|
2001
|
Crewe Advisors
Salt Lake City,
Utah
|
$9K
|
+$9.14K
|
+300
|
New
|
|
|
2002
|
Winch Advisory Services
Appleton,
Wisconsin
|
$8K
|
-$5.3K
|
-174
|
-40%
|
|
|
2003
|
Strategic Wealth Partners
Independence,
Ohio
|
$8K
|
–
|
–
|
–
|
|
|
2004
|
Trust Asset Management
Houston,
Texas
|
$8K
|
–
|
–
|
–
|
|
|
2005
|
Isthmus Partners
Madison,
Wisconsin
|
$7K
|
–
|
–
|
–
|
|
|
2006
|
Spectrum Management Group
Indianapolis,
Indiana
|
$7K
|
+$1.52K
|
+50
|
+28%
|
|
|
2007
|
Horan Securities
Cincinnati,
United States
|
$6K
|
–
|
–
|
–
|
|
|
2008
|
Israel Discount Bank of New York
New York
|
$6K
|
–
|
–
|
–
|
|
|
2009
|
First Command Advisory Services
Fort Worth,
Texas
|
$6K
|
+$6.09K
|
+200
|
New
|
|
|
2010
|
Rampart Investment Management
Hartford,
Connecticut
|
$4.75K
|
-$141K
|
-4,636
|
-3%
|
|
|
2011
|
Macroview Investment Management
Bethesda,
Maryland
|
$4K
|
–
|
–
|
–
|
|
|
2012
|
American National Bank & Trust
Wichita Falls,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
2013
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$3K
|
–
|
–
|
–
|
|
|
2014
|
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
|
$3K
|
–
|
–
|
–
|
|
|
2015
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$3K
|
+$30
|
+1
|
+1%
|
|
|
2016
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$3K
|
+$3.05K
|
+100
|
New
|
|
|
2017
|
INR Advisory Services
Media,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
2018
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$1K
|
–
|
–
|
–
|
|
|
2019
|
|
–
|
-$243M
|
-8,614,786
|
Closed
|
|
|
2020
|
Mackay Shields LLC
New York
|
–
|
-$112M
|
-3,967,235
|
Closed
|
|
|
2021
|
Capital International Investors
Los Angeles,
California
|
–
|
-$69.3M
|
-2,459,662
|
Closed
|
|
|
2022
|
Seminole Management
New York
|
–
|
-$38.8M
|
-1,375,960
|
Closed
|
|
|
2023
|
Toscafund Asset Management
London,
United Kingdom
|
–
|
-$35.9M
|
-1,275,000
|
Closed
|
|
|
2024
|
Sanoor Capital Management
Greenwich,
Connecticut
|
–
|
-$32.9M
|
-1,167,700
|
Closed
|
|
|
2025
|
IRON Financial
Northbrook,
Illinois
|
–
|
-$527K
|
-1,008,961
|
Closed
|
|
