|
2001
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$0
|
-$247K
|
0
|
–
|
Closed
|
|
|
2002
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$0
|
-$74K
|
0
|
–
|
Closed
|
|
|
2003
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$0
|
-$12.6M
|
0
|
–
|
Closed
|
|
|
2004
|
Garde Capital
Seattle,
Washington
|
$0
|
-$120K
|
0
|
–
|
Closed
|
|
|
2005
|
GDS Wealth Management
Flower Mound,
Texas
|
$0
|
-$32.4K
|
0
|
–
|
Closed
|
|
|
2006
|
Genesis Private Wealth
Ashburn,
Virginia
|
$0
|
-$22.4K
|
0
|
–
|
Closed
|
|
|
2007
|
Georgetown University
Washington,
District of Columbia
|
$0
|
-$489K
|
0
|
–
|
Closed
|
|
|
2008
|
Golden State Equity Partners
South Coast Metro,
California
|
$0
|
-$201K
|
0
|
–
|
Closed
|
|
|
2009
|
Goodman Advisory Group
Needham,
Massachusetts
|
$0
|
-$1.33K
|
0
|
–
|
Closed
|
|
|
2010
|
Graney & King
Latham,
New York
|
$0
|
-$9.43K
|
0
|
–
|
Closed
|
|
|
2011
|
Greenland Capital Management
New York
|
$0
|
-$2.96M
|
0
|
–
|
Closed
|
|
|
2012
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$0
|
-$763K
|
0
|
–
|
Closed
|
|
|
2013
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$0
|
-$119
|
0
|
–
|
Closed
|
|
|
2014
|
Groupe la Francaise
Paris,
France
|
$0
|
-$9.69K
|
0
|
–
|
Closed
|
|
|
2015
|
GSG Advisors
Mount Laurel,
New Jersey
|
$0
|
-$206K
|
0
|
–
|
Closed
|
|
|
2016
|
GTS Securities
Miami,
Florida
|
$0
|
-$1.53M
|
0
|
–
|
Closed
|
|
|
2017
|
Hager Investment Management Services
New London,
New Hampshire
|
$0
|
-$15.3K
|
0
|
–
|
Closed
|
|
|
2018
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$0
|
-$3.63K
|
0
|
–
|
Closed
|
|
|
2019
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$0
|
-$99.8K
|
0
|
–
|
Closed
|
|
|
2020
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$0
|
-$406K
|
0
|
–
|
Closed
|
|
|
2021
|
Horrell Capital Management
Little Rock,
Arkansas
|
$0
|
-$5.36K
|
0
|
–
|
Closed
|
|
|
2022
|
Icon Wealth Advisors
Houston,
Texas
|
$0
|
-$301K
|
0
|
–
|
Closed
|
|
|
2023
|
InceptionR
Lafayette,
California
|
$0
|
-$746K
|
0
|
–
|
Closed
|
|
|
2024
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$0
|
-$375K
|
0
|
–
|
Closed
|
|
|
2025
|
Innealta Capital
Austin,
Texas
|
$0
|
-$225K
|
0
|
–
|
Closed
|
|