|
2001
|
Global X Management Company
New York
|
$35K
|
+$3.24K
|
+42
|
+10%
|
|
|
2002
|
Forward Management
San Francisco,
California
|
$32K
|
–
|
–
|
–
|
|
|
2003
|
CKW Financial Group
Honolulu,
Hawaii
|
$30K
|
-$88.5K
|
-1,148
|
-74%
|
|
|
2004
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$28K
|
+$16.6K
|
+215
|
+132%
|
|
|
2005
|
Ironwood Financial
Tucson,
Arizona
|
$26K
|
–
|
–
|
–
|
|
|
2006
|
Index Management Solutions
Philadelphia,
Pennsylvania
|
$24K
|
-$69.3K
|
-900
|
-74%
|
|
|
2007
|
Solaris Asset Management
New York
|
$24K
|
–
|
–
|
–
|
|
|
2008
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$22K
|
–
|
–
|
–
|
|
|
2009
|
Lloyds Banking Group
London,
United Kingdom
|
$19K
|
–
|
–
|
–
|
|
|
2010
|
Stonehage Fleming (UK)
London,
United Kingdom
|
$19K
|
–
|
–
|
–
|
|
|
2011
|
Tower Research Capital (TRC)
New York
|
$13K
|
+$13.3K
|
+173
|
New
|
|
|
2012
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$8K
|
+$8.48K
|
+110
|
New
|
|
|
2013
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$7K
|
–
|
–
|
–
|
|
|
2014
|
Kessler Investment Group
Columbus,
Indiana
|
$7K
|
+$2.47K
|
+32
|
+50%
|
|
|
2015
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$5K
|
-$7.32K
|
-95
|
-58%
|
|
|
2016
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$4K
|
-$45.6K
|
-592
|
-92%
|
|
|
2017
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$3K
|
+$1.54K
|
+20
|
+133%
|
|
|
2018
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
2019
|
Rezny Wealth Management
Fort Myers,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
2020
|
Astenbeck Capital Management
Southport,
Connecticut
|
–
|
-$75.7M
|
-909,970
|
Closed
|
|
|
2021
|
Renaissance Technologies
New York
|
–
|
-$51M
|
-612,391
|
Closed
|
|
|
2022
|
Alleghany Corporation
New York
|
–
|
-$49.9M
|
-600,000
|
Closed
|
|
|
2023
|
Nuance Investments
Kansas City,
Missouri
|
–
|
-$25.9M
|
-311,889
|
Closed
|
|
|
2024
|
Trilogy Global Advisors
Winter Park,
Florida
|
–
|
-$24.6M
|
-295,800
|
Closed
|
|
|
2025
|
|
–
|
-$19.1M
|
-229,666
|
Closed
|
|
