|
2001
|
|
$0
|
-$570K
|
0
|
–
|
Closed
|
|
|
2002
|
MRA Associates USA
Phoenix,
Arizona
|
$0
|
-$23.6K
|
0
|
–
|
Closed
|
|
|
2003
|
National Investment Services
Milwaukee,
Wisconsin
|
$0
|
-$544K
|
0
|
–
|
Closed
|
|
|
2004
|
Neo Ivy Capital Management
New York
|
$0
|
-$2.27M
|
0
|
–
|
Closed
|
|
|
2005
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$0
|
$0
|
1
|
0%
|
Maintained
|
|
|
2006
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$0
|
-$194K
|
0
|
–
|
Closed
|
|
|
2007
|
NorthRock Partners
Minneapolis,
Minnesota
|
$0
|
-$554K
|
0
|
–
|
Closed
|
|
|
2008
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$0
|
-$229K
|
0
|
–
|
Closed
|
|
|
2009
|
|
$0
|
-$277K
|
0
|
–
|
Closed
|
|
|
2010
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$0
|
-$779K
|
0
|
–
|
Closed
|
|
|
2011
|
Old Mission Capital
Chicago,
Illinois
|
$0
|
-$594K
|
0
|
–
|
Closed
|
|
|
2012
|
OneAscent Financial Services
Birmingham,
Alabama
|
$0
|
-$535K
|
0
|
–
|
Closed
|
|
|
2013
|
Owl Creek Asset Management
New York
|
$0
|
-$74.6M
|
0
|
–
|
Closed
|
|
|
2014
|
Pacific View Asset Management
San Francisco,
California
|
$0
|
-$660K
|
0
|
–
|
Closed
|
|
|
2015
|
Palouse Capital Management
Spokane,
Washington
|
$0
|
-$1.9M
|
0
|
–
|
Closed
|
|
|
2016
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$0
|
-$60K
|
0
|
–
|
Closed
|
|
|
2017
|
Penn Capital Management
Philadelphia,
Pennsylvania
|
$0
|
-$1.54M
|
0
|
–
|
Closed
|
|
|
2018
|
Peregrine Asset Advisers
Portland,
Oregon
|
$0
|
-$9.74M
|
0
|
–
|
Closed
|
|
|
2019
|
Peregrine Capital Management
Minneapolis,
Minnesota
|
$0
|
-$3.15M
|
0
|
–
|
Closed
|
|
|
2020
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$0
|
-$18.4M
|
0
|
–
|
Closed
|
|
|
2021
|
Poplar Forest Capital
Pasadena,
California
|
$0
|
-$41M
|
0
|
–
|
Closed
|
|
|
2022
|
Private Portfolio Partners
Paramus,
New Jersey
|
$0
|
-$233K
|
0
|
–
|
Closed
|
|
|
2023
|
Proficio Capital Partners
Newton,
Massachusetts
|
$0
|
-$293K
|
0
|
–
|
Closed
|
|
|
2024
|
Providence First Trust
Scottsdale,
Arizona
|
$0
|
-$1.35M
|
0
|
–
|
Closed
|
|
|
2025
|
Pzena Investment Management
New York
|
$0
|
-$842K
|
0
|
–
|
Closed
|
|