|
2001
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$0
|
-$178K
|
0
|
–
|
Closed
|
|
|
2002
|
Howard Capital Management
Roswell,
Georgia
|
$0
|
-$11.5M
|
0
|
–
|
Closed
|
|
|
2003
|
Hutner Capital Management
Manchester,
Vermont
|
$0
|
-$220K
|
0
|
–
|
Closed
|
|
|
2004
|
IberiaBank
Lafayette,
Louisiana
|
$0
|
-$284K
|
0
|
–
|
Closed
|
|
|
2005
|
Icon Wealth Partners
Houston,
Texas
|
$0
|
-$134K
|
0
|
–
|
Closed
|
|
|
2006
|
IMS Capital Management
Portland,
Oregon
|
$0
|
-$220K
|
0
|
–
|
Closed
|
|
|
2007
|
Institute for Wealth Management
Denver,
Colorado
|
$0
|
-$1.54M
|
0
|
–
|
Closed
|
|
|
2008
|
IRON Financial
Northbrook,
Illinois
|
$0
|
-$215K
|
0
|
–
|
Closed
|
|
|
2009
|
Isthmus Partners
Madison,
Wisconsin
|
$0
|
-$162K
|
0
|
–
|
Closed
|
|
|
2010
|
Jabre Capital Partners
Geneva,
Switzerland
|
$0
|
-$469K
|
0
|
–
|
Closed
|
|
|
2011
|
|
$0
|
-$5.46M
|
0
|
–
|
Closed
|
|
|
2012
|
JGP Wealth Management
Bend,
Oregon
|
$0
|
-$1.33M
|
0
|
–
|
Closed
|
|
|
2013
|
Johanson Financial Advisors
Campbell,
California
|
$0
|
-$322K
|
0
|
–
|
Closed
|
|
|
2014
|
Kelleher Financial Advisors
New York
|
$0
|
-$260K
|
0
|
–
|
Closed
|
|
|
2015
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$0
|
-$325K
|
0
|
–
|
Closed
|
|
|
2016
|
Kingfisher Capital
Charlotte,
North Carolina
|
$0
|
-$1.02M
|
0
|
–
|
Closed
|
|
|
2017
|
Landmark Bank
Columbia,
Missouri
|
$0
|
-$307K
|
0
|
–
|
Closed
|
|
|
2018
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$0
|
-$215K
|
0
|
–
|
Closed
|
|
|
2019
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$0
|
-$65K
|
0
|
–
|
Closed
|
|
|
2020
|
Leisure Capital Management
Costa Mesa,
California
|
$0
|
-$807K
|
0
|
–
|
Closed
|
|
|
2021
|
Leuthold Group
Minneapolis,
Minnesota
|
$0
|
-$5.68M
|
0
|
–
|
Closed
|
|
|
2022
|
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
$0
|
-$5.16M
|
0
|
–
|
Closed
|
|
|
2023
|
Lincoln Capital
Lincoln,
Nebraska
|
$0
|
-$272K
|
0
|
–
|
Closed
|
|
|
2024
|
LMR Partners
London,
United Kingdom
|
$0
|
-$1.1M
|
0
|
–
|
Closed
|
|
|
2025
|
Magnetar Financial
Evanston,
Illinois
|
$0
|
-$246K
|
0
|
–
|
Closed
|
|