|
2001
|
Bessemer Securities
New York
|
–
|
-$141K
|
-2,290
|
Closed
|
|
|
2002
|
Engrave Wealth Partners
The Woodlands,
Texas
|
–
|
-$122K
|
-1,983
|
Closed
|
|
|
2003
|
Wexford Capital
West Palm Beach,
Florida
|
–
|
-$104K
|
-1,690
|
Closed
|
|
|
2004
|
Fortis Advisors
Wayne,
Pennsylvania
|
–
|
-$77K
|
-1,250
|
Closed
|
|
|
2005
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
–
|
-$71K
|
-1,151
|
Closed
|
|
|
2006
|
Balentine LLC
Atlanta,
Georgia
|
–
|
-$61K
|
-986
|
Closed
|
|
|
2007
|
NN Investment Partners Holdings
The Hague,
Netherlands
|
–
|
-$58K
|
-948
|
Closed
|
|
|
2008
|
Tortoise Investment Management
White Plains,
New York
|
–
|
-$49K
|
-796
|
Closed
|
|
|
2009
|
FSA Wealth Management
Needham,
Massachusetts
|
–
|
-$38K
|
-616
|
Closed
|
|
|
2010
|
FNY Investment Advisers
New York
|
–
|
-$37K
|
-602
|
Closed
|
|
|
2011
|
RMR Wealth Builders
Montclair,
New Jersey
|
–
|
-$33K
|
-545
|
Closed
|
|
|
2012
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
–
|
-$31K
|
-500
|
Closed
|
|
|
2013
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
–
|
-$26K
|
-413
|
Closed
|
|
|
2014
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
–
|
-$24K
|
-390
|
Closed
|
|
|
2015
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
–
|
-$24K
|
-383
|
Closed
|
|
|
2016
|
Perennial Advisors
New York
|
–
|
-$23K
|
-376
|
Closed
|
|
|
2017
|
Modus Advisors
Excelsior,
Minnesota
|
–
|
-$19K
|
-314
|
Closed
|
|
|
2018
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
–
|
-$9K
|
-145
|
Closed
|
|
|
2019
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
–
|
-$5.48K
|
-89
|
Closed
|
|
|
2020
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
–
|
-$5K
|
-76
|
Closed
|
|
|
2021
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
–
|
-$4K
|
-60
|
Closed
|
|
|
2022
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
–
|
-$3K
|
-50
|
Closed
|
|
|
2023
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
–
|
-$3K
|
-35
|
Closed
|
|
|
2024
|
DeepCurrents Investment Group
New York
|
–
|
-$1K
|
-23
|
Closed
|
|
|
2025
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
–
|
-$974
|
-16
|
-67%
|
|
