|
2001
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$0
|
-$91K
|
0
|
–
|
Closed
|
|
|
2002
|
Marshall & Sullivan
Seattle,
Washington
|
$0
|
-$212K
|
0
|
–
|
Closed
|
|
|
2003
|
Marshall Wace
London,
United Kingdom
|
$0
|
-$6.88M
|
0
|
–
|
Closed
|
|
|
2004
|
M Holdings Securities
Portland,
Oregon
|
$0
|
-$832K
|
0
|
–
|
Closed
|
|
|
2005
|
Neumann Capital Management
Foster City,
California
|
$0
|
-$310K
|
0
|
–
|
Closed
|
|
|
2006
|
Nine Masts Capital
Central,
Hong Kong
|
$0
|
-$3.86M
|
0
|
–
|
Closed
|
|
|
2007
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$0
|
-$283K
|
0
|
–
|
Closed
|
|
|
2008
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$0
|
-$1.95M
|
0
|
–
|
Closed
|
|
|
2009
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$0
|
-$222K
|
0
|
–
|
Closed
|
|
|
2010
|
Omnia Family Wealth
Aventura,
Florida
|
$0
|
-$85K
|
0
|
–
|
Closed
|
|
|
2011
|
One Wealth Advisors
San Francisco,
California
|
$0
|
-$87K
|
0
|
–
|
Closed
|
|
|
2012
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$0
|
-$5.68M
|
0
|
–
|
Closed
|
|
|
2013
|
Pacifica Capital Investments
Leander,
Texas
|
$0
|
-$254K
|
0
|
–
|
Closed
|
|
|
2014
|
Park Avenue Securities
New York
|
$0
|
-$381K
|
0
|
–
|
Closed
|
|
|
2015
|
P.A.W. Capital
Greenwich,
Connecticut
|
$0
|
-$564K
|
0
|
–
|
Closed
|
|
|
2016
|
Piershale Financial Group
Barrington,
Illinois
|
$0
|
-$226K
|
0
|
–
|
Closed
|
|
|
2017
|
Pineno Levin & Ford Asset Management
Richmond,
Virginia
|
$0
|
-$1.39M
|
0
|
–
|
Closed
|
|
|
2018
|
Planning Directions
Glen Mills,
Pennsylvania
|
$0
|
-$210K
|
0
|
–
|
Closed
|
|
|
2019
|
PRW Wealth Management
Quincy,
Massachusetts
|
$0
|
-$23K
|
0
|
–
|
Closed
|
|
|
2020
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$0
|
-$124K
|
0
|
–
|
Closed
|
|
|
2021
|
PVG Asset Management
Golden,
Colorado
|
$0
|
-$1.03M
|
0
|
–
|
Closed
|
|
|
2022
|
Quantinno Capital Management
New York
|
$0
|
-$269K
|
0
|
–
|
Closed
|
|
|
2023
|
Raffa Wealth Management
Washington,
District of Columbia
|
$0
|
-$12.4K
|
0
|
–
|
Closed
|
|
|
2024
|
Requisite Capital Management
Dallas,
Texas
|
$0
|
-$20K
|
0
|
–
|
Closed
|
|
|
2025
|
Richard Bernstein Advisors
New York
|
$0
|
-$5.51M
|
0
|
–
|
Closed
|
|