|
2001
|
Diversify Advisory Services
Sandy,
Utah
|
–
|
-$1.99M
|
-20,944
|
Closed
|
|
|
2002
|
Constant Guidance Financial
Attleboro Falls,
Massachusetts
|
–
|
-$572K
|
-20,824
|
Closed
|
|
|
2003
|
Teucrium Investment Advisors
Burlington,
Vermont
|
–
|
-$1.59M
|
-16,856
|
Closed
|
|
|
2004
|
Nautilus Advisors
La Jolla,
California
|
–
|
-$1.36M
|
-14,400
|
Closed
|
|
|
2005
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$1.2M
|
-12,768
|
Closed
|
|
|
2006
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
–
|
-$1.18M
|
-12,496
|
Closed
|
|
|
2007
|
Runnymede Capital Advisors
Dublin,
Ohio
|
–
|
-$870K
|
-9,232
|
Closed
|
|
|
2008
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$792K
|
-8,328
|
Closed
|
|
|
2009
|
Teamwork Financial Advisors
San Antonio,
Texas
|
–
|
-$717K
|
-7,608
|
Closed
|
|
|
2010
|
Quantbot Technologies
New York
|
–
|
-$710K
|
-7,536
|
Closed
|
|
|
2011
|
First National Bank of Omaha
Omaha,
Nebraska
|
–
|
-$643K
|
-6,824
|
Closed
|
|
|
2012
|
Florida Financial Advisors
Tampa,
Florida
|
–
|
-$609K
|
-6,464
|
Closed
|
|
|
2013
|
Blueshift Asset Management
Red Bank,
New Jersey
|
–
|
-$558K
|
-5,920
|
Closed
|
|
|
2014
|
KLCM Advisors
Milwaukee,
Wisconsin
|
–
|
-$539K
|
-5,720
|
Closed
|
|
|
2015
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
–
|
-$528K
|
-5,600
|
Closed
|
|
|
2016
|
Lee Financial
Dallas,
Texas
|
–
|
-$524K
|
-5,560
|
Closed
|
|
|
2017
|
Capital Insight Partners
Scottsdale,
Arizona
|
–
|
-$472K
|
-5,008
|
Closed
|
|
|
2018
|
Signet Private Wealth
Chicago,
Illinois
|
–
|
-$472K
|
-5,008
|
Closed
|
|
|
2019
|
London & Capital Asset Management
London,
United Kingdom
|
–
|
-$465K
|
-4,936
|
Closed
|
|
|
2020
|
Bank of Hawaii
Honolulu,
Hawaii
|
–
|
-$452K
|
-4,800
|
Closed
|
|
|
2021
|
Clarkston Capital Partners
Rochester,
Michigan
|
–
|
-$452K
|
-4,792
|
Closed
|
|
|
2022
|
Seven Mile Advisory
Ewing,
New Jersey
|
–
|
-$439K
|
-4,656
|
Closed
|
|
|
2023
|
Objective Capital Management
Pepper Pike,
Ohio
|
–
|
-$410K
|
-4,344
|
Closed
|
|
|
2024
|
RCS Financial Planning
Annapolis,
Maryland
|
–
|
-$374K
|
-3,968
|
Closed
|
|
|
2025
|
L.J. Altfest & Co
New York
|
–
|
-$372K
|
-3,952
|
Closed
|
|
