|
2001
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
USD 0
|
-USD 8 k
|
0
|
–
|
Cerradas
|
|
|
2002
|
Northside Capital Management
Hood River,
Oregon
|
USD 0
|
-USD 243 k
|
0
|
–
|
Cerradas
|
|
|
2003
|
Nuveen Fund Advisors
Chicago,
Illinois
|
USD 0
|
-USD 671 k
|
0
|
–
|
Cerradas
|
|
|
2004
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
USD 0
|
-USD 260 k
|
0
|
–
|
Cerradas
|
|
|
2005
|
Opera Trading Capital
Paris,
France
|
USD 0
|
-USD 2.76 M
|
0
|
–
|
Cerradas
|
|
|
2006
|
Orser Capital Management
Southlake,
Texas
|
USD 0
|
-USD 267 k
|
0
|
–
|
Cerradas
|
|
|
2007
|
Patriot Wealth Management
Houston,
Texas
|
USD 0
|
-USD 6.51 M
|
0
|
–
|
Cerradas
|
|
|
2008
|
Pinnacle Advisory Group
Columbia,
Maryland
|
USD 0
|
-USD 834 k
|
0
|
–
|
Cerradas
|
|
|
2009
|
Planning Directions
Glen Mills,
Pennsylvania
|
USD 0
|
-USD 341 k
|
0
|
–
|
Cerradas
|
|
|
2010
|
Portfolio Solutions
Royal Oak,
Michigan
|
USD 0
|
-USD 9 k
|
0
|
–
|
Cerradas
|
|
|
2011
|
PrairieView Partners
St. Paul,
Minnesota
|
USD 0
|
-USD 218 k
|
0
|
–
|
Cerradas
|
|
|
2012
|
Quantitative Investment Management
Charlottesville,
Virginia
|
USD 0
|
-USD 29.9 M
|
0
|
–
|
Cerradas
|
|
|
2013
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
USD 0
|
-USD 1.45 M
|
0
|
–
|
Cerradas
|
|
|
2014
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
USD 0
|
-USD 202 k
|
0
|
–
|
Cerradas
|
|
|
2015
|
Rafferty Asset Management
New York
|
USD 0
|
-USD 5.08 M
|
0
|
–
|
Cerradas
|
|
|
2016
|
REDW Wealth
Albuquerque,
New Mexico
|
USD 0
|
-USD 217 k
|
0
|
–
|
Cerradas
|
|
|
2017
|
Relative Value Partners Group
|
USD 0
|
-USD 292 k
|
0
|
–
|
Cerradas
|
|
|
2018
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
USD 0
|
-USD 286 k
|
0
|
–
|
Cerradas
|
|
|
2019
|
RGT Wealth Advisors
Dallas,
Texas
|
USD 0
|
-USD 220 k
|
0
|
–
|
Cerradas
|
|
|
2020
|
|
USD 0
|
-USD 30.5 M
|
0
|
–
|
Cerradas
|
|
|
2021
|
SFMG Wealth Advisors
Plano,
Texas
|
USD 0
|
-USD 220 k
|
0
|
–
|
Cerradas
|
|
|
2022
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
USD 0
|
-USD 217 k
|
0
|
–
|
Cerradas
|
|
|
2023
|
Sit Investment Associates
Minneapolis,
Minnesota
|
USD 0
|
-USD 13.1 M
|
0
|
–
|
Cerradas
|
|
|
2024
|
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
USD 0
|
-USD 1.04 M
|
0
|
–
|
Cerradas
|
|
|
2025
|
Summit Trail Advisors
New York
|
USD 0
|
-USD 684 k
|
0
|
–
|
Cerradas
|
|