|
2001
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
–
|
-$1.12M
|
-9,566
|
Closed
|
|
|
2002
|
James Investment Research
Alpha,
Ohio
|
–
|
-$737K
|
-6,288
|
Closed
|
|
|
2003
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
–
|
-$731K
|
-6,244
|
Closed
|
|
|
2004
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
–
|
-$725K
|
-6,207
|
Closed
|
|
|
2005
|
Braun Stacey Associates
New York
|
–
|
-$688K
|
-5,875
|
Closed
|
|
|
2006
|
Cypress Point Wealth Management
Dallas,
Texas
|
–
|
-$614K
|
-5,245
|
Closed
|
|
|
2007
|
tru Independence
Portland,
Oregon
|
–
|
-$3.54K
|
-5,218
|
Closed
|
|
|
2008
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
–
|
-$529K
|
-4,524
|
Closed
|
|
|
2009
|
Foresight Wealth Management
Draper,
Utah
|
–
|
-$518K
|
-4,421
|
Closed
|
|
|
2010
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
–
|
-$447K
|
-4,298
|
Closed
|
|
|
2011
|
Fullerton Fund Management
Singapore
|
–
|
-$501K
|
-4,273
|
Closed
|
|
|
2012
|
Hunter Perkins Capital Management
Lombard,
Illinois
|
–
|
-$469K
|
-4,000
|
Closed
|
|
|
2013
|
Yorktown Management & Research Company
Forest,
Virginia
|
–
|
-$456K
|
-3,890
|
Closed
|
|
|
2014
|
Tiedemann Advisors
New York
|
–
|
-$454K
|
-3,871
|
Closed
|
|
|
2015
|
AQR Arbitrage
Greenwich,
Connecticut
|
–
|
-$437K
|
-3,773
|
Closed
|
|
|
2016
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
–
|
-$429K
|
-3,663
|
Closed
|
|
|
2017
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
–
|
-$409K
|
-3,471
|
Closed
|
|
|
2018
|
Buckhead Capital Management
Atlanta,
Georgia
|
–
|
-$368K
|
-3,145
|
Closed
|
|
|
2019
|
Golden State Wealth Management
Santa Ana,
California
|
–
|
-$341K
|
-2,912
|
Closed
|
|
|
2020
|
Cooper Financial Group
Irvine,
California
|
–
|
-$333K
|
-2,841
|
Closed
|
|
|
2021
|
WMS Partners
Towson,
Maryland
|
–
|
-$331K
|
-2,826
|
Closed
|
|
|
2022
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
–
|
-$313K
|
-2,676
|
Closed
|
|
|
2023
|
Stevard LLC
Chicago,
Illinois
|
–
|
-$299K
|
-2,555
|
Closed
|
|
|
2024
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
–
|
-$273K
|
-2,333
|
Closed
|
|
|
2025
|
Sequent Asset Management
Houston,
Texas
|
–
|
-$270K
|
-2,309
|
Closed
|
|
