|
2026
|
BTR Capital Management
Oakland,
California
|
$425M
|
+$12.3M
|
+3%
|
0.68%
|
35%
|
163
|
10.43%
|
|
|
2027
|
Premier Asset Management
Chicago,
Illinois
|
$425M
|
-$6.65M
|
-2%
|
1.24%
|
104%
|
100
|
11%
|
|
|
2028
|
CapWealth Advisors
Franklin,
Tennessee
|
$424M
|
-$1.22M
|
-0.3%
|
2.08%
|
143%
|
345
|
16.52%
|
|
|
2029
|
Calamos Wealth Management
Naperville,
Illinois
|
$423M
|
+$23.2M
|
+6%
|
0.86%
|
102%
|
247
|
25.1%
|
|
|
2030
|
M&R Capital Management
Summit,
New Jersey
|
$423M
|
+$15K
|
+0%
|
0.14%
|
52.6%
|
216
|
6.48%
|
|
|
2031
|
Crescent Park Management
East Palo Alto,
California
|
$423M
|
+$114M
|
+37%
|
4.94%
|
87%
|
17
|
47.06%
|
|
|
2032
|
Old Mutual Customised Solutions
Pinelands,
South Africa
|
$422M
|
+$8.94M
|
+2%
|
1.29%
|
49.7%
|
739
|
4.6%
|
|
|
2033
|
Community Bank
Dewitt,
New York
|
$422M
|
-$7.32M
|
-2%
|
0.83%
|
73.5%
|
382
|
7.33%
|
|
|
2034
|
Prospera Financial Services
Dallas,
Texas
|
$420M
|
-$28.8M
|
-6%
|
0.46%
|
97.4%
|
353
|
23.51%
|
|
|
2035
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$420M
|
+$5.56M
|
+1%
|
2.14%
|
26.9%
|
178
|
16.29%
|
|
|
2036
|
Catawba Capital Management
Roanoke,
Virginia
|
$419M
|
-$16.1M
|
-4%
|
1.8%
|
33.1%
|
255
|
6.67%
|
|
|
2037
|
FJ Capital Management
Mclean,
Virginia
|
$419M
|
+$63M
|
+18%
|
5.33%
|
97.9%
|
94
|
15.96%
|
|
|
2038
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$419M
|
+$13.9M
|
+3%
|
0%
|
79.4%
|
36
|
13.89%
|
|
|
2039
|
CPWM LLC
Seattle,
Washington
|
$418M
|
+$61.9M
|
+17%
|
0.82%
|
36.6%
|
228
|
32.02%
|
|
|
2040
|
Jacobs Asset Management
New York
|
$418M
|
-$23.9M
|
-5%
|
1.43%
|
114%
|
46
|
21.74%
|
|
|
2041
|
Professional Advisory Services
Vero Beach,
Florida
|
$417M
|
+$970K
|
+0.2%
|
1.22%
|
61.8%
|
59
|
6.78%
|
|
|
2042
|
Newtyn Management
New York
|
$417M
|
+$15.3M
|
+4%
|
1.33%
|
52%
|
16
|
18.75%
|
|
|
2043
|
Condor Capital Management
Martinsville,
New Jersey
|
$417M
|
-$4.71M
|
-1%
|
0.8%
|
58.2%
|
200
|
5.5%
|
|
|
2044
|
Destrier Capital Management
New York
|
$416M
|
+$27.5M
|
+7%
|
4.61%
|
5.28%
|
28
|
42.86%
|
|
|
2045
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$416M
|
+$5.21M
|
+1%
|
0.98%
|
–
|
521
|
14.2%
|
|
|
2046
|
Speece Thorson Capital Group
Minnetonka,
Minnesota
|
$416M
|
-$10.4M
|
-2%
|
1.95%
|
34.2%
|
42
|
9.52%
|
|
|
2047
|
Strategic Capital Alternatives
Gig Harbor,
United States
|
$416M
|
+$14.7M
|
+4%
|
0.11%
|
–
|
468
|
39.74%
|
|
|
2048
|
Bangor Savings Bank
Bangor,
Maine
|
$415M
|
-$506K
|
-0.1%
|
0.95%
|
49.6%
|
156
|
12.82%
|
|
|
2049
|
|
$415M
|
+$14.5M
|
+4%
|
1.73%
|
–
|
47
|
12.77%
|
|
|
2050
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$413M
|
-$39.8M
|
-9%
|
2.08%
|
49.3%
|
39
|
0%
|
|