|
2001
|
HWG Holdings
Houston,
Texas
|
$2K
|
+$2.04K
|
+40
|
New
|
|
|
2002
|
Surevest
Los Angeles,
California
|
$2K
|
+$2.55K
|
+50
|
New
|
|
|
2003
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.78K
|
–
|
–
|
–
|
|
|
2004
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.44K
|
+$18.4K
|
+360
|
+1%
|
|
|
2005
|
|
$1K
|
-$1.02K
|
-20
|
-40%
|
|
|
2006
|
WestEnd Advisors
Charlotte,
North Carolina
|
$1K
|
-$511
|
-10
|
-25%
|
|
|
2007
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
2008
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
2009
|
Polar Capital Holdings
London,
United Kingdom
|
$676
|
+$17.9K
|
+350
|
+2%
|
|
|
2010
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$410
|
-$1.33M
|
-25,980
|
-59%
|
|
|
2011
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$339
|
+$30.7K
|
+600
|
+9%
|
|
|
2012
|
Johnson Midwest Financial
Glidden,
Iowa
|
$15
|
+$511
|
+10
|
+3%
|
|
|
2013
|
ING Group
Amsterdam,
Netherlands
|
–
|
-$64.1M
|
-1,320,040
|
Closed
|
|
|
2014
|
Polaris Wealth Advisory Group
San Rafael,
California
|
–
|
-$19.1M
|
-392,850
|
Closed
|
|
|
2015
|
Quadrature Capital
London,
United Kingdom
|
–
|
-$15.9M
|
-327,840
|
Closed
|
|
|
2016
|
Vestor Capital
Chicago,
Illinois
|
–
|
-$15.7M
|
-323,970
|
Closed
|
|
|
2017
|
CTC (Chicago Trading Company)
Chicago,
Illinois
|
–
|
-$6.06M
|
-118,680
|
Closed
|
|
|
2018
|
|
–
|
-$4.79M
|
-98,520
|
Closed
|
|
|
2019
|
Duality Advisers
Miami,
Florida
|
–
|
-$4.45M
|
-91,580
|
Closed
|
|
|
2020
|
Amica Mutual Insurance
Providence,
Rhode Island
|
–
|
-$4.41M
|
-90,800
|
Closed
|
|
|
2021
|
FORA Capital
Miami,
Florida
|
–
|
-$3.56M
|
-73,310
|
Closed
|
|
|
2022
|
Susquehanna International Group (Ireland)
Dublin,
Ireland
|
–
|
-$2.79M
|
-57,460
|
Closed
|
|
|
2023
|
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
|
–
|
-$2.55M
|
-52,430
|
Closed
|
|
|
2024
|
Barings
Charlotte,
North Carolina
|
–
|
-$2.49M
|
-51,340
|
Closed
|
|
|
2025
|
Tudor Investment Corp
Stamford,
Connecticut
|
–
|
-$1.98M
|
-40,830
|
Closed
|
|
