|
2026
|
ACG Wealth
Atlanta,
Georgia
|
$372M
|
-$27.4M
|
-7%
|
6.42%
|
45.5%
|
242
|
26.86%
|
|
|
2027
|
Symons Capital Management
Pittsburgh,
Pennsylvania
|
$371M
|
-$30.1M
|
-8%
|
2.22%
|
25.4%
|
79
|
31.65%
|
|
|
2028
|
|
$371M
|
-$9.26M
|
-2%
|
5.71%
|
72.6%
|
115
|
6.96%
|
|
|
2029
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$371M
|
-$22.2M
|
-6%
|
7.78%
|
106%
|
170
|
15.88%
|
|
|
2030
|
Old Mutual Customised Solutions
Pinelands,
South Africa
|
$370M
|
-$52M
|
-12%
|
8.03%
|
49.7%
|
736
|
3.13%
|
|
|
2031
|
Sector Gamma AS
Oslo,
Norway
|
$369M
|
-$22.3M
|
-6%
|
8.81%
|
28.7%
|
26
|
15.38%
|
|
|
2032
|
Beach Point Capital Management
Santa Monica,
California
|
$369M
|
-$141M
|
-28%
|
11.2%
|
110%
|
28
|
28.57%
|
|
|
2033
|
Checchi Capital Advisers
Beverly Hills,
California
|
$368M
|
-$10.8M
|
-3%
|
4.78%
|
56.1%
|
383
|
14.1%
|
|
|
2034
|
SNS Financial Group
Minneapolis,
Minnesota
|
$367M
|
+$37.3M
|
+11%
|
6.95%
|
41.8%
|
138
|
27.54%
|
|
|
2035
|
Windward Capital Management
Los Angeles,
California
|
$367M
|
-$4.81M
|
-1%
|
2.03%
|
69.9%
|
79
|
10.13%
|
|
|
2036
|
Birch Run Capital Advisors
Dallas,
Texas
|
$367M
|
-$95M
|
-21%
|
20.6%
|
8.22%
|
21
|
19.05%
|
|
|
2037
|
Trinity Street Asset Management
London,
United Kingdom
|
$366M
|
-$172M
|
-32%
|
10.9%
|
78.9%
|
12
|
8.33%
|
|
|
2038
|
Parus Finance (UK)
London,
United Kingdom
|
$366M
|
-$70.4M
|
-16%
|
1.67%
|
199%
|
17
|
29.41%
|
|
|
2039
|
Emery Howard Portfolio Management
Burlingame,
California
|
$366M
|
-$23.3M
|
-6%
|
8.41%
|
66.5%
|
32
|
9.38%
|
|
|
2040
|
Northstar Investment Advisors
Denver,
Colorado
|
$365M
|
-$21.9M
|
-6%
|
3.69%
|
85.8%
|
110
|
20.91%
|
|
|
2041
|
Catawba Capital Management
Roanoke,
Virginia
|
$365M
|
-$54.1M
|
-13%
|
6.6%
|
33.1%
|
260
|
13.85%
|
|
|
2042
|
Herring Creek Capital Management
Stamford,
Connecticut
|
$365M
|
-$22.1M
|
-6%
|
12.1%
|
–
|
35
|
45.71%
|
|
|
2043
|
Dynamic Capital Management
St. Helier,
Jersey
|
$365M
|
-$28.3M
|
-7%
|
18.8%
|
49.7%
|
474
|
75.11%
|
|
|
2044
|
Evensky & Katz
Coral Gables,
Florida
|
$364M
|
-$16.6M
|
-4%
|
6.76%
|
57.1%
|
48
|
0%
|
|
|
2045
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$363M
|
-$28M
|
-7%
|
6.15%
|
55.1%
|
135
|
9.63%
|
|
|
2046
|
Novare Capital Management
Charlotte,
North Carolina
|
$363M
|
-$42.1M
|
-10%
|
9.97%
|
65.7%
|
131
|
24.43%
|
|
|
2047
|
Jetstream Capital
Brentwood,
Tennessee
|
$363M
|
+$209M
|
+135%
|
1.55%
|
–
|
27
|
81.48%
|
|
|
2048
|
|
$362M
|
-$192M
|
-35%
|
15.4%
|
10.2%
|
69
|
39.13%
|
|
|
2049
|
M&R Capital Management
Summit,
New Jersey
|
$362M
|
-$60.7M
|
-14%
|
7.35%
|
52.6%
|
215
|
13.49%
|
|
|
2050
|
Cabot Wealth Management
Salem,
Massachusetts
|
$362M
|
-$49.3M
|
-12%
|
5.88%
|
55.6%
|
159
|
20.13%
|
|