|
2001
|
Capital & Planning LLC
Jonesboro,
Georgia
|
$0
|
-$332
|
0
|
–
|
Closed
|
|
|
2002
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$0
|
-$207K
|
0
|
–
|
Closed
|
|
|
2003
|
Chapin Davis
Baltimore,
Maryland
|
$0
|
-$4.14M
|
0
|
–
|
Closed
|
|
|
2004
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$0
|
-$3.65M
|
0
|
–
|
Closed
|
|
|
2005
|
Churchill Management
Los Angeles,
California
|
$0
|
-$18.2M
|
0
|
–
|
Closed
|
|
|
2006
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$0
|
-$207K
|
0
|
–
|
Closed
|
|
|
2007
|
Cinctive Capital Management
New York
|
$0
|
-$1.94M
|
0
|
–
|
Closed
|
|
|
2008
|
Citizens Financial Group
Providence,
Rhode Island
|
$0
|
-$214K
|
0
|
–
|
Closed
|
|
|
2009
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$0
|
-$292K
|
0
|
–
|
Closed
|
|
|
2010
|
Clayton Financial Group
St. Louis,
Missouri
|
$0
|
-$221K
|
0
|
–
|
Closed
|
|
|
2011
|
Commons Capital
Needham,
Massachusetts
|
$0
|
-$271K
|
0
|
–
|
Closed
|
|
|
2012
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$0
|
-$231K
|
0
|
–
|
Closed
|
|
|
2013
|
Concentric Capital Strategies
Stamford,
Connecticut
|
$0
|
-$9.08M
|
0
|
–
|
Closed
|
|
|
2014
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$0
|
-$1.53M
|
0
|
–
|
Closed
|
|
|
2015
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$0
|
-$833K
|
0
|
–
|
Closed
|
|
|
2016
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
$0
|
-$8.34M
|
0
|
–
|
Closed
|
|
|
2017
|
Davidson Kempner Capital Management
New York
|
$0
|
-$2.02M
|
0
|
–
|
Closed
|
|
|
2018
|
Decker Retirement Planning
Levi,
Utah
|
$0
|
-$8.17K
|
0
|
–
|
Closed
|
|
|
2019
|
Eagle Bay Advisors
New York
|
$0
|
-$143K
|
0
|
–
|
Closed
|
|
|
2020
|
Elios Financial Group
Westlake,
Ohio
|
$0
|
-$218K
|
0
|
–
|
Closed
|
|
|
2021
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$0
|
-$82.5K
|
0
|
–
|
Closed
|
|
|
2022
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$0
|
-$209K
|
0
|
–
|
Closed
|
|
|
2023
|
Evanson Asset Management
Carmel,
California
|
$0
|
-$20.8K
|
0
|
–
|
Closed
|
|
|
2024
|
Eventide Asset Management
Boston,
Massachusetts
|
$0
|
-$39.9M
|
0
|
–
|
Closed
|
|
|
2025
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$0
|
-$2.83K
|
0
|
–
|
Closed
|
|