|
2001
|
Berkeley Capital Partners
Milton,
Georgia
|
–
|
-$251K
|
-4,472
|
Closed
|
|
|
2002
|
Bristlecone Advisors
Bellevue,
Washington
|
–
|
-$247K
|
-4,396
|
Closed
|
|
|
2003
|
Millie Capital Management
Walnut Creek,
California
|
–
|
-$246K
|
-4,373
|
Closed
|
|
|
2004
|
Evergreen Capital Management
Bellevue,
Washington
|
–
|
-$240K
|
-4,287
|
Closed
|
|
|
2005
|
Terra Nova Asset Management
New York
|
–
|
-$234K
|
-4,167
|
Closed
|
|
|
2006
|
NorthRock Partners
Minneapolis,
Minnesota
|
–
|
-$225K
|
-3,993
|
Closed
|
|
|
2007
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
–
|
-$216K
|
-3,851
|
Closed
|
|
|
2008
|
GM Advisory Group
Melville,
New York
|
–
|
-$206K
|
-3,618
|
Closed
|
|
|
2009
|
Stanford Investment Group
Mountain View,
California
|
–
|
-$160K
|
-2,855
|
Closed
|
|
|
2010
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$148K
|
-2,446
|
Closed
|
|
|
2011
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
–
|
-$135K
|
-2,407
|
Closed
|
|
|
2012
|
|
–
|
-$130K
|
-2,321
|
Closed
|
|
|
2013
|
Stelac Advisory Services
New York
|
–
|
-$105K
|
-1,863
|
Closed
|
|
|
2014
|
EARNEST Partners
Atlanta,
Georgia
|
–
|
-$78K
|
-1,380
|
Closed
|
|
|
2015
|
Empirical Finance
Havertown,
Pennsylvania
|
–
|
-$77K
|
-1,357
|
Closed
|
|
|
2016
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
–
|
-$42K
|
-755
|
Closed
|
|
|
2017
|
Dreman Value Management
West Palm Beach,
Florida
|
–
|
-$42K
|
-744
|
Closed
|
|
|
2018
|
Financial Advisors Network
Tustin,
California
|
–
|
-$40.6K
|
-690
|
Closed
|
|
|
2019
|
BCM Advisors
Lafayette,
Louisiana
|
–
|
-$23K
|
-408
|
Closed
|
|
|
2020
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
–
|
-$22.8K
|
-406
|
Closed
|
|
|
2021
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
–
|
-$5.98K
|
-107
|
Closed
|
|
|
2022
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
–
|
+$182
|
+3
|
New
|
|
