|
2001
|
Nicholson Wealth Management Group
Charlestown,
South Carolina
|
$0
|
-$1.63M
|
0
|
–
|
Closed
|
|
|
2002
|
|
$0
|
-$445M
|
0
|
–
|
Closed
|
|
|
2003
|
Nova Wealth Management
Bonita Springs,
Florida
|
$0
|
-$1.87K
|
0
|
–
|
Closed
|
|
|
2004
|
Olistico Wealth
Tulsa,
Oklahoma
|
$0
|
-$20
|
0
|
–
|
Closed
|
|
|
2005
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$0
|
-$202K
|
0
|
–
|
Closed
|
|
|
2006
|
Optima Capital
Beaverton,
Oregon
|
$0
|
-$25.4K
|
0
|
–
|
Closed
|
|
|
2007
|
Optimist Retirement Group
Bellevue,
Washington
|
$0
|
-$689K
|
0
|
–
|
Closed
|
|
|
2008
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$0
|
-$272K
|
0
|
–
|
Closed
|
|
|
2009
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$0
|
-$4.5K
|
0
|
–
|
Closed
|
|
|
2010
|
Park Square Financial Group
Roswell,
Georgia
|
$0
|
-$10.9K
|
0
|
–
|
Closed
|
|
|
2011
|
Performa Ltd (US)
Charleston,
South Carolina
|
$0
|
-$903
|
0
|
–
|
Closed
|
|
|
2012
|
PharVision Advisers
Boca Raton,
Florida
|
$0
|
-$453K
|
0
|
–
|
Closed
|
|
|
2013
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$0
|
-$1.38M
|
0
|
–
|
Closed
|
|
|
2014
|
Polianta Ltd
St Helier,
Jersey
|
$0
|
-$1.41M
|
0
|
–
|
Closed
|
|
|
2015
|
Polymer Capital Management
New York
|
$0
|
-$1.9M
|
0
|
–
|
Closed
|
|
|
2016
|
Prelude Capital Management
New York
|
$0
|
-$1.33M
|
0
|
–
|
Closed
|
|
|
2017
|
Principal Street Partners
Memphis,
Tennessee
|
$0
|
-$210K
|
0
|
–
|
Closed
|
|
|
2018
|
Private Capital Management (Florida)
Naples,
Florida
|
$0
|
-$1.92M
|
0
|
–
|
Closed
|
|
|
2019
|
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
|
$0
|
-$850K
|
0
|
–
|
Closed
|
|
|
2020
|
Quadcap Wealth Management
Frisco,
Texas
|
$0
|
-$246K
|
0
|
–
|
Closed
|
|
|
2021
|
Quattro Advisors
Pittsburgh,
Pennsylvania
|
$0
|
-$832
|
0
|
–
|
Closed
|
|
|
2022
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$0
|
-$1.54K
|
0
|
–
|
Closed
|
|
|
2023
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$0
|
-$297K
|
0
|
–
|
Closed
|
|
|
2024
|
RD Lewis Holdings
Maitland,
Florida
|
$0
|
-$235K
|
0
|
–
|
Closed
|
|
|
2025
|
Reflection Asset Management
Isle Of Palms,
South Carolina
|
$0
|
-$18.1K
|
0
|
–
|
Closed
|
|