|
2026
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$501
|
–
|
–
|
–
|
|
|
2027
|
WestEnd Advisors
Charlotte,
North Carolina
|
$401
|
-$23
|
-1
|
-5%
|
|
|
2028
|
Your Advocates Ltd
Houston,
Texas
|
$381
|
–
|
–
|
–
|
|
|
2029
|
Sherman Asset Management
Ventura,
California
|
$361
|
+$406
|
+18
|
New
|
|
|
2030
|
Legacy Investment Solutions
Meridian,
Idaho
|
$249
|
–
|
–
|
–
|
|
|
2031
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$249
|
–
|
–
|
–
|
|
|
2032
|
NBC Securities
Birmingham,
Alabama
|
$235
|
-$317K
|
-14,047
|
-100%
|
|
|
2033
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$199
|
–
|
–
|
–
|
|
|
2034
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$160
|
–
|
–
|
–
|
|
|
2035
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$100
|
-$9.02K
|
-400
|
-99%
|
|
|
2036
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$100
|
+$113
|
+5
|
New
|
|
|
2037
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$8
|
–
|
–
|
–
|
|
|
2038
|
Capital Research Global Investors
Los Angeles,
California
|
–
|
-$706M
|
-30,075,375
|
Closed
|
|
|
2039
|
SRB Corp
Boston,
Massachusetts
|
–
|
-$103M
|
-4,398,974
|
Closed
|
|
|
2040
|
Empyrean Capital Partners
Los Angeles,
California
|
–
|
-$27M
|
-1,150,000
|
Closed
|
|
|
2041
|
Apollo Management Holdings
New York
|
–
|
-$26.7M
|
-1,136,000
|
Closed
|
|
|
2042
|
Long Focus Capital Management
San Juan,
Puerto Rico
|
–
|
-$16.2M
|
-720,000
|
Closed
|
|
|
2043
|
Melqart Asset Management
London,
United Kingdom
|
–
|
-$14M
|
-597,675
|
Closed
|
|
|
2044
|
CapWealth Advisors
Franklin,
Tennessee
|
–
|
-$12.2M
|
-518,212
|
Closed
|
|
|
2045
|
Owl Creek Asset Management
New York
|
–
|
-$12.1M
|
-513,891
|
Closed
|
|
|
2046
|
AMF Tjänstepension
Stockholm,
Sweden
|
–
|
-$11.5M
|
-490,916
|
Closed
|
|
|
2047
|
Managed Asset Portfolios
Rochester,
Michigan
|
–
|
-$10.3M
|
-438,942
|
Closed
|
|
|
2048
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
–
|
-$9.5M
|
-405,106
|
Closed
|
|
|
2049
|
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
|
–
|
-$8.8M
|
-375,000
|
Closed
|
|
|
2050
|
Clearline Capital
New York
|
–
|
-$6.54M
|
-278,879
|
Closed
|
|
