|
2001
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$2.13K
|
+$1.96K
|
+19
|
New
|
|
|
2002
|
Parkworth Wealth Management
Los Gatos,
California
|
$2.02K
|
+$206
|
+2
|
+13%
|
|
|
2003
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$2K
|
–
|
–
|
–
|
|
|
2004
|
Fairscale Capital
Nashua,
New Hampshire
|
$1.79K
|
–
|
–
|
–
|
|
|
2005
|
Nova Wealth Management
Bonita Springs,
Florida
|
$1.79K
|
+$1.65K
|
+16
|
New
|
|
|
2006
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$1.72K
|
–
|
–
|
–
|
|
|
2007
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$1.57K
|
+$1.45K
|
+14
|
New
|
|
|
2008
|
|
$1.42K
|
+$1.34K
|
+13
|
New
|
|
|
2009
|
Frazier Financial Advisors
Columbus,
Ohio
|
$1.34K
|
-$1.14K
|
-11
|
-48%
|
|
|
2010
|
Coastline Trust
Providence,
Rhode Island
|
$1.12K
|
-$41.3K
|
-400
|
-98%
|
|
|
2011
|
Greenline Partners
New York
|
$1.12K
|
+$1.03K
|
+10
|
New
|
|
|
2012
|
Bear Mountain Capital
Seattle,
Washington
|
$1.06K
|
+$1.03K
|
+10
|
New
|
|
|
2013
|
J. Safra Asset Management
New York
|
$1.01K
|
+$516
|
+5
|
+125%
|
|
|
2014
|
West Oak Capital
Westlake Village,
California
|
$745
|
–
|
–
|
–
|
|
|
2015
|
High Note Wealth
Deephaven,
Minnesota
|
$448
|
-$7.64K
|
-74
|
-95%
|
|
|
2016
|
GoalVest Advisory
New York
|
$336
|
+$310
|
+3
|
New
|
|
|
2017
|
PFS Partners
Mine Hill,
New Jersey
|
$260
|
–
|
–
|
–
|
|
|
2018
|
Jennison Associates
New York
|
–
|
-$87.2M
|
-943,628
|
Closed
|
|
|
2019
|
Sarissa Capital Management
Greenwich,
Connecticut
|
–
|
-$24.2M
|
-262,080
|
Closed
|
|
|
2020
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
–
|
-$22.5M
|
-243,792
|
Closed
|
|
|
2021
|
Matrix Asset Advisors
White Plains,
New York
|
–
|
-$15.1M
|
-163,338
|
Closed
|
|
|
2022
|
Talaria Asset Management
Melbourne,
Australia
|
–
|
-$13.6M
|
-147,700
|
Closed
|
|
|
2023
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
–
|
-$7.89M
|
-85,437
|
Closed
|
|
|
2024
|
RPG Investment Advisory
Pleasanton,
California
|
–
|
-$7.73M
|
-83,633
|
Closed
|
|
|
2025
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$7.15M
|
-77,353
|
Closed
|
|
