|
2001
|
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
|
–
|
-$3M
|
-36,901
|
Closed
|
|
|
2002
|
Headlands Technologies
Chicago,
Illinois
|
–
|
-$2.41M
|
-29,725
|
Closed
|
|
|
2003
|
Y.D. More Investments
Ramat Gan,
Israel
|
–
|
-$2.27M
|
-28,000
|
Closed
|
|
|
2004
|
Latitude Advisors
Vero Beach,
Florida
|
–
|
-$1.82M
|
-22,388
|
Closed
|
|
|
2005
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
–
|
-$1.59M
|
-19,567
|
Closed
|
|
|
2006
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$1.56M
|
-19,068
|
Closed
|
|
|
2007
|
Two Sigma Securities
New York
|
–
|
-$1.52M
|
-18,692
|
Closed
|
|
|
2008
|
RCS Financial Planning
Annapolis,
Maryland
|
–
|
-$1.36M
|
-16,797
|
Closed
|
|
|
2009
|
Jump Financial
Chicago,
Illinois
|
–
|
-$1.34M
|
-16,531
|
Closed
|
|
|
2010
|
Focused Alpha LLC
Denver,
Colorado
|
–
|
-$1.26M
|
-15,552
|
Closed
|
|
|
2011
|
Farringdon Capital
London,
United Kingdom
|
–
|
-$1.05M
|
-12,920
|
Closed
|
|
|
2012
|
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
|
–
|
-$964K
|
-11,878
|
Closed
|
|
|
2013
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
–
|
-$724K
|
-8,918
|
Closed
|
|
|
2014
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
–
|
-$712K
|
-8,769
|
Closed
|
|
|
2015
|
BTG Pactual Asset Management US
New York
|
–
|
-$478K
|
-7,670
|
Closed
|
|
|
2016
|
Fortune Financial Group
Naples,
Florida
|
–
|
-$618K
|
-7,393
|
Closed
|
|
|
2017
|
Summit Global Investments
Bountiful,
Utah
|
–
|
-$554K
|
-6,829
|
Closed
|
|
|
2018
|
KW Wealth Management
Sacramento,
California
|
–
|
-$537K
|
-6,614
|
Closed
|
|
|
2019
|
Bourgeon Capital Management
Darien,
Connecticut
|
–
|
-$515K
|
-6,346
|
Closed
|
|
|
2020
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
–
|
-$511K
|
-6,301
|
Closed
|
|
|
2021
|
|
–
|
-$503K
|
-6,201
|
Closed
|
|
|
2022
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
–
|
-$493K
|
-6,076
|
Closed
|
|
|
2023
|
Quintet Private Bank (Europe)
Luxembourg
|
–
|
-$478K
|
-5,885
|
Closed
|
|
|
2024
|
Lazard Asset Management
New York
|
–
|
-$463K
|
-5,702
|
Closed
|
|
|
2025
|
Mach-1 Financial Group
Rogers,
Arkansas
|
–
|
-$461K
|
-5,681
|
Closed
|
|
