|
2001
|
West Tower Group
Richmond,
Virginia
|
–
|
-$50.5K
|
-693
|
Closed
|
|
|
2002
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
–
|
-$41.8K
|
-573
|
Closed
|
|
|
2003
|
ICA Group Wealth Management
Denver,
Colorado
|
–
|
-$36.8K
|
-504
|
Closed
|
|
|
2004
|
Safeguard Financial
Minocqua,
Wisconsin
|
–
|
-$31K
|
-430
|
Closed
|
|
|
2005
|
25 LLC
St. Louis,
Missouri
|
–
|
-$25K
|
-348
|
Closed
|
|
|
2006
|
Ridgewood Investments
Springfield,
New Jersey
|
–
|
-$15.5K
|
-213
|
Closed
|
|
|
2007
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
–
|
-$12.2K
|
-167
|
Closed
|
|
|
2008
|
Okabena Investment Services
Minneapolis,
Minnesota
|
–
|
-$12.1K
|
-166
|
Closed
|
|
|
2009
|
Worth Asset Management
Dallas,
Texas
|
–
|
-$11.3K
|
-154
|
Closed
|
|
|
2010
|
Evolution Advisers
Richmond,
Virginia
|
–
|
-$10K
|
-138
|
Closed
|
|
|
2011
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
–
|
-$6K
|
-84
|
Closed
|
|
|
2012
|
Disciplined Investments
Tulsa,
Oklahoma
|
–
|
-$4.96K
|
-68
|
Closed
|
|
|
2013
|
Basso Capital Management
Stamford,
Connecticut
|
–
|
-$3.28K
|
-45
|
Closed
|
|
|
2014
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$2.82K
|
-39
|
Closed
|
|
|
2015
|
Riggs Asset Management
Dallas,
Pennsylvania
|
–
|
-$2.55K
|
-35
|
Closed
|
|
