|
2001
|
ASB Consultores
Aventura,
Florida
|
–
|
-$258K
|
-1,100
|
Closed
|
|
|
2002
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
–
|
-$255K
|
-1,100
|
Closed
|
|
|
2003
|
CMC Financial Group
Atlanta,
Georgia
|
–
|
-$237K
|
-1,025
|
Closed
|
|
|
2004
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
–
|
-$237K
|
-1,025
|
Closed
|
|
|
2005
|
Volterra Technologies
New York
|
–
|
-$237K
|
-1,025
|
Closed
|
|
|
2006
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$232K
|
-1,000
|
Closed
|
|
|
2007
|
Gilbert & Cook
West Des Moines,
Iowa
|
–
|
-$232K
|
-1,000
|
Closed
|
|
|
2008
|
Moody National Bank Trust Division
Galveston,
Texas
|
–
|
-$232K
|
-1,000
|
Closed
|
|
|
2009
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
–
|
-$226K
|
-975
|
Closed
|
|
|
2010
|
Cascade Financial Partners
San Diego,
California
|
–
|
-$226K
|
-975
|
Closed
|
|
|
2011
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
–
|
-$226K
|
-975
|
Closed
|
|
|
2012
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
–
|
-$227K
|
-975
|
Closed
|
|
|
2013
|
Saturna Capital
Bellingham,
Washington
|
–
|
-$226K
|
-975
|
Closed
|
|
|
2014
|
Successful Portfolios
Clearwater,
Florida
|
–
|
-$226K
|
-975
|
Closed
|
|
|
2015
|
Causeway Capital Management
Los Angeles,
California
|
–
|
-$214K
|
-925
|
Closed
|
|
|
2016
|
Kendall Capital Management
Rockville,
Maryland
|
–
|
-$214K
|
-925
|
Closed
|
|
|
2017
|
Sargent Investment Group
Bethesda,
Maryland
|
–
|
-$205K
|
-925
|
Closed
|
|
|
2018
|
SNS Financial Group
Minneapolis,
Minnesota
|
–
|
-$214K
|
-925
|
Closed
|
|
|
2019
|
Washington Trust Bank
Spokane,
Washington
|
–
|
-$214K
|
-925
|
Closed
|
|
|
2020
|
Wealth Management Partners
Tucson,
Arizona
|
–
|
-$215K
|
-925
|
Closed
|
|
|
2021
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
–
|
-$214K
|
-925
|
Closed
|
|
|
2022
|
Bouchey Financial Group
Troy,
New York
|
–
|
-$208K
|
-900
|
Closed
|
|
|
2023
|
ERn Financial LLC
Middleton,
Wisconsin
|
–
|
-$208K
|
-900
|
Closed
|
|
|
2024
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
–
|
-$208K
|
-900
|
Closed
|
|
|
2025
|
Integrity Wealth Solutions
Denver,
Colorado
|
–
|
-$209K
|
-900
|
Closed
|
|
