|
2001
|
|
$2.54K
|
–
|
–
|
–
|
|
|
2002
|
Copia Wealth Management
Bend,
Oregon
|
$2.14K
|
-$12.5K
|
-12
|
-86%
|
|
|
2003
|
MTM Investment Management
Spartanburg,
South Carolina
|
$2.14K
|
–
|
–
|
–
|
|
|
2004
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$2.14K
|
–
|
–
|
–
|
|
|
2005
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$2.14K
|
+$2.09K
|
+2
|
New
|
|
|
2006
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$2K
|
-$11.5K
|
-11
|
-85%
|
|
|
2007
|
Chelsea Counsel Company
Los Angeles,
California
|
$1.07K
|
–
|
–
|
–
|
|
|
2008
|
Delos Wealth Advisors
Dallas,
Texas
|
$1.07K
|
–
|
–
|
–
|
|
|
2009
|
Delta Asset Management
Memphis,
Tennessee
|
$1.07K
|
–
|
–
|
–
|
|
|
2010
|
Ares Financial Consulting
Calabasas,
California
|
$1.07K
|
+$1.04K
|
+1
|
New
|
|
|
2011
|
Trust Company
Manhattan,
Kansas
|
$1.07K
|
+$1.04K
|
+1
|
New
|
|
|
2012
|
LM Advisors
San Diego,
California
|
$910
|
+$161K
|
+154
|
+19%
|
|
|
2013
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$120
|
+$117K
|
+112
|
New
|
|
|
2014
|
Camelot Portfolios
Maumee,
Ohio
|
$26
|
–
|
–
|
–
|
|
|
2015
|
Investors Portfolio Services
Puyallup,
Washington
|
$1
|
–
|
–
|
–
|
|
|
2016
|
BlueSpruce Investments
Chicago,
Illinois
|
–
|
-$237M
|
-244,977
|
Closed
|
|
|
2017
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
–
|
-$183M
|
-189,498
|
Closed
|
|
|
2018
|
Southpoint Capital Advisors
New York
|
–
|
-$150M
|
-155,000
|
Closed
|
|
|
2019
|
Voloridge Investment Management
Jupiter,
Florida
|
–
|
-$68.9M
|
-71,141
|
Closed
|
|
|
2020
|
IMC Chicago
Chicago,
Illinois
|
–
|
-$51.4M
|
-49,277
|
Closed
|
|
|
2021
|
683 Capital Management
New York
|
–
|
-$10.6M
|
-11,000
|
Closed
|
|
|
2022
|
Octahedron Capital Management
Burlingame,
California
|
–
|
-$10.1M
|
-10,400
|
Closed
|
|
|
2023
|
Infinitum Asset Management
Fort Lauderdale,
Florida
|
–
|
-$9.68M
|
-10,000
|
Closed
|
|
|
2024
|
Morningstar Investment Management
Chicago,
Illinois
|
–
|
-$9.02M
|
-9,320
|
Closed
|
|
|
2025
|
Atika Capital Management
New York
|
–
|
-$8.46M
|
-8,740
|
Closed
|
|
