|
2001
|
Shoker Investment Counsel
Oxford,
Ohio
|
$0
|
-$273K
|
0
|
–
|
Closed
|
|
|
2002
|
Signature Financial Management
Norfolk,
Virginia
|
$0
|
-$568K
|
0
|
–
|
Closed
|
|
|
2003
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$0
|
-$17K
|
0
|
–
|
Closed
|
|
|
2004
|
Signet Financial Management
Parsippany,
New Jersey
|
$0
|
-$178K
|
0
|
–
|
Closed
|
|
|
2005
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$0
|
-$250K
|
0
|
–
|
Closed
|
|
|
2006
|
Southport Capital Management
Chattanooga,
Tennessee
|
$0
|
-$86K
|
0
|
–
|
Closed
|
|
|
2007
|
SouthState Corp
Winter Haven,
Florida
|
$0
|
-$246K
|
0
|
–
|
Closed
|
|
|
2008
|
SSI Investment Management
Los Angeles,
California
|
$0
|
-$217K
|
0
|
–
|
Closed
|
|
|
2009
|
Stack Financial Management
Whitefish,
Montana
|
$0
|
-$10.4M
|
0
|
–
|
Closed
|
|
|
2010
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$0
|
-$5.63M
|
0
|
–
|
Closed
|
|
|
2011
|
|
$0
|
-$207K
|
0
|
–
|
Closed
|
|
|
2012
|
Strategic Global Advisors
Newport Beach,
California
|
$0
|
-$240K
|
0
|
–
|
Closed
|
|
|
2013
|
Strategic Vision Investment
Hong Kong
|
$0
|
-$5.68M
|
0
|
–
|
Closed
|
|
|
2014
|
TLP Group
Evanston,
Illinois
|
$0
|
-$25K
|
0
|
–
|
Closed
|
|
|
2015
|
Torch Wealth Management
Cincinnati,
Ohio
|
$0
|
-$209K
|
0
|
–
|
Closed
|
|
|
2016
|
Toth Financial Advisory
Leesburg,
Virginia
|
$0
|
-$835K
|
0
|
–
|
Closed
|
|
|
2017
|
Townsend & Associates
Westminster,
Colorado
|
$0
|
-$235K
|
0
|
–
|
Closed
|
|
|
2018
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$0
|
-$202K
|
0
|
–
|
Closed
|
|
|
2019
|
Trilogy Capital
Irvine,
California
|
$0
|
-$147K
|
0
|
–
|
Closed
|
|
|
2020
|
University of Notre Dame du Lac
South Bend,
Indiana
|
$0
|
-$8.94M
|
0
|
–
|
Closed
|
|
|
2021
|
Virtue Capital Management
Brentwood,
Tennessee
|
$0
|
-$874K
|
0
|
–
|
Closed
|
|
|
2022
|
Virtus Alternative Investment Advisers
Hartford,
Connecticut
|
$0
|
-$65K
|
0
|
–
|
Closed
|
|
|
2023
|
Visionary Asset Management
Houston,
Texas
|
$0
|
-$3.25M
|
0
|
–
|
Closed
|
|
|
2024
|
WBI Investments
Red Bank,
New Jersey
|
$0
|
-$2.45M
|
0
|
–
|
Closed
|
|
|
2025
|
WealthSource Partners
San Luis Obispo,
California
|
$0
|
-$200K
|
0
|
–
|
Closed
|
|