|
2001
|
Balentine LLC
Atlanta,
Georgia
|
$13K
|
+$13.1K
|
+232
|
New
|
|
|
2002
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$12K
|
–
|
–
|
–
|
|
|
2003
|
One Wealth Advisors
San Francisco,
California
|
$12K
|
+$56
|
+1
|
+0.5%
|
|
|
2004
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$11K
|
-$72.2K
|
-1,279
|
-86%
|
|
|
2005
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$11K
|
–
|
–
|
–
|
|
|
2006
|
Strategic Wealth Partners
Independence,
Ohio
|
$9K
|
-$7.05K
|
-125
|
-44%
|
|
|
2007
|
Israel Discount Bank of New York
New York
|
$6K
|
–
|
–
|
–
|
|
|
2008
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$6K
|
+$1.01K
|
+18
|
+25%
|
|
|
2009
|
Cedar Wealth Management
Walnut Creek,
California
|
$5K
|
+$4.46K
|
+79
|
New
|
|
|
2010
|
IMA Advisory Services
Denver,
Colorado
|
$5K
|
+$4.46K
|
+79
|
New
|
|
|
2011
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4K
|
-$1.16M
|
-20,536
|
-100%
|
|
|
2012
|
CX Institutional
Auburn,
Indiana
|
$4K
|
+$3.44K
|
+61
|
New
|
|
|
2013
|
LifePlan Financial Group
Dayton,
Ohio
|
$3K
|
-$1.52K
|
-27
|
-33%
|
|
|
2014
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$3K
|
–
|
–
|
–
|
|
|
2015
|
INR Advisory Services
Media,
Pennsylvania
|
$3K
|
+$3.38K
|
+60
|
New
|
|
|
2016
|
Country Trust Bank
Bloomington,
Illinois
|
$2K
|
-$39.2K
|
-695
|
-94%
|
|
|
2017
|
NuWave Investment Management
Parsippany,
New Jersey
|
$1K
|
-$108K
|
-1,911
|
-99%
|
|
|
2018
|
CSat Investment Advisory
Detroit,
Michigan
|
$1K
|
+$959
|
+17
|
New
|
|
|
2019
|
Korea Investment Corp
Seoul,
South Korea
|
–
|
-$137M
|
-2,427,328
|
Closed
|
|
|
2020
|
Miller Howard Investments
Kingston,
New York
|
–
|
-$76.6M
|
-1,473,005
|
Closed
|
|
|
2021
|
PointState Capital
New York
|
–
|
-$50.3M
|
-967,933
|
Closed
|
|
|
2022
|
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
–
|
-$45.2M
|
-869,475
|
Closed
|
|
|
2023
|
SeaTown Holdings
Singapore
|
–
|
-$9.26M
|
-178,160
|
Closed
|
|
|
2024
|
Mizuho Securities USA
New York
|
–
|
-$9.12M
|
-175,545
|
Closed
|
|
|
2025
|
Daiwa SB Investments
Tokyo,
Japan
|
–
|
-$7.95M
|
-152,903
|
Closed
|
|
