|
2001
|
First Command Advisory Services
Fort Worth,
Texas
|
$10K
|
+$9.77K
|
+21
|
New
|
|
|
2002
|
Clear Investment Research
Alpharetta,
Georgia
|
$9K
|
–
|
–
|
–
|
|
|
2003
|
Resources Management Corp
West Hartford,
Connecticut
|
$9K
|
–
|
–
|
–
|
|
|
2004
|
Horan Securities
Cincinnati,
United States
|
$8K
|
+$7.44K
|
+16
|
New
|
|
|
2005
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$7K
|
-$11.6K
|
-25
|
-63%
|
|
|
2006
|
Wolverine Asset Management
Chicago,
Illinois
|
$5K
|
-$15.8K
|
-34
|
-76%
|
|
|
2007
|
Pacifica Partners
Surrey,
Canada
|
$4K
|
–
|
–
|
–
|
|
|
2008
|
Professional Financial Advisors
North Platte,
Nebraska
|
$4K
|
+$4.19K
|
+9
|
New
|
|
|
2009
|
NuWave Investment Management
Parsippany,
New Jersey
|
$3K
|
-$15.8K
|
-34
|
-83%
|
|
|
2010
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
2011
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$3K
|
+$2.79K
|
+6
|
New
|
|
|
2012
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2K
|
-$2.3M
|
-4,939
|
-100%
|
|
|
2013
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$2K
|
–
|
–
|
–
|
|
|
2014
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$2K
|
+$2.33K
|
+5
|
New
|
|
|
2015
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
2016
|
Bourgeon Capital Management
Darien,
Connecticut
|
$1K
|
+$930
|
+2
|
New
|
|
|
2017
|
Westside Investment Management
Santa Monica,
California
|
$983
|
-$9.3K
|
-20
|
-1%
|
|
|
2018
|
Egerton Capital (UK)
London,
United Kingdom
|
–
|
-$499M
|
-1,146,443
|
Closed
|
|
|
2019
|
SoftBank Group
Tokyo,
Japan
|
–
|
-$249M
|
-571,006
|
Closed
|
|
|
2020
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
–
|
-$101M
|
-232,900
|
Closed
|
|
|
2021
|
Holocene Advisors
New York
|
–
|
-$61M
|
-140,082
|
Closed
|
|
|
2022
|
Capital Growth Management
Boston,
Massachusetts
|
–
|
-$22.2M
|
-51,000
|
Closed
|
|
|
2023
|
DRH Investments
Thousand Oaks,
California
|
–
|
-$15.1M
|
-42,315
|
Closed
|
|
|
2024
|
LMR Partners
London,
United Kingdom
|
–
|
-$15.2M
|
-34,967
|
Closed
|
|
|
2025
|
Twin Tree Management
Dallas,
Texas
|
–
|
-$15.9M
|
-34,175
|
Closed
|
|
