|
2001
|
iSAM Funds (UK)
London,
United Kingdom
|
–
|
-$627K
|
-7,941
|
Closed
|
|
|
2002
|
|
–
|
-$698K
|
-7,830
|
Closed
|
|
|
2003
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
–
|
-$552K
|
-6,990
|
Closed
|
|
|
2004
|
|
–
|
-$529K
|
-6,700
|
Closed
|
|
|
2005
|
Forum Financial Management
Lombard,
Illinois
|
–
|
-$460K
|
-5,825
|
Closed
|
|
|
2006
|
Asahi Life Asset Management
Tokyo,
Japan
|
–
|
-$452K
|
-5,715
|
Closed
|
|
|
2007
|
Verity & Verity
Beaufort,
South Carolina
|
–
|
-$412K
|
-5,215
|
Closed
|
|
|
2008
|
Insight Advisors
Newtown,
Pennsylvania
|
–
|
-$399K
|
-5,049
|
Closed
|
|
|
2009
|
J2 Capital Management
Troy,
Michigan
|
–
|
-$322K
|
-4,070
|
Closed
|
|
|
2010
|
Mission Wealth Management
Santa Barbara,
California
|
–
|
-$312K
|
-3,944
|
Closed
|
|
|
2011
|
Group One Trading
Chicago,
Illinois
|
–
|
-$346K
|
-3,882
|
Closed
|
|
|
2012
|
IFG Advisory
Atlanta,
Georgia
|
–
|
-$305K
|
-3,863
|
Closed
|
|
|
2013
|
Counterpoint Mutual Funds
San Diego,
California
|
–
|
-$297K
|
-3,759
|
Closed
|
|
|
2014
|
Beese Fulmer Investment Management
Canton,
Ohio
|
–
|
-$272K
|
-3,441
|
Closed
|
|
|
2015
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
–
|
-$305K
|
-3,350
|
Closed
|
|
|
2016
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
–
|
-$261K
|
-3,307
|
Closed
|
|
|
2017
|
Stegent Equity Advisors
Houston,
Texas
|
–
|
-$259K
|
-3,273
|
Closed
|
|
|
2018
|
|
–
|
-$256K
|
-3,232
|
Closed
|
|
|
2019
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
–
|
-$247K
|
-3,130
|
Closed
|
|
|
2020
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
–
|
-$246K
|
-3,118
|
Closed
|
|
|
2021
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
–
|
-$237K
|
-3,071
|
Closed
|
|
|
2022
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$233K
|
-2,950
|
Closed
|
|
|
2023
|
Occidental Asset Management
Burlingame,
California
|
–
|
-$231K
|
-2,924
|
Closed
|
|
|
2024
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
–
|
-$226K
|
-2,860
|
Closed
|
|
|
2025
|
Goldstream Capital Management
Central,
Hong Kong
|
–
|
-$216K
|
-2,736
|
Closed
|
|
