|
2001
|
Covenant Partners
Nashville,
Tennessee
|
–
|
-$500K
|
-980
|
Closed
|
|
|
2002
|
CTC Alternative Strategies
Chicago,
Illinois
|
–
|
-$483K
|
-947
|
Closed
|
|
|
2003
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$408K
|
-800
|
Closed
|
|
|
2004
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$395K
|
-773
|
Closed
|
|
|
2005
|
CMC Financial Group
Atlanta,
Georgia
|
–
|
-$387K
|
-759
|
Closed
|
|
|
2006
|
Vest Financial
Mclean,
Virginia
|
–
|
-$378K
|
-740
|
Closed
|
|
|
2007
|
Versor Investments
New York
|
–
|
-$332K
|
-650
|
Closed
|
|
|
2008
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
–
|
-$329K
|
-644
|
Closed
|
|
|
2009
|
Naviter Wealth
Little Rock,
Arkansas
|
–
|
-$322K
|
-630
|
Closed
|
|
|
2010
|
BCS Wealth Management
Johnson City,
Tennessee
|
–
|
-$321K
|
-628
|
Closed
|
|
|
2011
|
KDK Private Wealth Management
Houston,
Texas
|
–
|
-$312K
|
-610
|
Closed
|
|
|
2012
|
PharVision Advisers
Boca Raton,
Florida
|
–
|
-$303K
|
-594
|
Closed
|
|
|
2013
|
PCB Capital
East Brunswick,
New Jersey
|
–
|
-$273K
|
-535
|
Closed
|
|
|
2014
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
–
|
-$264K
|
-517
|
Closed
|
|
|
2015
|
|
–
|
-$263K
|
-515
|
Closed
|
|
|
2016
|
Wealth Effects
Boston,
Massachusetts
|
–
|
-$261K
|
-511
|
Closed
|
|
|
2017
|
Chilton Capital Management
Houston,
Texas
|
–
|
-$256K
|
-501
|
Closed
|
|
|
2018
|
New Republic Capital
Charlotte,
North Carolina
|
–
|
-$254K
|
-498
|
Closed
|
|
|
2019
|
Aristotle Capital Management
Los Angeles,
California
|
–
|
-$248K
|
-485
|
Closed
|
|
|
2020
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
–
|
-$245K
|
-479
|
Closed
|
|
|
2021
|
Hamilton Capital
Columbus,
Ohio
|
–
|
-$241K
|
-472
|
Closed
|
|
|
2022
|
Seven Mile Advisory
Ewing,
New Jersey
|
–
|
-$239K
|
-469
|
Closed
|
|
|
2023
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
–
|
-$224K
|
-439
|
Closed
|
|
|
2024
|
Marble Wealth
Montgomery,
Alabama
|
–
|
-$222K
|
-435
|
Closed
|
|
|
2025
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
–
|
-$217K
|
-426
|
Closed
|
|
