|
2001
|
IMA Advisory Services
Denver,
Colorado
|
–
|
-$242K
|
-3,640
|
Closed
|
|
|
2002
|
Impact Partnership Wealth
Marietta,
Georgia
|
–
|
-$240K
|
-3,616
|
Closed
|
|
|
2003
|
Hilton Capital Management
Garden City,
New York
|
–
|
-$234K
|
-3,520
|
Closed
|
|
|
2004
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
–
|
-$229K
|
-3,440
|
Closed
|
|
|
2005
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
–
|
-$216K
|
-3,252
|
Closed
|
|
|
2006
|
Triumph Capital Management
Denver,
Colorado
|
–
|
-$215K
|
-3,232
|
Closed
|
|
|
2007
|
Bridge Advisory
Pasadena,
California
|
–
|
-$213K
|
-3,212
|
Closed
|
|
|
2008
|
Soundwatch Capital
Rowayton,
Connecticut
|
–
|
-$210K
|
-3,164
|
Closed
|
|
|
2009
|
Welch Group
Birmingham,
Alabama
|
–
|
-$206K
|
-3,100
|
Closed
|
|
|
2010
|
Pecaut & Co
Sioux City,
Iowa
|
–
|
-$134K
|
-2,012
|
Closed
|
|
|
2011
|
Strategic Investment Solutions
Orland Park,
Illinois
|
–
|
-$132K
|
-1,924
|
Closed
|
|
|
2012
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
–
|
-$115K
|
-1,724
|
Closed
|
|
|
2013
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
–
|
-$67.4K
|
-1,012
|
Closed
|
|
|
2014
|
Abound Wealth Management
Franklin,
Tennessee
|
–
|
-$42K
|
-632
|
Closed
|
|
|
2015
|
WR Wealth Planners
Columbia,
Missouri
|
–
|
-$35.9K
|
-540
|
Closed
|
|
|
2016
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
–
|
-$32.2K
|
-484
|
Closed
|
|
|
2017
|
BluePath Capital Management
Atlanta,
Georgia
|
–
|
-$26.6K
|
-400
|
Closed
|
|
|
2018
|
Tower Research Capital (TRC)
New York
|
–
|
-$24.7K
|
-372
|
Closed
|
|
|
2019
|
Buck Wealth Strategies
Denver,
Colorado
|
–
|
-$17K
|
-256
|
Closed
|
|
|
2020
|
Your Advocates Ltd
Houston,
Texas
|
–
|
-$13.3K
|
-200
|
Closed
|
|
|
2021
|
Princeton Global Asset Management
Princeton,
New Jersey
|
–
|
-$12.5K
|
-188
|
Closed
|
|
|
2022
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
–
|
-$10.9K
|
-164
|
Closed
|
|
|
2023
|
Perritt Capital Management
Chicago,
Illinois
|
–
|
-$7.98K
|
-120
|
Closed
|
|
|
2024
|
HBC Financial Services
Seattle,
Washington
|
–
|
-$7K
|
-112
|
Closed
|
|
|
2025
|
Savior LLC
Wellesley Hills,
Massachusetts
|
–
|
-$6.95K
|
-104
|
Closed
|
|
