|
2001
|
Tradewinds LLC
Raleigh,
North Carolina
|
$0
|
-$396K
|
0
|
–
|
Closed
|
|
|
2002
|
Triad Wealth Partners
Lawrence,
Kansas
|
$0
|
-$26.6K
|
0
|
–
|
Closed
|
|
|
2003
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$0
|
-$246K
|
0
|
–
|
Closed
|
|
|
2004
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$0
|
-$7.01K
|
0
|
–
|
Closed
|
|
|
2005
|
United Services Automobile Association
San Antonio,
Texas
|
$0
|
-$928K
|
0
|
–
|
Closed
|
|
|
2006
|
USA Financial Formulas
Ada,
Michigan
|
$0
|
-$1.51K
|
0
|
–
|
Closed
|
|
|
2007
|
Valliance Asset Management
Central,
Hong Kong
|
$0
|
-$908K
|
0
|
–
|
Closed
|
|
|
2008
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$0
|
-$496K
|
0
|
–
|
Closed
|
|
|
2009
|
Verity & Verity
Beaufort,
South Carolina
|
$0
|
-$254K
|
0
|
–
|
Closed
|
|
|
2010
|
Versor Investments
New York
|
$0
|
-$1.39M
|
0
|
–
|
Closed
|
|
|
2011
|
Vicus Capital
State College,
Pennsylvania
|
$0
|
-$255K
|
0
|
–
|
Closed
|
|
|
2012
|
VisionPoint Advisory Group
Dallas,
Texas
|
$0
|
-$896
|
0
|
–
|
Closed
|
|
|
2013
|
Warberg Asset Management
Winnetka,
Illinois
|
$0
|
-$36K
|
0
|
–
|
Closed
|
|
|
2014
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$0
|
-$32.9K
|
0
|
–
|
Closed
|
|
|
2015
|
Winton Group
London,
United Kingdom
|
$0
|
-$37.5K
|
0
|
–
|
Closed
|
|