|
2001
|
Gould Capital
Tacoma,
Washington
|
$2.27K
|
–
|
–
|
–
|
|
|
2002
|
Robinswood Financial
Kirkland,
Washington
|
$2.27K
|
+$1.75K
|
+30
|
New
|
|
|
2003
|
St. Johns Investment Management
Jacksonville,
Florida
|
$2.12K
|
-$990
|
-17
|
-38%
|
|
|
2004
|
JDM Financial Group
Austin,
Texas
|
$2.12K
|
–
|
–
|
–
|
|
|
2005
|
Millstone Evans Group
Boulder,
Colorado
|
$2.04K
|
+$1.57K
|
+27
|
New
|
|
|
2006
|
Pacifica Partners
Surrey,
Canada
|
$1.88K
|
–
|
–
|
–
|
|
|
2007
|
Parkworth Wealth Management
Los Gatos,
California
|
$1.59K
|
+$1.81K
|
+31
|
New
|
|
|
2008
|
Pathway Financial Advisers
Auburn,
Indiana
|
$1.51K
|
-$2.33K
|
-40
|
-67%
|
|
|
2009
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$1.51K
|
+$1.17K
|
+20
|
New
|
|
|
2010
|
Valued Wealth Advisors
Holladay,
Utah
|
$1.44K
|
–
|
–
|
–
|
|
|
2011
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.11K
|
–
|
–
|
–
|
|
|
2012
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.06K
|
+$815
|
+14
|
New
|
|
|
2013
|
WestEnd Advisors
Charlotte,
North Carolina
|
$983
|
+$175
|
+3
|
+30%
|
|
|
2014
|
CGC Financial Services
Lake Oswego,
Oregon
|
$756
|
–
|
–
|
–
|
|
|
2015
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$756
|
–
|
–
|
–
|
|
|
2016
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$756
|
+$582
|
+10
|
New
|
|
|
2017
|
West Branch Capital
Amherst,
Massachusetts
|
$530
|
–
|
–
|
–
|
|
|
2018
|
NBC Securities
Birmingham,
Alabama
|
$335
|
-$182K
|
-3,118
|
-100%
|
|
|
2019
|
Duncker Streett & Co
St. Louis,
Missouri
|
$227
|
+$175
|
+3
|
New
|
|
|
2020
|
Evermay Wealth Management
Arlington,
Virginia
|
$152
|
–
|
–
|
–
|
|
|
2021
|
Eukles Asset Management
Cincinnati,
Ohio
|
$151
|
–
|
–
|
–
|
|
|
2022
|
Jericho Capital Asset Management
New York
|
–
|
-$120M
|
-3,224,000
|
Closed
|
|
|
2023
|
Ghisallo Capital Management
Boston,
Massachusetts
|
–
|
-$46.5M
|
-1,251,306
|
Closed
|
|
|
2024
|
Voloridge Investment Management
Jupiter,
Florida
|
–
|
-$36.3M
|
-974,962
|
Closed
|
|
|
2025
|
Aquatic Capital Management
Chicago,
Illinois
|
–
|
-$28M
|
-753,900
|
Closed
|
|
