|
2001
|
Regal Wealth Group
Seal Beach,
California
|
$5K
|
–
|
–
|
–
|
|
|
2002
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$5K
|
+$207
|
+1
|
+5%
|
|
|
2003
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$5K
|
+$4.14K
|
+20
|
New
|
|
|
2004
|
Better Money Decisions
Santa Fe,
New Mexico
|
$5K
|
+$4.35K
|
+21
|
New
|
|
|
2005
|
Rockbridge Investment Management
Syracuse,
New York
|
$3K
|
-$20.7K
|
-100
|
-88%
|
|
|
2006
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
2007
|
TD Capital Management
Memphis,
Tennessee
|
$3K
|
–
|
–
|
–
|
|
|
2008
|
ClariVest Asset Management
San Diego,
California
|
$3K
|
+$1.24K
|
+6
|
+75%
|
|
|
2009
|
Neo Ivy Capital Management
New York
|
$3K
|
+$3.1K
|
+15
|
New
|
|
|
2010
|
First National Bank of South Miami
South Miami,
Florida
|
$2K
|
-$12.8K
|
-62
|
-89%
|
|
|
2011
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
2012
|
Kessler Investment Group
Columbus,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
2013
|
Perkins Coie Trust Company
Seattle,
Washington
|
$2K
|
–
|
–
|
–
|
|
|
2014
|
Edgar Lomax Company
Kingstowne,
Virginia
|
–
|
-$27.5M
|
-151,050
|
Closed
|
|
|
2015
|
Balyasny Asset Management
Chicago,
Illinois
|
–
|
-$21.7M
|
-104,805
|
Closed
|
|
|
2016
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
–
|
-$13.6M
|
-74,941
|
Closed
|
|
|
2017
|
Arosa Capital Management
Miami Beach,
Florida
|
–
|
-$10.9M
|
-60,000
|
Closed
|
|
|
2018
|
Penserra Capital Management
Orinda,
California
|
–
|
-$10.2M
|
-56,209
|
Closed
|
|
|
2019
|
Scopus Asset Management
New York
|
–
|
-$10M
|
-55,000
|
Closed
|
|
|
2020
|
Hennessy Advisors Inc
Novato,
California
|
–
|
-$9.25M
|
-50,800
|
Closed
|
|
|
2021
|
Bridgewater Associates
Westport,
Connecticut
|
–
|
-$6.38M
|
-35,021
|
Closed
|
|
|
2022
|
MUFG Securities EMEA
London,
United Kingdom
|
–
|
-$4.92M
|
-27,000
|
Closed
|
|
|
2023
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$5.36M
|
-25,889
|
Closed
|
|
|
2024
|
Appian Way Asset Management
New York
|
–
|
-$4.2M
|
-23,061
|
Closed
|
|
|
2025
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
–
|
-$3.92M
|
-21,562
|
Closed
|
|
