|
2001
|
New York Life Trust
New York
|
$12K
|
-$70.1K
|
1
|
0.05%
|
Reduced
|
|
|
2002
|
Ruggie Capital Group
Tavares,
Florida
|
$12K
|
+$11.4K
|
3
|
0.01%
|
New
|
|
|
2003
|
Ashmore Group
London,
United Kingdom
|
$11K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2004
|
Financial Management Professionals
Austin,
Texas
|
$9K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2005
|
Hutchens Investment Management
Concord,
New Hampshire
|
$7K
|
+$7.17K
|
1
|
0.01%
|
New
|
|
|
2006
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$7K
|
+$7.17K
|
1
|
0.01%
|
New
|
|
|
2007
|
Wealthcare Capital Management
Richmond,
Virginia
|
$7K
|
-$5.14K
|
2
|
0%
|
Reduced
|
|
|
2008
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$4.36K
|
+$3.98K
|
1
|
0%
|
New
|
|
|
2009
|
Cordasco Financial Network
Naples,
Florida
|
$3K
|
+$2.57K
|
1
|
0%
|
New
|
|
|
2010
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$3K
|
+$49.1K
|
1
|
0%
|
New
|
|
|
2011
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2012
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$0
|
-$9.48M
|
0
|
–
|
Closed
|
|
|
2013
|
Advent Capital Management
New York
|
$0
|
-$3.73M
|
0
|
–
|
Closed
|
|
|
2014
|
American Asset Management
Boca Raton,
Florida
|
$0
|
$0
|
0
|
–
|
Closed
|
|
|
2015
|
Ascend Capital
Orinda,
California
|
$0
|
-$98.3M
|
0
|
–
|
Closed
|
|
|
2016
|
BBT Capital Management
Fort Worth,
Texas
|
$0
|
-$1.93M
|
0
|
–
|
Closed
|
|
|
2017
|
BCWM LLC
Overland Park,
Kansas
|
$0
|
-$1.29M
|
0
|
–
|
Closed
|
|
|
2018
|
Beck Capital Management
Austin,
Texas
|
$0
|
-$374K
|
0
|
–
|
Closed
|
|
|
2019
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$0
|
-$2M
|
0
|
–
|
Closed
|
|
|
2020
|
Bennett Lawrence Management
New York
|
$0
|
-$1.29M
|
0
|
–
|
Closed
|
|
|
2021
|
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
$0
|
-$7.49M
|
0
|
–
|
Closed
|
|
|
2022
|
Bolton LP
Greenwich,
Connecticut
|
$0
|
-$470K
|
0
|
–
|
Closed
|
|
|
2023
|
Capital Impact Advisors
Boston,
Massachusetts
|
$0
|
-$159
|
0
|
–
|
Closed
|
|
|
2024
|
Capstone Investment Advisors
New York
|
$0
|
-$706K
|
0
|
–
|
Closed
|
|
|
2025
|
Caxton Associates (New York)
New York
|
$0
|
-$2.01M
|
0
|
–
|
Closed
|
|