|
2001
|
LifePlan Financial Group
Dayton,
Ohio
|
$12K
|
–
|
–
|
–
|
|
|
2002
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$12K
|
–
|
–
|
–
|
|
|
2003
|
NuWave Investment Management
Parsippany,
New Jersey
|
$10K
|
-$246K
|
-3,136
|
-96%
|
|
|
2004
|
Altshuler Shaham
Tel Aviv,
Israel
|
$10K
|
+$10.5K
|
+133
|
New
|
|
|
2005
|
Credential Qtrade Securities
Vancouver,
|
$9.53K
|
+$10.3K
|
+131
|
New
|
|
|
2006
|
Canton Hathaway
Providence,
Rhode Island
|
$9K
|
–
|
–
|
–
|
|
|
2007
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$7.27K
|
–
|
–
|
–
|
|
|
2008
|
Barnett & Company
Chattanooga,
Tennessee
|
$7K
|
–
|
–
|
–
|
|
|
2009
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$7K
|
+$7.86K
|
+100
|
New
|
|
|
2010
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$6K
|
–
|
–
|
–
|
|
|
2011
|
Lenox Wealth Advisors
New York
|
$6K
|
+$314
|
+4
|
+5%
|
|
|
2012
|
Ranger Investment Management
Dallas,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
2013
|
Globeflex Capital
San Diego,
California
|
$5K
|
+$5.19K
|
+66
|
New
|
|
|
2014
|
Price Wealth
Austin,
Texas
|
$5K
|
+$5.74K
|
+73
|
New
|
|
|
2015
|
McMillion Capital Management
Greensboro,
North Carolina
|
$4K
|
+$4.32K
|
+55
|
New
|
|
|
2016
|
Fidelity International
Hamilton,
Bermuda
|
$3K
|
-$550
|
-7
|
-15%
|
|
|
2017
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
2018
|
HMS Capital Management
Nashville,
Tennessee
|
$3K
|
+$3.69K
|
+47
|
New
|
|
|
2019
|
MKD Wealth Coaches
Troy,
Michigan
|
$2K
|
–
|
–
|
–
|
|
|
2020
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.82K
|
+$1.97K
|
+25
|
New
|
|
|
2021
|
Clear Investment Research
Alpharetta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
2022
|
Voloridge Investment Management
Jupiter,
Florida
|
–
|
-$28.3M
|
-351,171
|
Closed
|
|
|
2023
|
C WorldWide Group
Copenhagen,
Denmark
|
–
|
-$10.1M
|
-125,780
|
Closed
|
|
|
2024
|
Dock Street Asset Management
Palm Beach,
Florida
|
–
|
-$6.68M
|
-82,890
|
Closed
|
|
|
2025
|
Tibra Equities Europe
London,
United Kingdom
|
–
|
-$6.19M
|
-76,800
|
Closed
|
|
