|
2001
|
IBM Retirement Fund
Armonk,
New York
|
–
|
-$1.84M
|
-9,834
|
Closed
|
|
|
2002
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
–
|
-$1.58M
|
-9,020
|
Closed
|
|
|
2003
|
SRB Corp
Boston,
Massachusetts
|
–
|
-$1.27M
|
-7,694
|
Closed
|
|
|
2004
|
Jeereddi Investments
Los Angeles,
California
|
–
|
-$1.36M
|
-7,273
|
Closed
|
|
|
2005
|
Compton Capital Management
Providence,
Rhode Island
|
–
|
-$1.11M
|
-5,925
|
Closed
|
|
|
2006
|
|
–
|
-$1.07M
|
-5,750
|
Closed
|
|
|
2007
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
–
|
-$1.07M
|
-5,743
|
Closed
|
|
|
2008
|
USA Financial Formulas
Ada,
Michigan
|
–
|
-$996K
|
-5,328
|
Closed
|
|
|
2009
|
Manchester Capital Management
Manchester,
Vermont
|
–
|
-$994K
|
-5,313
|
Closed
|
|
|
2010
|
AdvisorShares Investments
Bethesda,
Maryland
|
–
|
-$875K
|
-4,677
|
Closed
|
|
|
2011
|
First Pacific Advisors
El Segundo,
California
|
–
|
-$673K
|
-3,600
|
Closed
|
|
|
2012
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
–
|
-$592K
|
-3,167
|
Closed
|
|
|
2013
|
Twin Lakes Capital Management
Redwood Shores,
California
|
–
|
-$550K
|
-2,941
|
Closed
|
|
|
2014
|
Thompson Davis & Co
Richmond,
Virginia
|
–
|
-$538K
|
-2,877
|
Closed
|
|
|
2015
|
Xcel Wealth Management
Holly Hill,
Florida
|
–
|
-$464K
|
-2,480
|
Closed
|
|
|
2016
|
ASB Consultores
Aventura,
Florida
|
–
|
-$443K
|
-2,367
|
Closed
|
|
|
2017
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
–
|
-$437K
|
-2,338
|
Closed
|
|
|
2018
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
–
|
-$430K
|
-2,300
|
Closed
|
|
|
2019
|
Oak Asset Management
Westlake Village,
California
|
–
|
-$422K
|
-2,259
|
Closed
|
|
|
2020
|
Humankind Investments
New York
|
–
|
-$416K
|
-2,225
|
Closed
|
|
|
2021
|
O'Neil Global Advisors
Los Angeles,
California
|
–
|
-$411K
|
-2,200
|
Closed
|
|
|
2022
|
Rafferty Asset Management
New York
|
–
|
-$398K
|
-2,131
|
Closed
|
|
|
2023
|
Brown Advisory Securities
Baltimore,
Maryland
|
–
|
-$381K
|
-2,033
|
Closed
|
|
|
2024
|
Cumberland Advisors
Sarasota,
Florida
|
–
|
-$374K
|
-2,000
|
Closed
|
|
|
2025
|
GW Henssler & Associates
Kennesaw,
Georgia
|
–
|
-$370K
|
-1,979
|
Closed
|
|
