|
2001
|
Summit Partners Public Asset Management
Boston,
Massachusetts
|
$2.73K
|
-$28.8M
|
-276,652
|
-100%
|
|
|
2002
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$2.51K
|
+$2.29K
|
+22
|
New
|
|
|
2003
|
GoalVest Advisory
New York
|
$2.39K
|
–
|
–
|
–
|
|
|
2004
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$2.28K
|
-$1.04K
|
-10
|
-33%
|
|
|
2005
|
Founders Capital Management (Texas)
Houston,
Texas
|
$2.28K
|
+$2.08K
|
+20
|
New
|
|
|
2006
|
First Pacific Financial
Vancouver,
Washington
|
$1.94K
|
+$1.77K
|
+17
|
New
|
|
|
2007
|
25 LLC
St. Louis,
Missouri
|
$1.85K
|
+$520
|
+5
|
+45%
|
|
|
2008
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$1.82K
|
-$112K
|
-1,081
|
-99%
|
|
|
2009
|
|
$1.71K
|
+$1.56K
|
+15
|
New
|
|
|
2010
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.7K
|
–
|
–
|
–
|
|
|
2011
|
True Wealth Design
Akron,
Ohio
|
$1.59K
|
+$208
|
+2
|
+17%
|
|
|
2012
|
Buck Wealth Strategies
Denver,
Colorado
|
$1.37K
|
+$1.25K
|
+12
|
New
|
|
|
2013
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$1.37K
|
+$1.25K
|
+12
|
New
|
|
|
2014
|
Berkshire Capital Holdings
San Jose,
California
|
$1.14K
|
-$8.32M
|
-79,980
|
-100%
|
|
|
2015
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$1.14K
|
–
|
–
|
–
|
|
|
2016
|
Valley Wealth Managers
Paramus,
New Jersey
|
$1.14K
|
–
|
–
|
–
|
|
|
2017
|
Centerpoint Advisors
Needham,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
2018
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$1K
|
+$104
|
+1
|
+11%
|
|
|
2019
|
USA Financial Formulas
Ada,
Michigan
|
$570
|
–
|
–
|
–
|
|
|
2020
|
Antonetti Capital Management
Naples,
Florida
|
$342
|
-$728
|
-7
|
-70%
|
|
|
2021
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$114
|
–
|
–
|
–
|
|
|
2022
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
–
|
-$382M
|
-3,900,000
|
Closed
|
|
|
2023
|
Lone Pine Capital
Greenwich,
Connecticut
|
–
|
-$278M
|
-2,833,633
|
Closed
|
|
|
2024
|
Turiya Advisors Asia
Hong Kong
|
–
|
-$141M
|
-1,434,744
|
Closed
|
|
|
2025
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$73.8M
|
-753,116
|
Closed
|
|
