|
2026
|
Acorns Advisers
Irvine,
California
|
$464M
|
+$199M
|
+75%
|
1.56%
|
39.9%
|
7
|
42.86%
|
|
|
2027
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$464M
|
+$14.9M
|
+3%
|
5.09%
|
54.9%
|
154
|
12.99%
|
|
|
2028
|
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
$464M
|
+$254K
|
+0.1%
|
3.07%
|
56.9%
|
69
|
7.25%
|
|
|
2029
|
Garelick Capital Partners
Boston,
Massachusetts
|
$463M
|
+$15.9M
|
+4%
|
16.1%
|
195%
|
41
|
65.85%
|
|
|
2030
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$463M
|
+$24M
|
+5%
|
5.17%
|
64.3%
|
161
|
22.98%
|
|
|
2031
|
Telemark Asset Management
Boston,
Massachusetts
|
$463M
|
+$37.9M
|
+9%
|
10.6%
|
271%
|
55
|
41.82%
|
|
|
2032
|
Tekne Capital Management
New York
|
$463M
|
-$92.6M
|
-17%
|
12.7%
|
258%
|
21
|
33.33%
|
|
|
2033
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$462M
|
+$48M
|
+12%
|
2.76%
|
25.7%
|
273
|
19.05%
|
|
|
2034
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$462M
|
+$4.04M
|
+0.9%
|
2.52%
|
55.1%
|
153
|
5.23%
|
|
|
2035
|
Professional Advisory Services
Vero Beach,
Florida
|
$461M
|
+$9.16M
|
+2%
|
3.75%
|
61.8%
|
62
|
9.68%
|
|
|
2036
|
Private Wealth Partners
Mill Valley,
California
|
$461M
|
+$9.26M
|
+2%
|
3.32%
|
92.8%
|
120
|
14.17%
|
|
|
2037
|
Emery Howard Portfolio Management
Burlingame,
California
|
$460M
|
+$18.7M
|
+4%
|
3.29%
|
66.5%
|
33
|
0%
|
|
|
2038
|
GFS Advisors
Houston,
Texas
|
$460M
|
-$26.2M
|
-5%
|
3.58%
|
74.3%
|
146
|
6.85%
|
|
|
2039
|
StratiFi
San Francisco,
California
|
$460M
|
+$328M
|
+249%
|
–
|
–
|
8
|
37.5%
|
|
|
2040
|
Perigon Wealth Management
San Francisco,
California
|
$460M
|
-$11.6M
|
-2%
|
2.91%
|
81.3%
|
652
|
16.26%
|
|
|
2041
|
Callahan Advisors
Houston,
Texas
|
$459M
|
+$15.3M
|
+3%
|
2.35%
|
75.6%
|
130
|
6.92%
|
|
|
2042
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$459M
|
+$7.85M
|
+2%
|
3.77%
|
24%
|
692
|
16.62%
|
|
|
2043
|
Private Trust Company
Cleveland,
Ohio
|
$459M
|
+$25.9M
|
+6%
|
2.73%
|
79.6%
|
383
|
13.05%
|
|
|
2044
|
Regal Partners
Sydney, NSW,
Australia
|
$458M
|
-$48M
|
-9%
|
10%
|
133%
|
12
|
16.67%
|
|
|
2045
|
Verde Servicos Internacionais
Sao Paulo,
Brazil
|
$458M
|
-$71.5M
|
-14%
|
2.7%
|
131%
|
113
|
45.13%
|
|
|
2046
|
Windham Capital Management
Boston,
Massachusetts
|
$457M
|
-$4.98M
|
-1%
|
2.15%
|
8.3%
|
29
|
24.14%
|
|
|
2047
|
Ensemble Capital Management
San Francisco,
California
|
$457M
|
+$27.8M
|
+6%
|
6.13%
|
36.2%
|
43
|
25.58%
|
|
|
2048
|
Grace & White Inc
Ny,
New York
|
$457M
|
-$4.9M
|
-1%
|
1.38%
|
61.5%
|
144
|
6.25%
|
|
|
2049
|
Horan Capital Management
Hunt Valley,
Maryland
|
$457M
|
+$18.2M
|
+4%
|
3.08%
|
69.2%
|
86
|
26.74%
|
|
|
2050
|
Connable Office Inc
Kalamazoo,
Michigan
|
$457M
|
+$13.2M
|
+3%
|
2.05%
|
54.5%
|
198
|
21.21%
|
|