K
|
-3,998
|
Closed
|
|
|
2013
|
Vericrest Private Wealth
Newtown,
Pennsylvania
|
–
|
-$217K
|
-3,970
|
Closed
|
|
|
2014
|
Peak Asset Management
Louisville,
Colorado
|
–
|
-$216K
|
-3,942
|
Closed
|
|
|
2015
|
Stableford Capital II
Scottsdale,
Arizona
|
–
|
-$216K
|
-3,935
|
Closed
|
|
|
2016
|
Penobscot Investment Management
Boston,
Massachusetts
|
–
|
-$215K
|
-3,931
|
Closed
|
|
|
2017
|
BCS Wealth Management
Johnson City,
Tennessee
|
–
|
-$215K
|
-3,928
|
Closed
|
|
|
2018
|
Clune & Associates
Chicago,
Illinois
|
–
|
-$215K
|
-3,926
|
Closed
|
|
|
2019
|
Carson Advisory
Athens,
Georgia
|
–
|
-$215K
|
-3,922
|
Closed
|
|
|
2020
|
Platform Technology Partners
New York
|
–
|
-$215K
|
-3,921
|
Closed
|
|
|
2021
|
Stack Financial Management
Whitefish,
Montana
|
–
|
-$214K
|
-3,912
|
Closed
|
|
|
2022
|
Berkshire Money Management
Dalton,
Massachusetts
|
–
|
-$213K
|
-3,882
|
Closed
|
|
|
2023
|
Milestones Private Investment Advisors
Fairport,
New York
|
–
|
-$212K
|
-3,873
|
Closed
|
|
|
2024
|
Howard Wealth Management
Madison,
Connecticut
|
–
|
-$212K
|
-3,870
|
Closed
|
|
|
2025
|
Milestone Asset Management Group
Avon,
Connecticut
|
–
|
-$212K
|
-3,870
|
Closed
|
|
