|
2001
|
|
$0
|
-$211K
|
0
|
–
|
Closed
|
|
|
2002
|
Euro Pacific Asset Management
Dorado,
Puerto Rico
|
$0
|
-$1M
|
0
|
–
|
Closed
|
|
|
2003
|
Evergreen Capital Management
Bellevue,
Washington
|
$0
|
-$819K
|
0
|
–
|
Closed
|
|
|
2004
|
Exane Asset Management
Paris,
France
|
$0
|
-$442K
|
0
|
–
|
Closed
|
|
|
2005
|
Fagan Associates
Troy,
New York
|
$0
|
-$444K
|
0
|
–
|
Closed
|
|
|
2006
|
Family Management
New York
|
$0
|
-$218K
|
0
|
–
|
Closed
|
|
|
2007
|
Fiduciary Planning
Englewood,
Florida
|
$0
|
-$327K
|
0
|
–
|
Closed
|
|
|
2008
|
Financial Advocates Investment Management
Olympia,
Washington
|
$0
|
-$234K
|
0
|
–
|
Closed
|
|
|
2009
|
First Bankers Trust
Louisville,
Kentucky
|
$0
|
-$506K
|
0
|
–
|
Closed
|
|
|
2010
|
First Dallas Securities
Dallas,
Texas
|
$0
|
-$281K
|
0
|
–
|
Closed
|
|
|
2011
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$0
|
-$660K
|
0
|
–
|
Closed
|
|
|
2012
|
First Interstate Bank
Billings,
Montana
|
$0
|
-$259K
|
0
|
–
|
Closed
|
|
|
2013
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$0
|
-$300K
|
0
|
–
|
Closed
|
|
|
2014
|
First National Trust
Hermitage,
Pennsylvania
|
$0
|
-$235K
|
0
|
–
|
Closed
|
|
|
2015
|
FLC Capital Advisors
Palm Desert,
California
|
$0
|
-$254K
|
0
|
–
|
Closed
|
|
|
2016
|
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
$0
|
-$202K
|
0
|
–
|
Closed
|
|
|
2017
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$0
|
-$214K
|
0
|
–
|
Closed
|
|
|
2018
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$0
|
-$331K
|
0
|
–
|
Closed
|
|
|
2019
|
Genesee Capital Advisors
Auburn,
New York
|
$0
|
-$1.05M
|
0
|
–
|
Closed
|
|
|
2020
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$0
|
-$213K
|
0
|
–
|
Closed
|
|
|
2021
|
Gideon Capital Advisors
New York
|
$0
|
-$3.82M
|
0
|
–
|
Closed
|
|
|
2022
|
Gillson Capital
Chicago,
Illinois
|
$0
|
-$6.14M
|
0
|
–
|
Closed
|
|
|
2023
|
Good Life Advisors
Reading,
Pennsylvania
|
$0
|
-$484K
|
0
|
–
|
Closed
|
|
|
2024
|
GQ Asset Management
New York City,
New York
|
$0
|
-$316K
|
0
|
–
|
Closed
|
|
|
2025
|
Grassi Investment Management
Santa Clara,
California
|
$0
|
-$346K
|
0
|
–
|
Closed
|
|