|
2001
|
United Community Bank
Greenville,
South Carolina
|
$2.45K
|
–
|
–
|
–
|
|
|
2002
|
North Capital
Salt Lake City,
Utah
|
$2.45K
|
+$455
|
+4
|
+25%
|
|
|
2003
|
Advanced Portfolio Management
New York
|
$2.45K
|
+$2.27K
|
+20
|
New
|
|
|
2004
|
Caitong International Asset Management
Hong Kong
|
$2.45K
|
+$2.27K
|
+20
|
New
|
|
|
2005
|
WestEnd Advisors
Charlotte,
North Carolina
|
$1.96K
|
-$1.36K
|
-12
|
-43%
|
|
|
2006
|
Duncker Streett & Co
St. Louis,
Missouri
|
$1.96K
|
–
|
–
|
–
|
|
|
2007
|
DecisionPoint Financial
Mesa,
Arizona
|
$1.5K
|
-$910
|
-8
|
-40%
|
|
|
2008
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$1.47K
|
–
|
–
|
–
|
|
|
2009
|
Caldwell Sutter Capital
Sausalito,
California
|
$1.47K
|
–
|
–
|
–
|
|
|
2010
|
MASECO Private Wealth
London,
|
$1.47K
|
–
|
–
|
–
|
|
|
2011
|
Pflug Koory
Omaha,
Nebraska
|
$1.47K
|
–
|
–
|
–
|
|
|
2012
|
REAP Financial Group
Austin,
Texas
|
$981
|
-$8.19K
|
-72
|
-90%
|
|
|
2013
|
Delta Asset Management
Memphis,
Tennessee
|
$981
|
–
|
–
|
–
|
|
|
2014
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$604
|
–
|
–
|
–
|
|
|
2015
|
|
$578
|
-$455
|
-4
|
-50%
|
|
|
2016
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$491
|
–
|
–
|
–
|
|
|
2017
|
Raleigh Capital Management
Cary,
North Carolina
|
$292
|
-$216K
|
-1,896
|
-100%
|
|
|
2018
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$33
|
–
|
–
|
–
|
|
|
2019
|
|
–
|
-$1.64B
|
-12,867,332
|
Closed
|
|
|
2020
|
Vestor Capital
Chicago,
Illinois
|
–
|
-$3.36M
|
-3,908,736
|
Closed
|
|
|
2021
|
Arrowstreet Capital
Boston,
Massachusetts
|
–
|
-$321M
|
-2,523,500
|
Closed
|
|
|
2022
|
Tiger Global Management
New York
|
–
|
-$255M
|
-2,000,000
|
Closed
|
|
|
2023
|
Zurich Insurance Group
Zurich,
Switzerland
|
–
|
-$101M
|
-791,564
|
Closed
|
|
|
2024
|
Alyeska Investment Group
Chicago,
Illinois
|
–
|
-$90.7M
|
-712,592
|
Closed
|
|
|
2025
|
|
–
|
-$65.7M
|
-516,008
|
Closed
|
|
