|
2001
|
Ballew Advisors
Jackson,
Mississippi
|
–
|
-$104K
|
-3,153
|
Closed
|
|
|
2002
|
Camarda Financial Advisors
Fleming Island,
Florida
|
–
|
-$93K
|
-2,979
|
Closed
|
|
|
2003
|
McAdam LLC
Philadelphia,
Pennsylvania
|
–
|
-$94K
|
-2,967
|
Closed
|
|
|
2004
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
–
|
-$88K
|
-2,850
|
Closed
|
|
|
2005
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
–
|
-$81K
|
-2,577
|
Closed
|
|
|
2006
|
Divergent Wealth Advisors
South Jordan,
Utah
|
–
|
-$50K
|
-1,611
|
Closed
|
|
|
2007
|
WP Advisors
San Francisco,
California
|
–
|
-$48K
|
-1,527
|
Closed
|
|
|
2008
|
TLP Group
Evanston,
Illinois
|
–
|
-$44K
|
-1,407
|
Closed
|
|
|
2009
|
Barnett & Company
Chattanooga,
Tennessee
|
–
|
-$39K
|
-1,233
|
Closed
|
|
|
2010
|
Trilogy Capital
Irvine,
California
|
–
|
-$39K
|
-1,230
|
Closed
|
|
|
2011
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
–
|
-$33K
|
-1,050
|
Closed
|
|
|
2012
|
|
–
|
-$28K
|
-900
|
Closed
|
|
|
2013
|
John W. Bristol & Co
New York
|
–
|
-$19K
|
-600
|
Closed
|
|
|
2014
|
Price Wealth
Austin,
Texas
|
–
|
-$11K
|
-345
|
Closed
|
|
|
2015
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$10K
|
-318
|
Closed
|
|
|
2016
|
Harrington Investments
Napa,
California
|
–
|
-$9K
|
-300
|
Closed
|
|
|
2017
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
–
|
-$8K
|
-240
|
Closed
|
|
|
2018
|
Portfolio Strategies
Monsey,
New York
|
–
|
-$6K
|
-195
|
Closed
|
|
|
2019
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
–
|
-$6K
|
-186
|
Closed
|
|
|
2020
|
Fort LP
Chevy Chase,
Maryland
|
–
|
-$5K
|
-147
|
Closed
|
|
|
2021
|
Lucia Wealth Services
San Diego,
California
|
–
|
-$4K
|
-138
|
Closed
|
|
