|
2001
|
Darwin Wealth Management
Tampa,
Florida
|
$1.12K
|
-$24.4K
|
-1,179
|
-96%
|
|
|
2002
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$1.01K
|
-$4.6K
|
-222
|
-83%
|
|
|
2003
|
GFG Capital
Miami,
Florida
|
$874
|
+$808
|
+39
|
New
|
|
|
2004
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$851
|
+$787
|
+38
|
New
|
|
|
2005
|
Hoese & Co
Glencoe,
Minnesota
|
$806
|
-$6.22K
|
-300
|
-89%
|
|
|
2006
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$448
|
+$414
|
+20
|
New
|
|
|
2007
|
Your Advocates Ltd
Houston,
Texas
|
$426
|
–
|
–
|
–
|
|
|
2008
|
IMA Advisory Services
Denver,
Colorado
|
$291
|
+$269
|
+13
|
New
|
|
|
2009
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$222
|
–
|
–
|
–
|
|
|
2010
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$157
|
–
|
–
|
–
|
|
|
2011
|
Peterson Wealth Services
South Ogden,
Utah
|
$112
|
-$104
|
-5
|
-50%
|
|
|
2012
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$112
|
–
|
–
|
–
|
|
|
2013
|
Keystone Global Partners
Denver,
Colorado
|
$89
|
+$83
|
+4
|
New
|
|
|
2014
|
|
$45
|
–
|
–
|
–
|
|
|
2015
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$15
|
+$21
|
+1
|
New
|
|
|
2016
|
1 North Wealth Services
Annapolis,
Maryland
|
$13
|
–
|
–
|
–
|
|
|
2017
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$9
|
–
|
–
|
–
|
|
|
2018
|
Raleigh Capital Management
Cary,
North Carolina
|
$5
|
–
|
–
|
–
|
|
|
2019
|
Mizuho Markets Americas
New York
|
–
|
-$155M
|
-6,804,595
|
Closed
|
|
|
2020
|
Alyeska Investment Group
Chicago,
Illinois
|
–
|
-$88.8M
|
-3,908,283
|
Closed
|
|
|
2021
|
LSV Asset Management
Chicago,
Illinois
|
–
|
-$85.9M
|
-3,782,400
|
Closed
|
|
|
2022
|
Balyasny Asset Management
Chicago,
Illinois
|
–
|
-$63.3M
|
-3,053,976
|
Closed
|
|
|
2023
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$61.9M
|
-2,987,935
|
Closed
|
|
|
2024
|
Anatole Investment Management
Central,
Hong Kong
|
–
|
-$66M
|
-2,908,266
|
Closed
|
|
|
2025
|
Engine No 1 LLC
San Francisco,
California
|
–
|
-$55M
|
-2,420,000
|
Closed
|
|
