| 1. The Investment House LLC CRD 163493 · Limited Liability Company | REDONDO BEACH, CA | $2.2B Mar 2026 | +$581.9M+35.9% | +$550.6M+33.3% | +$1.2B+110.8% | — | +1 employees+10.0% over 3Y | +77 accounts+14.6% over 3Y |
| 2. Beryl Capital Management, LLC CRD 269959 · Limited Liability Company | REDONDO BEACH, CA | $1.0B Mar 2026 | +$38.8M+3.9% | +$340.0M+48.9% | +$396.0M+62.0% | +$909.3M+725.3% | +2 employees+50.0% over 3Y | +4 accounts+100.0% over 3Y |
| 3. Navigoe, LLC CRD 168716 · Limited Liability Company | REDONDO BEACH, CA | $407.8M May 2026 | +$66.0M+19.3% | +$124.3M+43.9% | +$153.7M+60.5% | — | -1 employees-25.0% over 3Y | +41 accounts+7.5% over 3Y |
| 4. 4D Advisors, LLC CRD 315045 · Limited Liability Company | REDONDO BEACH, CA | $315.6M Mar 2026 | +$53.4M+20.3% | — | — | +$53.4M+20.3% | 0 employees+0.0% over 1Y | 0 accounts+0.0% over 1Y |
| 5. Rosenwald Capital Management, INC. CRD 290118 · Corporation | REDONDO BEACH, CA | $248.1M Jun 2026 | +$29.6M+13.5% | +$37.7M+17.9% | +$108.3M+77.4% | -$5.7M-2.3% | +1 employees+20.0% over 3Y | -2 accounts-40.0% over 3Y |
| 6. Wedgewood Asset Management, LLC CRD 312054 · Limited Liability Company | REDONDO BEACH, CA | $174.5M Mar 2026 | -$35.6M-16.9% | -$13.6M-7.2% | — | +$6.7M+4.0% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |