|
2026
|
Jasinkiewicz Capital Management
Summit,
New Jersey
|
$299M
|
+$48.7M
|
+19%
|
12.4%
|
–
|
92
|
65.22%
|
|
|
2027
|
Capital Z Partners Management
New York
|
$299M
|
+$26M
|
+10%
|
21.6%
|
48.2%
|
3
|
33.33%
|
|
|
2028
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$299M
|
+$34.8M
|
+13%
|
1.72%
|
36.8%
|
139
|
23.74%
|
|
|
2029
|
Green Holdings
Hamilton,
Bermuda
|
$299M
|
+$56.6M
|
+23%
|
8.79%
|
–
|
27
|
62.96%
|
|
|
2030
|
Cypress Funds
Los Angeles,
California
|
$297M
|
+$29.5M
|
+11%
|
9.99%
|
114%
|
21
|
33.33%
|
|
|
2031
|
Strategic Financial Services
Utica,
New York
|
$297M
|
+$14.1M
|
+5%
|
6.01%
|
46.5%
|
99
|
2.02%
|
|
|
2032
|
Longhorn Capital Partners
Dallas,
Texas
|
$296M
|
-$10.4M
|
-3%
|
4.64%
|
30.2%
|
12
|
0%
|
|
|
2033
|
Loeb Partners Corp
New York
|
$296M
|
+$22.5M
|
+8%
|
9.36%
|
34.4%
|
210
|
26.67%
|
|
|
2034
|
Grimes & Company
Westborough,
Massachusetts
|
$296M
|
+$21.4M
|
+8%
|
5.15%
|
66.2%
|
163
|
23.93%
|
|
|
2035
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$295M
|
+$13.3M
|
+5%
|
4.35%
|
68.3%
|
111
|
3.6%
|
|
|
2036
|
First Merchants Corp
Muncie,
Indiana
|
$295M
|
+$13.4M
|
+5%
|
5.14%
|
49.9%
|
129
|
3.1%
|
|
|
2037
|
Summit Securities Group
New York
|
$294M
|
+$84.3M
|
+40%
|
9.34%
|
96.7%
|
899
|
68.85%
|
|
|
2038
|
Lucas Capital Management
Red Bank,
New Jersey
|
$293M
|
-$55.8M
|
-16%
|
6.32%
|
44.5%
|
161
|
24.22%
|
|
|
2039
|
Red Rocks Capital
Denver,
Colorado
|
$293M
|
+$44.5M
|
+18%
|
9.38%
|
–
|
10
|
10%
|
|
|
2040
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$292M
|
-$2.14M
|
-0.7%
|
5.8%
|
–
|
798
|
29.7%
|
|
|
2041
|
Aureus Asset Management
Boston,
Massachusetts
|
$292M
|
+$13M
|
+5%
|
10.1%
|
80.4%
|
119
|
18.49%
|
|
|
2042
|
Welch Capital Partners
Harrison,
New York
|
$292M
|
+$6.08M
|
+2%
|
5.32%
|
66.3%
|
65
|
44.62%
|
|
|
2043
|
Rock Creek Group
Washington,
District of Columbia
|
$292M
|
+$15.6M
|
+6%
|
3.18%
|
34.9%
|
20
|
25%
|
|
|
2044
|
Condor Capital Management
Martinsville,
New Jersey
|
$291M
|
+$25.8M
|
+10%
|
7.59%
|
47.3%
|
175
|
15.43%
|
|
|
2045
|
White Pine Capital
Bloomington,
Minnesota
|
$290M
|
+$2.28M
|
+0.8%
|
6.31%
|
100%
|
241
|
8.3%
|
|
|
2046
|
Denali Advisors
San Diego,
California
|
$290M
|
+$21.8M
|
+8%
|
9.1%
|
85.8%
|
244
|
22.13%
|
|
|
2047
|
Flippin Bruce & Porter
Lynchburg,
Virginia
|
$290M
|
+$10.3M
|
+4%
|
4.57%
|
44.4%
|
91
|
9.89%
|
|
|
2048
|
Braver Wealth Management
Needham,
Massachusetts
|
$290M
|
+$72.4M
|
+33%
|
4.74%
|
20.4%
|
80
|
23.75%
|
|
|
2049
|
GW & Wade
Wellesley,
Massachusetts
|
$289M
|
+$12.3M
|
+4%
|
3.5%
|
32.2%
|
82
|
4.88%
|
|
|
2050
|
Chapter IV Investors
Charlotte,
North Carolina
|
$289M
|
+$29M
|
+11%
|
5.19%
|
4.15%
|
12
|
0%
|
|