|
2001
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$1.96K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2002
|
Highline Wealth Partners
Sherman Oaks,
California
|
$1.76K
|
+$574
|
1
|
0%
|
Increased
|
|
|
2003
|
Clear Investment Research
Alpharetta,
Georgia
|
$1.38K
|
+$1.34K
|
1
|
0%
|
New
|
|
|
2004
|
VitalStone Financial
Shavano Park,
Texas
|
$1K
|
+$1.34K
|
1
|
0%
|
New
|
|
|
2005
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$783
|
+$765
|
1
|
0%
|
New
|
|
|
2006
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$690
|
$0
|
2
|
0%
|
Maintained
|
|
|
2007
|
25 LLC
St. Louis,
Missouri
|
$596
|
+$574
|
1
|
0%
|
New
|
|
|
2008
|
CGC Financial Services
Lake Oswego,
Oregon
|
$511
|
+$503
|
1
|
0%
|
New
|
|
|
2009
|
Tradewinds Capital Management
Bellingham,
Washington
|
$456
|
+$454
|
1
|
0%
|
New
|
|
|
2010
|
Your Advocates Ltd
Houston,
Texas
|
$384
|
$0
|
1
|
0%
|
Maintained
|
|
|
2011
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$300
|
$0
|
1
|
0%
|
Maintained
|
|
|
2012
|
Macroview Investment Management
Bethesda,
Maryland
|
$236
|
$0
|
1
|
0%
|
Maintained
|
|
|
2013
|
Accel Wealth Management
Waverly,
Iowa
|
$0
|
-$22.6K
|
0
|
–
|
Closed
|
|
|
2014
|
AdvisorShares Investments
Bethesda,
Maryland
|
$0
|
-$124K
|
0
|
–
|
Closed
|
|
|
2015
|
Affinity Investment Advisors
Newport Beach,
California
|
$0
|
-$555K
|
0
|
–
|
Closed
|
|
|
2016
|
|
$0
|
-$401K
|
0
|
–
|
Closed
|
|
|
2017
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$0
|
-$185K
|
0
|
–
|
Closed
|
|
|
2018
|
Alerus Financial
Grand Forks,
North Dakota
|
$0
|
-$361K
|
0
|
–
|
Closed
|
|
|
2019
|
Alyeska Investment Group
Chicago,
Illinois
|
$0
|
-$16.4M
|
0
|
–
|
Closed
|
|
|
2020
|
|
$0
|
-$92.3K
|
0
|
–
|
Closed
|
|
|
2021
|
Antipodes Partners
Royal Exchange,
Australia
|
$0
|
-$39.6M
|
0
|
–
|
Closed
|
|
|
2022
|
Antonetti Capital Management
Naples,
Florida
|
$0
|
-$5.08K
|
0
|
–
|
Closed
|
|
|
2023
|
Bellwether Advisors
Lincoln,
Nebraska
|
$0
|
-$36.3K
|
0
|
–
|
Closed
|
|
|
2024
|
BigSur Wealth Management
Miami,
Florida
|
$0
|
-$231K
|
0
|
–
|
Closed
|
|
|
2025
|
Blue Square Asset Management
New York
|
$0
|
-$208K
|
0
|
–
|
Closed
|
|