|
2001
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$17K
|
+$16.7K
|
+100
|
New
|
|
|
2002
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$16K
|
–
|
–
|
–
|
|
|
2003
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$16K
|
–
|
–
|
–
|
|
|
2004
|
C-J Advisory
San Jose,
California
|
$16K
|
+$15.2K
|
+91
|
New
|
|
|
2005
|
Country Trust Bank
Bloomington,
Illinois
|
$15K
|
+$3.5K
|
+21
|
+32%
|
|
|
2006
|
New Capital Management
Houston,
Texas
|
$13K
|
–
|
–
|
–
|
|
|
2007
|
Capital Guardian Trust
Los Angeles,
California
|
$12K
|
+$12.2K
|
+73
|
New
|
|
|
2008
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$11.6K
|
–
|
–
|
–
|
|
|
2009
|
Landaas & Company
Milwaukee,
Wisconsin
|
$9K
|
+$8.34K
|
+50
|
New
|
|
|
2010
|
|
$8.54K
|
–
|
–
|
–
|
|
|
2011
|
Appropriate Balance Financial Services
Bellevue,
Washington
|
$7.7K
|
+$32.2K
|
+193
|
+17%
|
|
|
2012
|
America First Investment Advisors
Omaha,
Nebraska
|
$7K
|
–
|
–
|
–
|
|
|
2013
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$7K
|
+$6.51K
|
+39
|
New
|
|
|
2014
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$4K
|
–
|
–
|
–
|
|
|
2015
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$4K
|
+$3.5K
|
+21
|
New
|
|
|
2016
|
INR Advisory Services
Media,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
2017
|
Lenox Wealth Advisors
New York
|
$2K
|
-$59.6K
|
-357
|
-97%
|
|
|
2018
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$2K
|
–
|
–
|
–
|
|
|
2019
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$1K
|
+$834
|
+5
|
New
|
|
|
2020
|
Tudor Investment Corp
Stamford,
Connecticut
|
–
|
-$127M
|
-838,617
|
Closed
|
|
|
2021
|
Bain Capital Public Equity Management
Boston,
Massachusetts
|
–
|
-$60.4M
|
-361,846
|
Closed
|
|
|
2022
|
|
–
|
-$21.8M
|
-144,500
|
Closed
|
|
|
2023
|
Arrowgrass Capital Partners
London,
United Kingdom
|
–
|
-$21.5M
|
-142,500
|
Closed
|
|
|
2024
|
Passport Capital
San Francisco,
California
|
–
|
-$17.2M
|
-113,977
|
Closed
|
|
|
2025
|
Select Equity Group
New York
|
–
|
-$17.1M
|
-102,353
|
Closed
|
|
