|
2026
|
Gupta Wealth Management
San Diego,
California
|
$407M
|
+$67.2M
|
+20%
|
1.08%
|
–
|
1,410
|
28.37%
|
|
|
2027
|
Novare Capital Management
Charlotte,
North Carolina
|
$405M
|
+$1.43M
|
+0.4%
|
0.74%
|
65.7%
|
117
|
10.26%
|
|
|
2028
|
Comerica Securities
Detroit,
Michigan
|
$405M
|
+$16.7M
|
+4%
|
0.7%
|
25.6%
|
348
|
18.68%
|
|
|
2029
|
GHP Investment Advisors
Denver,
Colorado
|
$405M
|
+$23.1M
|
+6%
|
0.2%
|
75.2%
|
294
|
11.56%
|
|
|
2030
|
Seven Locks Capital Management
New York
|
$405M
|
-$193M
|
-32%
|
5.5%
|
49.8%
|
35
|
37.14%
|
|
|
2031
|
Greenbrier Partners Capital Management
Dallas,
Texas
|
$405M
|
-$35.2M
|
-8%
|
2.89%
|
111%
|
20
|
20%
|
|
|
2032
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$403M
|
+$15.4M
|
+4%
|
1.56%
|
17.2%
|
326
|
11.96%
|
|
|
2033
|
Mangrove Partners
Greenwich,
Connecticut
|
$403M
|
-$12.1M
|
-3%
|
2.68%
|
169%
|
48
|
31.25%
|
|
|
2034
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$402M
|
-$7.78M
|
-2%
|
0.78%
|
–
|
678
|
34.96%
|
|
|
2035
|
Andalusian Capital Partners
Greenwich,
Connecticut
|
$402M
|
+$21.2M
|
+6%
|
2.85%
|
–
|
61
|
54.1%
|
|
|
2036
|
Symons Capital Management
Pittsburgh,
Pennsylvania
|
$402M
|
-$37.3M
|
-8%
|
1.22%
|
25.4%
|
80
|
20%
|
|
|
2037
|
McClain Value Management
New Canaan,
Connecticut
|
$401M
|
-$20.4M
|
-5%
|
0.15%
|
2.83%
|
39
|
17.95%
|
|
|
2038
|
Zelman Capital
Beachwood,
Ohio
|
$401M
|
+$84.2M
|
+27%
|
5.79%
|
–
|
41
|
43.9%
|
|
|
2039
|
Sterling Ridge Capital Management
New York
|
$401M
|
+$43.4M
|
+12%
|
0.17%
|
–
|
101
|
70.3%
|
|
|
2040
|
Choreo LLC
Rockford,
Illinois
|
$401M
|
+$8.29M
|
+2%
|
1.11%
|
59.7%
|
160
|
12.5%
|
|
|
2041
|
Jacobs & Co
San Francisco,
California
|
$400M
|
+$4.7M
|
+1%
|
0.1%
|
92.2%
|
127
|
5.51%
|
|
|
2042
|
ACG Wealth
Atlanta,
Georgia
|
$399M
|
+$20.9M
|
+6%
|
0.03%
|
45.5%
|
226
|
15.04%
|
|
|
2043
|
SG Capital Management
Chicago,
Illinois
|
$399M
|
+$55.3M
|
+16%
|
2.13%
|
187%
|
102
|
80.39%
|
|
|
2044
|
Partners Group Holding
Baar-Zug,
Switzerland
|
$398M
|
+$13.7M
|
+4%
|
6.09%
|
35.5%
|
39
|
7.69%
|
|
|
2045
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$398M
|
-$26.5M
|
-6%
|
0.24%
|
48.4%
|
113
|
8.85%
|
|
|
2046
|
FS Capital Partners VI
Los Angeles,
California
|
$398M
|
+$100M
|
+34%
|
33.8%
|
–
|
1
|
0%
|
|
|
2047
|
Telemus Capital
Southfield,
Michigan
|
$398M
|
-$15.2M
|
-4%
|
0.33%
|
27.9%
|
141
|
13.48%
|
|
|
2048
|
MCF Advisors
Covington,
Kentucky
|
$398M
|
-$3.29M
|
-0.8%
|
1.22%
|
41.5%
|
469
|
12.37%
|
|
|
2049
|
McDaniel Terry & Co
Austin,
Texas
|
$397M
|
-$11.8M
|
-3%
|
1.57%
|
52.9%
|
52
|
17.31%
|
|
|
2050
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$396M
|
+$36.4M
|
+10%
|
0.09%
|
97.4%
|
133
|
45.11%
|
|