|
2026
|
Merrion Investment Management
Cranford,
New Jersey
|
$5K
|
+$4.81K
|
+25
|
New
|
|
|
2027
|
CSat Investment Advisory
Detroit,
Michigan
|
$4K
|
-$1.06M
|
-5,527
|
-100%
|
|
|
2028
|
First Bank & Trust
Brookings,
South Dakota
|
$4K
|
–
|
–
|
–
|
|
|
2029
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$4K
|
–
|
–
|
–
|
|
|
2030
|
Lenox Wealth Advisors
New York
|
$4K
|
+$384
|
+2
|
+11%
|
|
|
2031
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$4K
|
+$3.85K
|
+20
|
New
|
|
|
2032
|
Holloway Wealth Management
Gainesville,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
2033
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$3K
|
+$2.69K
|
+14
|
New
|
|
|
2034
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$2.91K
|
+$2.88K
|
+15
|
New
|
|
|
2035
|
St. Johns Investment Management
Jacksonville,
Florida
|
$2K
|
-$1.92K
|
-10
|
-50%
|
|
|
2036
|
Clear Investment Research
Alpharetta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
2037
|
TD Capital Management
Memphis,
Tennessee
|
$2K
|
–
|
–
|
–
|
|
|
2038
|
Cedar Wealth Management
Walnut Creek,
California
|
$2K
|
+$1.54K
|
+8
|
New
|
|
|
2039
|
Red Cedar Capital
Omaha,
Nebraska
|
$2K
|
+$1.92K
|
+10
|
New
|
|
|
2040
|
tru Independence
Portland,
Oregon
|
$553
|
-$5.9M
|
-30,670
|
-92%
|
|
|
2041
|
Marshall & Sullivan
Seattle,
Washington
|
$463
|
-$70K
|
-364
|
-79%
|
|
|
2042
|
Capital International Investors
Los Angeles,
California
|
–
|
-$291M
|
-1,758,717
|
Closed
|
|
|
2043
|
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
–
|
-$46.6M
|
-282,110
|
Closed
|
|
|
2044
|
Quadrature Capital
London,
United Kingdom
|
–
|
-$18.1M
|
-109,612
|
Closed
|
|
|
2045
|
Tibra Equities Europe
London,
United Kingdom
|
–
|
-$16.8M
|
-101,900
|
Closed
|
|
|
2046
|
Primecap Management
Pasadena,
California
|
–
|
-$14M
|
-84,750
|
Closed
|
|
|
2047
|
Canyon Capital Advisors
Dallas,
Texas
|
–
|
-$13.4M
|
-81,109
|
Closed
|
|
|
2048
|
WorldQuant Millennium Advisors
New York
|
–
|
-$11.7M
|
-70,972
|
Closed
|
|
|
2049
|
Atalanta Sosnoff Capital
New York
|
–
|
-$9.59M
|
-58,008
|
Closed
|
|
|
2050
|
USS Investment Management
London,
United Kingdom
|
–
|
-$9.47M
|
-57,328
|
Closed
|
|
