|
2001
|
M&R Capital Management
Summit,
New Jersey
|
$643
|
-$895
|
1
|
0%
|
Reduced
|
|
|
2002
|
Delos Wealth Advisors
Dallas,
Texas
|
$401
|
$0
|
1
|
0%
|
Maintained
|
|
|
2003
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$358
|
$0
|
1
|
0%
|
Maintained
|
|
|
2004
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$286
|
+$239
|
1
|
0%
|
New
|
|
|
2005
|
Trivant Custom Portfolio Group
San Diego,
California
|
$215
|
$0
|
1
|
0%
|
Maintained
|
|
|
2006
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$200
|
$0
|
1
|
0%
|
Maintained
|
|
|
2007
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$144
|
$0
|
1
|
0%
|
Maintained
|
|
|
2008
|
Clear Investment Research
Alpharetta,
Georgia
|
$72
|
$0
|
1
|
0%
|
Maintained
|
|
|
2009
|
Accel Wealth Management
Waverly,
Iowa
|
$0
|
-$74.2K
|
0
|
–
|
Closed
|
|
|
2010
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$0
|
-$758K
|
0
|
–
|
Closed
|
|
|
2011
|
Adell Harriman & Carpenter
Houston,
Texas
|
$0
|
-$306K
|
0
|
–
|
Closed
|
|
|
2012
|
Alden Global Capital
Brandon,
Florida
|
$0
|
-$3.51M
|
0
|
–
|
Closed
|
|
|
2013
|
Alight Capital Management
New York
|
$0
|
-$1.52M
|
0
|
–
|
Closed
|
|
|
2014
|
Alpha Family Trust
Los Angeles,
California
|
$0
|
-$466K
|
0
|
–
|
Closed
|
|
|
2015
|
Alyeska Investment Group
Chicago,
Illinois
|
$0
|
-$15.1M
|
0
|
–
|
Closed
|
|
|
2016
|
Antipodean Advisors
New York
|
$0
|
-$236K
|
0
|
–
|
Closed
|
|
|
2017
|
Arden Trust
Wilmington,
Delaware
|
$0
|
-$588K
|
0
|
–
|
Closed
|
|
|
2018
|
Ardmore Road Asset Management
New York
|
$0
|
-$7.59M
|
0
|
–
|
Closed
|
|
|
2019
|
Ardsley Advisory Partners
Stamford,
Connecticut
|
$0
|
-$608K
|
0
|
–
|
Closed
|
|
|
2020
|
Asio Capital
Lexington,
Kentucky
|
$0
|
-$2.29M
|
0
|
–
|
Closed
|
|
|
2021
|
Aspiriant LLC
Los Angeles,
California
|
$0
|
-$228K
|
0
|
–
|
Closed
|
|
|
2022
|
Atom Investors
Austin,
Texas
|
$0
|
-$21.8K
|
0
|
–
|
Closed
|
|
|
2023
|
Ausdal Financial Partners
Davenport,
Iowa
|
$0
|
-$276K
|
0
|
–
|
Closed
|
|
|
2024
|
Aviance Capital Partners
Naples,
Florida
|
$0
|
-$444K
|
0
|
–
|
Closed
|
|
|
2025
|
Avidian Wealth Enterprises
Houston,
Texas
|
$0
|
-$212K
|
0
|
–
|
Closed
|
|