|
2001
|
Aspire Private Capital
Cornelius,
North Carolina
|
$9K
|
–
|
–
|
–
|
|
|
2002
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$8K
|
–
|
–
|
–
|
|
|
2003
|
Financial Advantage
Columbia,
Maryland
|
$8K
|
–
|
–
|
–
|
|
|
2004
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$8K
|
–
|
–
|
–
|
|
|
2005
|
Horan Securities
Cincinnati,
United States
|
$7K
|
+$6.93K
|
+88
|
New
|
|
|
2006
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$6K
|
–
|
–
|
–
|
|
|
2007
|
Kessler Investment Group
Columbus,
Indiana
|
$6K
|
–
|
–
|
–
|
|
|
2008
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$4K
|
-$4.25K
|
-54
|
-55%
|
|
|
2009
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
2010
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$3K
|
+$3.23K
|
+41
|
New
|
|
|
2011
|
Globeflex Capital
San Diego,
California
|
$2K
|
+$1.57K
|
+20
|
New
|
|
|
2012
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1K
|
–
|
–
|
–
|
|
|
2013
|
Clear Investment Research
Alpharetta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
2014
|
Delphi Private Advisors
San Diego,
California
|
$1K
|
+$1.02K
|
+13
|
New
|
|
|
2015
|
Winch Advisory Services
Appleton,
Wisconsin
|
$1K
|
+$1.26K
|
+16
|
New
|
|
|
2016
|
Royal London Asset Management
United Kingdom
|
–
|
-$53.9M
|
-673,788
|
Closed
|
|
|
2017
|
Cooke & Bieler
Philadelphia,
Pennsylvania
|
–
|
-$48.7M
|
-609,552
|
Closed
|
|
|
2018
|
Point72 Asset Management
Stamford,
Connecticut
|
–
|
-$41.2M
|
-515,235
|
Closed
|
|
|
2019
|
Balyasny Asset Management
Chicago,
Illinois
|
–
|
-$37.2M
|
-465,446
|
Closed
|
|
|
2020
|
Artisan Partners
Milwaukee,
Wisconsin
|
–
|
-$36.7M
|
-459,143
|
Closed
|
|
|
2021
|
Acadian Asset Management
Boston,
Massachusetts
|
–
|
-$10.1M
|
-125,985
|
Closed
|
|
|
2022
|
Isthmus Partners
Madison,
Wisconsin
|
–
|
-$9.78M
|
-122,361
|
Closed
|
|
|
2023
|
Stone Ridge Asset Management
New York
|
–
|
-$7.99M
|
-99,999
|
Closed
|
|
|
2024
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
–
|
-$7.6M
|
-95,500
|
Closed
|
|
|
2025
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$6.96M
|
-87,058
|
Closed
|
|
