|
2001
|
Colony Family Offices
Charlotte,
North Carolina
|
–
|
-$397K
|
-10,150
|
Closed
|
|
|
2002
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$341K
|
-8,722
|
Closed
|
|
|
2003
|
|
–
|
-$334K
|
-8,541
|
Closed
|
|
|
2004
|
Aristotle Capital Management
Los Angeles,
California
|
–
|
-$332K
|
-8,500
|
Closed
|
|
|
2005
|
Continuum Advisory
Eagle,
Idaho
|
–
|
-$350K
|
-8,293
|
Closed
|
|
|
2006
|
Charles Schwab Trust
Henderson,
Nevada
|
–
|
-$326K
|
-8,215
|
Closed
|
|
|
2007
|
Weld Capital Management
New York
|
–
|
-$319K
|
-8,156
|
Closed
|
|
|
2008
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
–
|
-$313K
|
-8,000
|
Closed
|
|
|
2009
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
–
|
-$304K
|
-7,783
|
Closed
|
|
|
2010
|
Maryland Capital Management
Towson,
Maryland
|
–
|
-$290K
|
-7,435
|
Closed
|
|
|
2011
|
Auxano Advisors
Bellevue,
Washington
|
–
|
-$272K
|
-6,970
|
Closed
|
|
|
2012
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
–
|
-$254K
|
-6,500
|
Closed
|
|
|
2013
|
Deltec Asset Management
New York
|
–
|
-$237K
|
-6,060
|
Closed
|
|
|
2014
|
Certuity
North Palm Beach,
Florida
|
–
|
-$237K
|
-6,058
|
Closed
|
|
|
2015
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$244K
|
-6,045
|
Closed
|
|
|
2016
|
Old Port Advisors
Portland,
Maine
|
–
|
-$227K
|
-5,807
|
Closed
|
|
|
2017
|
Infini Capital Management
Central,
Hong Kong
|
–
|
-$222K
|
-5,600
|
Closed
|
|
|
2018
|
Infini Master Fund
Hong Kong
|
–
|
-$222K
|
-5,600
|
Closed
|
|
|
2019
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$215K
|
-5,503
|
Closed
|
|
|
2020
|
|
–
|
-$213K
|
-5,460
|
Closed
|
|
|
2021
|
Family Management
New York
|
–
|
-$202K
|
-5,173
|
Closed
|
|
|
2022
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
–
|
-$202K
|
-5,164
|
Closed
|
|
|
2023
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
–
|
-$176K
|
-4,503
|
Closed
|
|
|
2024
|
Allred Capital Management
Dallas,
Texas
|
–
|
-$135K
|
-3,467
|
Closed
|
|
|
2025
|
Garde Capital
Seattle,
Washington
|
–
|
-$135K
|
-3,464
|
Closed
|
|
