|
2001
|
Aspect Partners
Fairfax,
Virginia
|
$3.22K
|
–
|
–
|
–
|
|
|
2002
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$3.21K
|
-$4.97M
|
-4,767
|
-100%
|
|
|
2003
|
IMG Wealth Management
Jacksonville,
Florida
|
$3.21K
|
–
|
–
|
–
|
|
|
2004
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$3.21K
|
–
|
–
|
–
|
|
|
2005
|
Swan Capital
Pensacola,
Florida
|
$3.21K
|
–
|
–
|
–
|
|
|
2006
|
Tripletail Wealth Management
Orlando,
Florida
|
$3.21K
|
–
|
–
|
–
|
|
|
2007
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$3.21K
|
+$3.13K
|
+3
|
New
|
|
|
2008
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$3.21K
|
+$3.13K
|
+3
|
New
|
|
|
2009
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$3.21K
|
+$3.13K
|
+3
|
New
|
|
|
2010
|
|
$2.54K
|
–
|
–
|
–
|
|
|
2011
|
Copia Wealth Management
Bend,
Oregon
|
$2.14K
|
-$12.5K
|
-12
|
-86%
|
|
|
2012
|
MTM Investment Management
Spartanburg,
South Carolina
|
$2.14K
|
–
|
–
|
–
|
|
|
2013
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$2.14K
|
–
|
–
|
–
|
|
|
2014
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$2.14K
|
+$2.09K
|
+2
|
New
|
|
|
2015
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$2K
|
-$11.5K
|
-11
|
-85%
|
|
|
2016
|
Chelsea Counsel Company
Los Angeles,
California
|
$1.07K
|
–
|
–
|
–
|
|
|
2017
|
Delos Wealth Advisors
Dallas,
Texas
|
$1.07K
|
–
|
–
|
–
|
|
|
2018
|
Delta Asset Management
Memphis,
Tennessee
|
$1.07K
|
–
|
–
|
–
|
|
|
2019
|
Ares Financial Consulting
Calabasas,
California
|
$1.07K
|
+$1.04K
|
+1
|
New
|
|
|
2020
|
Trust Company
Manhattan,
Kansas
|
$1.07K
|
+$1.04K
|
+1
|
New
|
|
|
2021
|
LM Advisors
San Diego,
California
|
$910
|
+$161K
|
+154
|
+19%
|
|
|
2022
|
Camelot Portfolios
Maumee,
Ohio
|
$26
|
–
|
–
|
–
|
|
|
2023
|
Investors Portfolio Services
Puyallup,
Washington
|
$1
|
–
|
–
|
–
|
|
|
2024
|
BlueSpruce Investments
Chicago,
Illinois
|
–
|
-$237M
|
-244,977
|
Closed
|
|
|
2025
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
–
|
-$183M
|
-189,498
|
Closed
|
|
