|
2001
|
Point72 Asset Management
Stamford,
Connecticut
|
–
|
-$506K
|
-5,000
|
Closed
|
|
|
2002
|
Curi Wealth Management
Raleigh,
North Carolina
|
–
|
-$471K
|
-4,894
|
Closed
|
|
|
2003
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$453K
|
-4,702
|
Closed
|
|
|
2004
|
Signify Wealth
Saint Louis,
Missouri
|
–
|
-$419K
|
-4,352
|
Closed
|
|
|
2005
|
Belvedere Trading
Chicago,
Illinois
|
–
|
-$407K
|
-4,024
|
Closed
|
|
|
2006
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
–
|
-$385K
|
-4,000
|
Closed
|
|
|
2007
|
|
–
|
-$373K
|
-3,872
|
Closed
|
|
|
2008
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
–
|
-$370K
|
-3,848
|
Closed
|
|
|
2009
|
|
–
|
-$361K
|
-3,750
|
Closed
|
|
|
2010
|
Montecito Bank & Trust
Santa Barbara,
California
|
–
|
-$296K
|
-3,078
|
Closed
|
|
|
2011
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
–
|
-$260K
|
-2,706
|
Closed
|
|
|
2012
|
Wellington Wealth Strategies
Indianapolis,
Indiana
|
–
|
-$251K
|
-2,608
|
Closed
|
|
|
2013
|
Berkeley Capital Partners
Milton,
Georgia
|
–
|
-$244K
|
-2,538
|
Closed
|
|
|
2014
|
Canal Capital Management
Richmond,
Virginia
|
–
|
-$238K
|
-2,470
|
Closed
|
|
|
2015
|
Principal Street Partners
Memphis,
Tennessee
|
–
|
-$228K
|
-2,366
|
Closed
|
|
|
2016
|
LJI Wealth Management
Indianapolis,
Indiana
|
–
|
-$218K
|
-2,270
|
Closed
|
|
|
2017
|
Sterling Group Wealth Management
Pasadena,
California
|
–
|
-$217K
|
-2,256
|
Closed
|
|
|
2018
|
John G. Ullman & Associates
Corning,
New York
|
–
|
-$209K
|
-2,172
|
Closed
|
|
|
2019
|
Napa Wealth Management
Napa,
California
|
–
|
-$207K
|
-2,156
|
Closed
|
|
|
2020
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
–
|
-$207K
|
-2,148
|
Closed
|
|
|
2021
|
Focused Wealth Management
Newburgh,
New York
|
–
|
-$205K
|
-2,136
|
Closed
|
|
|
2022
|
Curated Wealth Partners
El Segundo,
California
|
–
|
-$214K
|
-2,114
|
Closed
|
|
|
2023
|
Legacy Financial Advisors
Covington,
Kentucky
|
–
|
-$202K
|
-2,100
|
Closed
|
|
|
2024
|
True Vision MN
Woodbury,
Minnesota
|
–
|
-$202K
|
-2,100
|
Closed
|
|
|
2025
|
FourThought Financial Partners
Venice,
Florida
|
–
|
-$201K
|
-2,090
|
Closed
|
|
