|
2001
|
Epoch Investment Partners
New York
|
$0
|
-$1.35M
|
0
|
–
|
Closed
|
|
|
2002
|
Estabrook Capital Management
New York
|
$0
|
-$807
|
0
|
–
|
Closed
|
|
|
2003
|
Evolution Wealth Management
Fort Myers,
Florida
|
$0
|
-$618
|
0
|
–
|
Closed
|
|
|
2004
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$0
|
-$959K
|
0
|
–
|
Closed
|
|
|
2005
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$0
|
-$230K
|
0
|
–
|
Closed
|
|
|
2006
|
Family Capital Trust
Peabody,
Massachusetts
|
$0
|
-$90.8K
|
0
|
–
|
Closed
|
|
|
2007
|
Fiduciary Group
Savannah,
Georgia
|
$0
|
-$221K
|
0
|
–
|
Closed
|
|
|
2008
|
Fieldview Capital Management
Niles,
Michigan
|
$0
|
-$234K
|
0
|
–
|
Closed
|
|
|
2009
|
Financial Advocates Investment Management
Olympia,
Washington
|
$0
|
-$212K
|
0
|
–
|
Closed
|
|
|
2010
|
First Western Trust Bank
Denver,
Colorado
|
$0
|
-$1.23M
|
0
|
–
|
Closed
|
|
|
2011
|
Focus Financial Network
Minneapolis,
Minnesota
|
$0
|
-$216K
|
0
|
–
|
Closed
|
|
|
2012
|
Freedom Investment Management
Hartford,
Connecticut
|
$0
|
-$1.06M
|
0
|
–
|
Closed
|
|
|
2013
|
FSA Advisors
Troy,
Michigan
|
$0
|
-$4.75K
|
0
|
–
|
Closed
|
|
|
2014
|
FWL Investment Management
Dallas,
Texas
|
$0
|
-$1.11K
|
0
|
–
|
Closed
|
|
|
2015
|
GAM Holding
Zurich,
Switzerland
|
$0
|
-$1.14M
|
0
|
–
|
Closed
|
|
|
2016
|
GFG Capital
Miami,
Florida
|
$0
|
-$15.9K
|
0
|
–
|
Closed
|
|
|
2017
|
Gilbert & Cook
West Des Moines,
Iowa
|
$0
|
-$599K
|
0
|
–
|
Closed
|
|
|
2018
|
Gradient Investments
Arden Hills,
Minnesota
|
$0
|
-$9.96M
|
0
|
–
|
Closed
|
|
|
2019
|
Graham Capital Management
Rowayton,
Connecticut
|
$0
|
-$4.7M
|
0
|
–
|
Closed
|
|
|
2020
|
Greykasell Wealth Strategies
Danville,
California
|
$0
|
-$2.32K
|
0
|
–
|
Closed
|
|
|
2021
|
Guardian Partners
Toronto,
Canada
|
$0
|
-$4.56M
|
0
|
–
|
Closed
|
|
|
2022
|
Guidance Capital
Lousville,
Kentucky
|
$0
|
-$242K
|
0
|
–
|
Closed
|
|
|
2023
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$0
|
-$392K
|
0
|
–
|
Closed
|
|
|
2024
|
Hardy Reed
Tupelo,
Mississippi
|
$0
|
-$202K
|
0
|
–
|
Closed
|
|
|
2025
|
Haven Private
Orlando,
Florida
|
$0
|
-$441K
|
0
|
–
|
Closed
|
|