|
2001
|
DoubleLine ETF Adviser
Tampa,
Florida
|
–
|
-$3.74M
|
-55,110
|
Closed
|
|
|
2002
|
Capstone Investment Advisors
New York
|
–
|
-$3.29M
|
-49,262
|
Closed
|
|
|
2003
|
American Investment Services
Great Barrington,
Massachusetts
|
–
|
-$2.68M
|
-39,474
|
Closed
|
|
|
2004
|
SummitTX Capital
Fort Worth,
Texas
|
–
|
-$2.61M
|
-38,400
|
Closed
|
|
|
2005
|
Financial Counselors Inc
Overland Park,
Kansas
|
–
|
-$2.36M
|
-34,827
|
Closed
|
|
|
2006
|
United Services Automobile Association
San Antonio,
Texas
|
–
|
-$2.06M
|
-30,428
|
Closed
|
|
|
2007
|
Freedom Together Foundation
New York
|
–
|
-$1.96M
|
-28,911
|
Closed
|
|
|
2008
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
–
|
-$1.89M
|
-27,909
|
Closed
|
|
|
2009
|
Sherbrooke Park Advisers
White Plains,
New York
|
–
|
-$1.42M
|
-20,954
|
Closed
|
|
|
2010
|
Catalyst Funds Management
Sydney NSW,
Australia
|
–
|
-$1.42M
|
-20,880
|
Closed
|
|
|
2011
|
Jefferies Financial Group
New York
|
–
|
-$1.38M
|
-20,333
|
Closed
|
|
|
2012
|
Graham Capital Management
Rowayton,
Connecticut
|
–
|
-$1.25M
|
-18,440
|
Closed
|
|
|
2013
|
DRW Securities
Chicago,
Illinois
|
–
|
-$1.22M
|
-17,985
|
Closed
|
|
|
2014
|
Peak Retirement Planning
Columbus,
Ohio
|
–
|
-$1.02M
|
-15,101
|
Closed
|
|
|
2015
|
CTC Alternative Strategies
Chicago,
Illinois
|
–
|
-$1.02M
|
-15,000
|
Closed
|
|
|
2016
|
Berkeley Capital Partners
Milton,
Georgia
|
–
|
-$972K
|
-14,321
|
Closed
|
|
|
2017
|
American Assets Inc
San Diego,
California
|
–
|
-$950K
|
-14,000
|
Closed
|
|
|
2018
|
AMI Asset Management
Los Angeles,
California
|
–
|
-$800K
|
-11,787
|
Closed
|
|
|
2019
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
–
|
-$752K
|
-11,077
|
Closed
|
|
|
2020
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$737K
|
-10,862
|
Closed
|
|
|
2021
|
Prelude Capital Management
New York
|
–
|
-$730K
|
-10,762
|
Closed
|
|
|
2022
|
GSA Capital Partners
London,
United Kingdom
|
–
|
-$709K
|
-10,456
|
Closed
|
|
|
2023
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$700K
|
-10,316
|
Closed
|
|
|
2024
|
MOKAN Wealth Management
Overland Park,
Kansas
|
–
|
-$684K
|
-10,086
|
Closed
|
|
|
2025
|
Simon Quick Advisors
Morristown,
New Jersey
|
–
|
-$679K
|
-10,005
|
Closed
|
|
