|
2001
|
Advisors Preferred
Rockville,
Maryland
|
–
|
-$234K
|
-7,539
|
Closed
|
|
|
2002
|
Bristol Advisors
Conshohocken,
Pennsylvania
|
–
|
-$233K
|
-7,500
|
Closed
|
|
|
2003
|
KDI Capital Partners
Raleigh,
North Carolina
|
–
|
-$233K
|
-7,500
|
Closed
|
|
|
2004
|
Diamond Hill Capital Management
Columbus,
Ohio
|
–
|
-$227K
|
-7,302
|
Closed
|
|
|
2005
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$222K
|
-7,158
|
Closed
|
|
|
2006
|
Sepio Capital
Salt Lake City,
Utah
|
–
|
-$220K
|
-7,101
|
Closed
|
|
|
2007
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
–
|
-$219K
|
-7,068
|
Closed
|
|
|
2008
|
Virginia National Bank
Charlottesville,
Virginia
|
–
|
-$217K
|
-6,993
|
Closed
|
|
|
2009
|
Tiedemann Advisors
New York
|
–
|
-$216K
|
-6,954
|
Closed
|
|
|
2010
|
Swaine & Leidel Wealth Services
Sebring,
Florida
|
–
|
-$219K
|
-6,600
|
Closed
|
|
|
2011
|
RWA Wealth Partners
Newton,
Massachusetts
|
–
|
-$204K
|
-6,576
|
Closed
|
|
|
2012
|
MainStreet Investment Advisors
Chicago,
Illinois
|
–
|
-$192K
|
-6,195
|
Closed
|
|
|
2013
|
SNS Financial Group
Minneapolis,
Minnesota
|
–
|
-$191K
|
-6,141
|
Closed
|
|
|
2014
|
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
–
|
-$149K
|
-4,791
|
Closed
|
|
|
2015
|
Wealthspire Advisors (New York)
New York
|
–
|
-$101K
|
-3,261
|
Closed
|
|
|
2016
|
Ruggie Capital Group
Tavares,
Florida
|
–
|
-$97K
|
-3,132
|
Closed
|
|
|
2017
|
Texas Children's
Houston,
Texas
|
–
|
-$82K
|
-2,640
|
Closed
|
|
|
2018
|
ERTS Wealth Advisors
Marquette,
Michigan
|
–
|
-$67K
|
-2,157
|
Closed
|
|
|
2019
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
–
|
-$64K
|
-2,070
|
Closed
|
|
|
2020
|
Mizuho Securities
Tokyo,
Japan
|
–
|
-$47K
|
-1,500
|
Closed
|
|
|
2021
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
–
|
-$462K
|
-1,488
|
Closed
|
|
|
2022
|
WealthOne
Albany,
New York
|
–
|
-$42K
|
-1,353
|
Closed
|
|
|
2023
|
Sterling Global Strategies
Carlsbad,
California
|
–
|
-$35.2K
|
-1,134
|
Closed
|
|
|
2024
|
Inscription Capital
Houston,
Texas
|
–
|
-$27K
|
-855
|
Closed
|
|
|
2025
|
Ipswich Investment Management
Beverly,
Massachusetts
|
–
|
-$26K
|
-828
|
Closed
|
|
