|
2001
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$5K
|
–
|
–
|
–
|
|
|
2002
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$5K
|
+$2.2K
|
+11
|
+100%
|
|
|
2003
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$5K
|
+$4.4K
|
+22
|
New
|
|
|
2004
|
Hoese & Co
Glencoe,
Minnesota
|
$4K
|
-$5.6K
|
-28
|
-58%
|
|
|
2005
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$4K
|
-$200
|
-1
|
-5%
|
|
|
2006
|
Atwood & Palmer
Kansas City,
Missouri
|
$3K
|
–
|
–
|
–
|
|
|
2007
|
Globeflex Capital
San Diego,
California
|
$3K
|
–
|
–
|
–
|
|
|
2008
|
Pacifica Partners
Surrey,
Canada
|
$3K
|
+$3K
|
+15
|
New
|
|
|
2009
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$2K
|
–
|
–
|
–
|
|
|
2010
|
Ironwood Financial
Tucson,
Arizona
|
$2K
|
–
|
–
|
–
|
|
|
2011
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
2012
|
PEAK6 Investments
Chicago,
Illinois
|
$1K
|
+$800
|
+4
|
New
|
|
|
2013
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$1K
|
+$1K
|
+5
|
New
|
|
|
2014
|
WestEnd Advisors
Charlotte,
North Carolina
|
$623
|
–
|
–
|
–
|
|
|
2015
|
Westside Investment Management
Santa Monica,
California
|
$48
|
+$9.6K
|
+48
|
+26%
|
|
|
2016
|
Parallax Volatility Advisers
San Francisco,
California
|
–
|
-$72M
|
-359,865
|
Closed
|
|
|
2017
|
Arrowstreet Capital
Boston,
Massachusetts
|
–
|
-$33.7M
|
-198,246
|
Closed
|
|
|
2018
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
–
|
-$21.1M
|
-124,202
|
Closed
|
|
|
2019
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
–
|
-$20.8M
|
-122,322
|
Closed
|
|
|
2020
|
Edgestream Partners
Princeton,
New Jersey
|
–
|
-$19.2M
|
-112,824
|
Closed
|
|
|
2021
|
Godsey & Gibb Inc
Richmond,
Virginia
|
–
|
-$16.2M
|
-95,175
|
Closed
|
|
|
2022
|
Carlson Capital
Dallas,
Texas
|
–
|
-$10.4M
|
-61,237
|
Closed
|
|
|
2023
|
KLCM Advisors
Milwaukee,
Wisconsin
|
–
|
-$9.81M
|
-57,687
|
Closed
|
|
|
2024
|
|
–
|
-$9.43M
|
-55,444
|
Closed
|
|
|
2025
|
Capital Bank & Trust
Irvine,
California
|
–
|
-$7.36M
|
-43,277
|
Closed
|
|
