|
2001
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$907
|
+$344
|
+7
|
+70%
|
|
|
2002
|
Kingdom Financial Group
Peoria,
Arizona
|
$814
|
+$738
|
+15
|
New
|
|
|
2003
|
West Branch Capital
Amherst,
Massachusetts
|
$801
|
–
|
–
|
–
|
|
|
2004
|
NVWM LLC
Yardley,
Pennsylvania
|
$800
|
+$492
|
+10
|
+200%
|
|
|
2005
|
Davis Capital Management
Jacksonville,
Florida
|
$694
|
–
|
–
|
–
|
|
|
2006
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$694
|
+$639
|
+13
|
New
|
|
|
2007
|
Swan Capital
Pensacola,
Florida
|
$614
|
–
|
–
|
–
|
|
|
2008
|
Breakwater Investment Management
Seattle,
Washington
|
$587
|
–
|
–
|
–
|
|
|
2009
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$587
|
+$541
|
+11
|
New
|
|
|
2010
|
E Fund Management (HK)
Central,
Hong Kong
|
$574
|
–
|
–
|
–
|
|
|
2011
|
Evolution Wealth Management
Fort Myers,
Florida
|
$480
|
-$5.56K
|
-113
|
-93%
|
|
|
2012
|
LMR Partners
London,
United Kingdom
|
$53
|
+$49
|
+1
|
New
|
|
|
2013
|
Quantbot Technologies
New York
|
–
|
-$17.7M
|
-365,773
|
Closed
|
|
|
2014
|
Empowered Funds
Havertown,
Pennsylvania
|
–
|
-$15M
|
-310,093
|
Closed
|
|
|
2015
|
Aquatic Capital Management
Chicago,
Illinois
|
–
|
-$6.33M
|
-130,907
|
Closed
|
|
|
2016
|
Cornerstone Advisors
Asheville,
North Carolina
|
–
|
-$4.62M
|
-95,500
|
Closed
|
|
|
2017
|
Achmea Investment Management
Zeist,
Netherlands
|
–
|
-$4.57M
|
-94,571
|
Closed
|
|
|
2018
|
iSAM Funds (UK)
London,
United Kingdom
|
–
|
-$4.56M
|
-94,262
|
Closed
|
|
|
2019
|
GQG Partners
Ft. Lauderdale,
Florida
|
–
|
-$4.14M
|
-85,600
|
Closed
|
|
|
2020
|
Prospector Partners
Guilford,
Connecticut
|
–
|
-$3.8M
|
-78,700
|
Closed
|
|
|
2021
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$3.6M
|
-74,348
|
Closed
|
|
|
2022
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
–
|
-$3.07M
|
-63,518
|
Closed
|
|
|
2023
|
Brighton Jones LLC
Seattle,
Washington
|
–
|
-$2.69M
|
-55,734
|
Closed
|
|
|
2024
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
–
|
-$2.59M
|
-53,500
|
Closed
|
|
|
2025
|
Claris Advisors
St. Louis,
Missouri
|
–
|
-$2.14M
|
-47,247
|
Closed
|
|
