|
2026
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$1.23B
|
+$18.9M
|
+2%
|
1.38%
|
56.3%
|
215
|
12.56%
|
|
|
2027
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$1.23B
|
-$134M
|
-10%
|
0%
|
108%
|
114
|
13.16%
|
|
|
2028
|
First Long Island Investors
Jericho,
New York
|
$1.23B
|
-$131M
|
-10%
|
6.81%
|
65.5%
|
78
|
15.38%
|
|
|
2029
|
Magnus Financial Group
New York
|
$1.23B
|
-$77.9M
|
-6%
|
0.8%
|
70.8%
|
446
|
21.75%
|
|
|
2030
|
Ikarian Capital
Dallas,
Texas
|
$1.23B
|
-$49.2M
|
-4%
|
13.6%
|
5,763%
|
214
|
43.46%
|
|
|
2031
|
Windward Capital Management
Los Angeles,
California
|
$1.23B
|
-$34.5M
|
-3%
|
0.93%
|
69.9%
|
75
|
10.67%
|
|
|
2032
|
Inspire Advisors
Meridian,
Idaho
|
$1.23B
|
+$140M
|
+13%
|
2.33%
|
44%
|
742
|
35.98%
|
|
|
2033
|
Intrust Bank
Wichita,
Kansas
|
$1.23B
|
+$19.9M
|
+2%
|
0.19%
|
79.5%
|
424
|
12.03%
|
|
|
2034
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$1.22B
|
+$43.6M
|
+4%
|
3.23%
|
70.4%
|
209
|
16.75%
|
|
|
2035
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$1.22B
|
-$53.5M
|
-4%
|
2.64%
|
144%
|
116
|
10.34%
|
|
|
2036
|
Strategy Capital
Los Altos,
California
|
$1.22B
|
-$133M
|
-10%
|
11.8%
|
201%
|
12
|
16.67%
|
|
|
2037
|
Polaris Capital Management
Boston,
Massachusetts
|
$1.22B
|
+$16.7M
|
+1%
|
8.82%
|
94.3%
|
91
|
9.89%
|
|
|
2038
|
Delta Global Management
New York
|
$1.22B
|
-$153M
|
-11%
|
3.66%
|
–
|
234
|
67.52%
|
|
|
2039
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$1.22B
|
-$107M
|
-8%
|
3.07%
|
60%
|
56
|
10.71%
|
|
|
2040
|
Gillson Capital
Chicago,
Illinois
|
$1.22B
|
-$308M
|
-20%
|
7.1%
|
72.7%
|
106
|
63.21%
|
|
|
2041
|
Coliseum Capital Management
Rowayton,
Connecticut
|
$1.22B
|
-$690K
|
-0.1%
|
9.31%
|
13.7%
|
13
|
0%
|
|
|
2042
|
Atairos Group
Bryn Mawr,
Pennsylvania
|
$1.22B
|
-$430M
|
-26%
|
22.2%
|
40.2%
|
4
|
0%
|
|
|
2043
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.22B
|
+$15.8M
|
+1%
|
0.45%
|
33%
|
190
|
13.16%
|
|
|
2044
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$1.22B
|
+$45.5M
|
+4%
|
1.64%
|
–
|
278
|
16.55%
|
|
|
2045
|
Kimelman & Baird
New York
|
$1.22B
|
-$86.4M
|
-7%
|
2.9%
|
–
|
275
|
8.73%
|
|
|
2046
|
Neumeier Poma Investment Counsel
Carmel,
California
|
$1.21B
|
+$3.31M
|
+0.3%
|
8.39%
|
178%
|
45
|
13.33%
|
|
|
2047
|
SlateStone Wealth
Jupiter,
Florida
|
$1.21B
|
+$18M
|
+2%
|
0%
|
79.1%
|
307
|
8.79%
|
|
|
2048
|
Central Securities
New York
|
$1.21B
|
-$32.1M
|
-3%
|
1.74%
|
84.7%
|
31
|
9.68%
|
|
|
2049
|
Tortoise Investment Management
White Plains,
New York
|
$1.21B
|
+$72.5M
|
+6%
|
0.44%
|
33%
|
267
|
15.73%
|
|
|
2050
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$1.21B
|
-$123M
|
-9%
|
6.14%
|
46.8%
|
95
|
20%
|
|