|
2001
|
Laidlaw Wealth Management
New York City,
New York
|
–
|
-$440K
|
-542
|
Closed
|
|
|
2002
|
Curi Wealth Management
Raleigh,
North Carolina
|
–
|
-$431K
|
-531
|
Closed
|
|
|
2003
|
Arrowstreet Capital
Boston,
Massachusetts
|
–
|
-$429K
|
-529
|
Closed
|
|
|
2004
|
3Chopt Investment Partners
Richmond,
Virginia
|
–
|
-$422K
|
-520
|
Closed
|
|
|
2005
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
–
|
-$418K
|
-515
|
Closed
|
|
|
2006
|
Winthrop Capital Management
Carmel,
Indiana
|
–
|
-$397K
|
-489
|
Closed
|
|
|
2007
|
Weiss Asset Management
Boston,
Massachusetts
|
–
|
-$393K
|
-484
|
Closed
|
|
|
2008
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
–
|
-$392K
|
-483
|
Closed
|
|
|
2009
|
Redwood Investment Management
Scottsdale,
Arizona
|
–
|
-$374K
|
-460
|
Closed
|
|
|
2010
|
|
–
|
-$359K
|
-442
|
Closed
|
|
|
2011
|
Alethea Capital Management
Mercer Island,
Washington
|
–
|
-$345K
|
-425
|
Closed
|
|
|
2012
|
Apexium Financial
Dallas,
Texas
|
–
|
-$339K
|
-418
|
Closed
|
|
|
2013
|
Qsemble Capital Management
New York
|
–
|
-$326K
|
-401
|
Closed
|
|
|
2014
|
Sargent Investment Group
Bethesda,
Maryland
|
–
|
-$314K
|
-387
|
Closed
|
|
|
2015
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
–
|
-$303K
|
-374
|
Closed
|
|
|
2016
|
Keystone Financial Planning
Cleveland,
Ohio
|
–
|
-$300K
|
-369
|
Closed
|
|
|
2017
|
Frisch Financial Group
Melville,
New York
|
–
|
-$293K
|
-361
|
Closed
|
|
|
2018
|
Partners Capital Investment Group
Boston,
Massachusetts
|
–
|
-$287K
|
-353
|
Closed
|
|
|
2019
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
–
|
-$279K
|
-344
|
Closed
|
|
|
2020
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
–
|
-$277K
|
-340
|
Closed
|
|
|
2021
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
–
|
-$270K
|
-332
|
Closed
|
|
|
2022
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
–
|
-$266K
|
-328
|
Closed
|
|
|
2023
|
World Investment Advisors
Santa Barbara,
California
|
–
|
-$259K
|
-318
|
Closed
|
|
|
2024
|
WrapManager Inc
Mill Valley,
California
|
–
|
-$254K
|
-313
|
Closed
|
|
|
2025
|
Wealthstream Advisors
New York
|
–
|
-$242K
|
-298
|
Closed
|
|
