|
2001
|
CTC (Chicago Trading Company)
Chicago,
Illinois
|
$0
|
-$9.85M
|
0
|
–
|
Closed
|
|
|
2002
|
Cypress Capital Group
Palm Beach,
Florida
|
$0
|
-$206K
|
0
|
–
|
Closed
|
|
|
2003
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$0
|
-$550K
|
0
|
–
|
Closed
|
|
|
2004
|
Discovery Capital Management
South Norwalk,
Connecticut
|
$0
|
-$6.3M
|
0
|
–
|
Closed
|
|
|
2005
|
EdgeRock Capital
Denver,
Colorado
|
$0
|
-$105K
|
0
|
–
|
Closed
|
|
|
2006
|
Empire Financial Management Company
New York
|
$0
|
-$400K
|
0
|
–
|
Closed
|
|
|
2007
|
Estate Counselors
Thiensville,
Wisconsin
|
$0
|
-$1.4M
|
0
|
–
|
Closed
|
|
|
2008
|
Executive Wealth Management
Brighton,
Michigan
|
$0
|
-$512K
|
0
|
–
|
Closed
|
|
|
2009
|
FDx Advisors
Chicago,
Illinois
|
$0
|
-$222K
|
0
|
–
|
Closed
|
|
|
2010
|
Financial Connections Group
Corte Madera,
California
|
$0
|
-$5K
|
0
|
–
|
Closed
|
|
|
2011
|
First American Trust
Santa Ana,
California
|
$0
|
-$220K
|
0
|
–
|
Closed
|
|
|
2012
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$0
|
-$224K
|
0
|
–
|
Closed
|
|
|
2013
|
Focused Wealth Management
Newburgh,
New York
|
$0
|
-$173K
|
0
|
–
|
Closed
|
|
|
2014
|
FORA Capital
Miami,
Florida
|
$0
|
-$2.01M
|
0
|
–
|
Closed
|
|
|
2015
|
Forest Avenue Capital Management
Miami,
Florida
|
$0
|
-$44.8M
|
0
|
–
|
Closed
|
|
|
2016
|
Founders Capital Management (Texas)
Houston,
Texas
|
$0
|
-$32.7K
|
0
|
–
|
Closed
|
|
|
2017
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$0
|
-$29.7M
|
0
|
–
|
Closed
|
|
|
2018
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$0
|
-$7.35M
|
0
|
–
|
Closed
|
|
|
2019
|
Gilder Gagnon Howe & Co
New York
|
$0
|
-$1.92M
|
0
|
–
|
Closed
|
|
|
2020
|
GQG Partners
Ft. Lauderdale,
Florida
|
$0
|
-$299K
|
0
|
–
|
Closed
|
|
|
2021
|
Gradient Investments
Arden Hills,
Minnesota
|
$0
|
-$44.6K
|
0
|
–
|
Closed
|
|
|
2022
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$0
|
-$304K
|
0
|
–
|
Closed
|
|
|
2023
|
Great Lakes Retirement
Sandusky,
Ohio
|
$0
|
-$10K
|
0
|
–
|
Closed
|
|
|
2024
|
|
$0
|
-$1.6M
|
0
|
–
|
Closed
|
|
|
2025
|
Harbor Capital Advisors
Chicago,
Illinois
|
$0
|
-$1.48M
|
0
|
–
|
Closed
|
|