|
2001
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$8.64K
|
-$772K
|
-13,685
|
-8%
|
|
|
2002
|
Israel Discount Bank of New York
New York
|
$6K
|
–
|
–
|
–
|
|
|
2003
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$6K
|
+$1.01K
|
+18
|
+25%
|
|
|
2004
|
Cedar Wealth Management
Walnut Creek,
California
|
$5K
|
+$4.46K
|
+79
|
New
|
|
|
2005
|
IMA Advisory Services
Denver,
Colorado
|
$5K
|
+$4.46K
|
+79
|
New
|
|
|
2006
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4K
|
-$1.16M
|
-20,536
|
-100%
|
|
|
2007
|
CX Institutional
Auburn,
Indiana
|
$4K
|
+$3.44K
|
+61
|
New
|
|
|
2008
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$3.57K
|
+$7.96K
|
+141
|
+0.2%
|
|
|
2009
|
LifePlan Financial Group
Dayton,
Ohio
|
$3K
|
-$1.52K
|
-27
|
-33%
|
|
|
2010
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$3K
|
–
|
–
|
–
|
|
|
2011
|
INR Advisory Services
Media,
Pennsylvania
|
$3K
|
+$3.38K
|
+60
|
New
|
|
|
2012
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.29K
|
+$378K
|
+6,697
|
+20%
|
|
|
2013
|
Country Trust Bank
Bloomington,
Illinois
|
$2K
|
-$39.2K
|
-695
|
-94%
|
|
|
2014
|
ProVise Management Group
Clearwater,
Florida
|
$1.89K
|
-$35.5K
|
-629
|
-2%
|
|
|
2015
|
NuWave Investment Management
Parsippany,
New Jersey
|
$1K
|
-$108K
|
-1,911
|
-99%
|
|
|
2016
|
CSat Investment Advisory
Detroit,
Michigan
|
$1K
|
+$959
|
+17
|
New
|
|
|
2017
|
Gladius Capital Management
Chicago,
Illinois
|
$655
|
+$638K
|
+11,317
|
New
|
|
|
2018
|
American Financial Network Advisory Services
Calabasas,
California
|
$234
|
-$113
|
-2
|
-14%
|
|
|
2019
|
Front Row Advisors
Tiburon,
California
|
$25
|
–
|
–
|
–
|
|
|
2020
|
Korea Investment Corp
Seoul,
South Korea
|
–
|
-$137M
|
-2,427,328
|
Closed
|
|
|
2021
|
Miller Howard Investments
Kingston,
New York
|
–
|
-$76.6M
|
-1,473,005
|
Closed
|
|
|
2022
|
PointState Capital
New York
|
–
|
-$50.3M
|
-967,933
|
Closed
|
|
|
2023
|
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
–
|
-$45.2M
|
-869,475
|
Closed
|
|
|
2024
|
SeaTown Holdings
Singapore
|
–
|
-$9.26M
|
-178,160
|
Closed
|
|
|
2025
|
Mizuho Securities USA
New York
|
–
|
-$9.12M
|
-175,545
|
Closed
|
|
