|
2001
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$1.51K
|
–
|
–
|
–
|
|
|
2002
|
Kingdom Financial Group
Peoria,
Arizona
|
$1.51K
|
-$34.9K
|
-44
|
-96%
|
|
|
2003
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$1.51K
|
–
|
–
|
–
|
|
|
2004
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$1.51K
|
–
|
–
|
–
|
|
|
2005
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$1.51K
|
+$1.59K
|
+2
|
New
|
|
|
2006
|
Darwin Wealth Management
Tampa,
Florida
|
$853
|
+$793
|
+1
|
New
|
|
|
2007
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$757
|
–
|
–
|
–
|
|
|
2008
|
Godfrey Financial Associates
Glenmont,
New York
|
$756
|
-$793
|
-1
|
-50%
|
|
|
2009
|
Breakwater Investment Management
Seattle,
Washington
|
$756
|
–
|
–
|
–
|
|
|
2010
|
Redwood Park Advisors
Redwood City,
California
|
$756
|
–
|
–
|
–
|
|
|
2011
|
Seneschal Advisors
Tacoma,
Washington
|
$756
|
–
|
–
|
–
|
|
|
2012
|
West Branch Capital
Amherst,
Massachusetts
|
$756
|
–
|
–
|
–
|
|
|
2013
|
Financial Network Wealth Advisors
Murray,
Utah
|
$756
|
+$793
|
+1
|
New
|
|
|
2014
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$756
|
+$793
|
+1
|
New
|
|
|
2015
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$756
|
+$793
|
+1
|
New
|
|
|
2016
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$756
|
+$793
|
+1
|
New
|
|
|
2017
|
Phillip James Consulting
Plymouth,
Minnesota
|
$756
|
+$793
|
+1
|
New
|
|
|
2018
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$756
|
+$793
|
+1
|
New
|
|
|
2019
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$665
|
+$793
|
+1
|
New
|
|
|
2020
|
West Financial Advisors
Des Moines,
Iowa
|
$466
|
–
|
–
|
–
|
|
|
2021
|
Farallon Capital Management
San Francisco,
California
|
–
|
-$203M
|
-234,300
|
Closed
|
|
|
2022
|
Marshall Wace
London,
United Kingdom
|
–
|
-$64.5M
|
-74,488
|
Closed
|
|
|
2023
|
Munro Partners
Melbourne,
Australia
|
–
|
-$59.5M
|
-68,765
|
Closed
|
|
|
2024
|
ODDO BHF Asset Management
Paris,
France
|
–
|
-$39.1M
|
-45,227
|
Closed
|
|
|
2025
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
–
|
-$19.9M
|
-22,943
|
Closed
|
|
