|
2001
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
0 $
|
-8.000 $
|
0
|
–
|
Geschlossen
|
|
|
2002
|
Northside Capital Management
Hood River,
Oregon
|
0 $
|
-243.000 $
|
0
|
–
|
Geschlossen
|
|
|
2003
|
Nuveen Fund Advisors
Chicago,
Illinois
|
0 $
|
-671.000 $
|
0
|
–
|
Geschlossen
|
|
|
2004
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
0 $
|
-260.000 $
|
0
|
–
|
Geschlossen
|
|
|
2005
|
Opera Trading Capital
Paris,
France
|
0 $
|
-2,76 Mio. $
|
0
|
–
|
Geschlossen
|
|
|
2006
|
Orser Capital Management
Southlake,
Texas
|
0 $
|
-267.000 $
|
0
|
–
|
Geschlossen
|
|
|
2007
|
Patriot Wealth Management
Houston,
Texas
|
0 $
|
-6,51 Mio. $
|
0
|
–
|
Geschlossen
|
|
|
2008
|
Pinnacle Advisory Group
Columbia,
Maryland
|
0 $
|
-834.000 $
|
0
|
–
|
Geschlossen
|
|
|
2009
|
Planning Directions
Glen Mills,
Pennsylvania
|
0 $
|
-341.000 $
|
0
|
–
|
Geschlossen
|
|
|
2010
|
Portfolio Solutions
Royal Oak,
Michigan
|
0 $
|
-9.000 $
|
0
|
–
|
Geschlossen
|
|
|
2011
|
PrairieView Partners
St. Paul,
Minnesota
|
0 $
|
-218.000 $
|
0
|
–
|
Geschlossen
|
|
|
2012
|
Quantitative Investment Management
Charlottesville,
Virginia
|
0 $
|
-29,9 Mio. $
|
0
|
–
|
Geschlossen
|
|
|
2013
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
0 $
|
-1,45 Mio. $
|
0
|
–
|
Geschlossen
|
|
|
2014
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
0 $
|
-202.000 $
|
0
|
–
|
Geschlossen
|
|
|
2015
|
Rafferty Asset Management
New York
|
0 $
|
-5,08 Mio. $
|
0
|
–
|
Geschlossen
|
|
|
2016
|
REDW Wealth
Albuquerque,
New Mexico
|
0 $
|
-217.000 $
|
0
|
–
|
Geschlossen
|
|
|
2017
|
Relative Value Partners Group
|
0 $
|
-292.000 $
|
0
|
–
|
Geschlossen
|
|
|
2018
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
0 $
|
-286.000 $
|
0
|
–
|
Geschlossen
|
|
|
2019
|
RGT Wealth Advisors
Dallas,
Texas
|
0 $
|
-220.000 $
|
0
|
–
|
Geschlossen
|
|
|
2020
|
|
0 $
|
-30,5 Mio. $
|
0
|
–
|
Geschlossen
|
|
|
2021
|
SFMG Wealth Advisors
Plano,
Texas
|
0 $
|
-220.000 $
|
0
|
–
|
Geschlossen
|
|
|
2022
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
0 $
|
-217.000 $
|
0
|
–
|
Geschlossen
|
|
|
2023
|
Sit Investment Associates
Minneapolis,
Minnesota
|
0 $
|
-13,1 Mio. $
|
0
|
–
|
Geschlossen
|
|
|
2024
|
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
0 $
|
-1,04 Mio. $
|
0
|
–
|
Geschlossen
|
|
|
2025
|
Summit Trail Advisors
New York
|
0 $
|
-684.000 $
|
0
|
–
|
Geschlossen
|
|
