|
2001
|
WestEnd Advisors
Charlotte,
North Carolina
|
$394
|
-$539
|
0
|
–
|
Closed
|
|
|
2002
|
Westside Investment Management
Santa Monica,
California
|
$44
|
+$208
|
4
|
0%
|
Increased
|
|
|
2003
|
Abound Wealth Management
Franklin,
Tennessee
|
$0
|
-$3.32K
|
0
|
–
|
Closed
|
|
|
2004
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$0
|
-$3.49K
|
0
|
–
|
Closed
|
|
|
2005
|
Accuvest Global Advisors
Provo,
Utah
|
$0
|
-$581K
|
0
|
–
|
Closed
|
|
|
2006
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$0
|
-$2.41M
|
0
|
–
|
Closed
|
|
|
2007
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$0
|
-$485K
|
0
|
–
|
Closed
|
|
|
2008
|
Albion Financial Group
Salt Lake City,
Utah
|
$0
|
-$137
|
1
|
0%
|
Reduced
|
|
|
2009
|
All Season Financial Advisors
Denver,
Colorado
|
$0
|
-$434K
|
0
|
–
|
Closed
|
|
|
2010
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$0
|
-$437K
|
0
|
–
|
Closed
|
|
|
2011
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$0
|
-$882K
|
0
|
–
|
Closed
|
|
|
2012
|
Americana Partners
Houston,
Texas
|
$0
|
-$241K
|
0
|
–
|
Closed
|
|
|
2013
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$0
|
-$279K
|
0
|
–
|
Closed
|
|
|
2014
|
Appaloosa LP
Short Hills,
New Jersey
|
$0
|
-$202M
|
0
|
–
|
Closed
|
|
|
2015
|
Aprio Wealth Management
Atlanta,
Georgia
|
$0
|
-$233K
|
0
|
–
|
Closed
|
|
|
2016
|
AQR Arbitrage
Greenwich,
Connecticut
|
$0
|
-$529K
|
0
|
–
|
Closed
|
|
|
2017
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$0
|
-$1K
|
0
|
–
|
Closed
|
|
|
2018
|
Arden Trust
Wilmington,
Delaware
|
$0
|
-$638K
|
0
|
–
|
Closed
|
|
|
2019
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$0
|
-$617K
|
0
|
–
|
Closed
|
|
|
2020
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$0
|
-$2.11M
|
0
|
–
|
Closed
|
|
|
2021
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$0
|
-$549K
|
0
|
–
|
Closed
|
|
|
2022
|
Asio Capital
Lexington,
Kentucky
|
$0
|
-$3.54M
|
0
|
–
|
Closed
|
|
|
2023
|
Asset Dedication LLC
San Francisco,
California
|
$0
|
+$173
|
1
|
0%
|
New
|
|
|
2024
|
Astoria Portfolio Advisors
New York
|
$0
|
-$791K
|
0
|
–
|
Closed
|
|
|
2025
|
Atlas Principals
Charlotte,
North Carolina
|
$0
|
-$3.54M
|
0
|
–
|
Closed
|
|