|
2001
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$8K
|
-$9.7K
|
-185
|
-54%
|
|
|
2002
|
Pathway Financial Advisers
Auburn,
Indiana
|
$6.23K
|
+$6.55K
|
+125
|
New
|
|
|
2003
|
Islay Capital Management
Lubbock,
Texas
|
$5.98K
|
–
|
–
|
–
|
|
|
2004
|
Tradewinds Capital Management
Bellingham,
Washington
|
$5.24K
|
+$5.5K
|
+105
|
New
|
|
|
2005
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$4K
|
–
|
–
|
–
|
|
|
2006
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$3.49K
|
–
|
–
|
–
|
|
|
2007
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$2.82K
|
–
|
–
|
–
|
|
|
2008
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$1.5K
|
+$1.57K
|
+30
|
New
|
|
|
2009
|
Covestor
London,
United Kingdom
|
$1K
|
-$262
|
-5
|
-20%
|
|
|
2010
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$748
|
-$56.6K
|
-1,080
|
-99%
|
|
|
2011
|
Clean Yield Group
Norwich,
Vermont
|
$4
|
–
|
–
|
–
|
|
|
2012
|
Veritable
Wilmington,
Delaware
|
–
|
-$315M
|
-6,024,965
|
Closed
|
|
|
2013
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
–
|
-$46.1M
|
-882,045
|
Closed
|
|
|
2014
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
–
|
-$9.89M
|
-189,165
|
Closed
|
|
|
2015
|
Jump Financial
Chicago,
Illinois
|
–
|
-$6.81M
|
-130,130
|
Closed
|
|
|
2016
|
IronBridge Private Wealth
Austin,
Texas
|
–
|
-$5.75M
|
-109,870
|
Closed
|
|
|
2017
|
|
–
|
-$5.73M
|
-109,600
|
Closed
|
|
|
2018
|
Forum Private Client Group
Fishers,
Indiana
|
–
|
-$4.16M
|
-79,500
|
Closed
|
|
|
2019
|
Bard Financial Services
Branford,
Connecticut
|
–
|
-$3.73M
|
-71,250
|
Closed
|
|
|
2020
|
Buttonwood Financial Group
Kansas City,
Missouri
|
–
|
-$3.02M
|
-55,895
|
Closed
|
|
|
2021
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.34M
|
-44,685
|
Closed
|
|
|
2022
|
Segall Bryant & Hamill
Chicago,
Illinois
|
–
|
-$1.66M
|
-31,795
|
Closed
|
|
|
2023
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
–
|
-$1.63M
|
-31,105
|
Closed
|
|
|
2024
|
Prostatis Group
Hanover,
Maryland
|
–
|
-$958K
|
-26,130
|
Closed
|
|
|
2025
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
–
|
-$1.29M
|
-24,750
|
Closed
|
|
