|
2026
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$20K
|
–
|
–
|
–
|
|
|
2027
|
Ranger Investment Management
Dallas,
Texas
|
$19K
|
-$2.52K
|
-60
|
-12%
|
|
|
2028
|
Solaris Asset Management
New York
|
$19K
|
+$19.3K
|
+460
|
New
|
|
|
2029
|
Delphi Private Advisors
San Diego,
California
|
$18K
|
-$21.9K
|
-520
|
-55%
|
|
|
2030
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$17K
|
+$1.68K
|
+40
|
+11%
|
|
|
2031
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$14K
|
-$16.8K
|
-400
|
-54%
|
|
|
2032
|
Artemis Wealth Advisors
New York
|
$11.9K
|
–
|
–
|
–
|
|
|
2033
|
SRH Advisors
Salina,
Kansas
|
$10K
|
–
|
–
|
–
|
|
|
2034
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$8K
|
-$21K
|
-500
|
-71%
|
|
|
2035
|
GFI Investment Counsel
Toronto,
Ontario, Canada
|
$8K
|
–
|
–
|
–
|
|
|
2036
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
2037
|
TD Capital Management
Memphis,
Tennessee
|
$5K
|
–
|
–
|
–
|
|
|
2038
|
Somerset Trust
Somerset,
Pennsylvania
|
$5K
|
+$5.05K
|
+120
|
New
|
|
|
2039
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$5K
|
+$5.89K
|
+140
|
New
|
|
|
2040
|
New Capital Management
Houston,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
2041
|
Blue Granite Capital
Charleston,
South Carolina
|
$3K
|
–
|
–
|
–
|
|
|
2042
|
Financial Engines Advisors
Santa Clara,
California
|
$3K
|
+$2.52K
|
+60
|
New
|
|
|
2043
|
Appropriate Balance Financial Services
Bellevue,
Washington
|
$1.26K
|
-$259K
|
-6,160
|
-22%
|
|
|
2044
|
Vivaldi Capital Management
Chicago,
Illinois
|
$331
|
+$329K
|
+7,820
|
New
|
|
|
2045
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$160
|
+$114K
|
+2,720
|
New
|
|
|
2046
|
Melvin Capital Management
New York
|
–
|
-$174M
|
-4,400,000
|
Closed
|
|
|
2047
|
Asturias Capital
New York
|
–
|
-$41.2M
|
-1,040,840
|
Closed
|
|
|
2048
|
PFM Health Sciences
San Francisco,
California
|
–
|
-$40.8M
|
-1,028,860
|
Closed
|
|
|
2049
|
Calvert Investment Management
Bethesda,
Maryland
|
–
|
-$38.9M
|
-981,320
|
Closed
|
|
|
2050
|
Country Trust Bank
Bloomington,
Illinois
|
–
|
-$37M
|
-933,380
|
Closed
|
|
