|
2026
|
Garde Capital
Seattle,
Washington
|
$530M
|
+$20.9M
|
+4%
|
4.39%
|
51.5%
|
174
|
6.9%
|
|
|
2027
|
Acuta Capital Partners
Redwood City,
California
|
$530M
|
-$28.3M
|
-5%
|
20.1%
|
7,472%
|
99
|
60.61%
|
|
|
2028
|
BlueSpruce Investments
Chicago,
Illinois
|
$530M
|
-$1.04M
|
-0.2%
|
8.32%
|
47.7%
|
16
|
25%
|
|
|
2029
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$529M
|
+$41M
|
+8%
|
6.13%
|
77.9%
|
133
|
15.04%
|
|
|
2030
|
Cardan Capital Partners
Denver,
Colorado
|
$529M
|
+$27.9M
|
+6%
|
3.35%
|
64%
|
128
|
11.72%
|
|
|
2031
|
Jacobs Asset Management
New York
|
$528M
|
+$4.01M
|
+0.8%
|
3%
|
79.5%
|
54
|
29.63%
|
|
|
2032
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$527M
|
+$12.6M
|
+2%
|
5.07%
|
60%
|
50
|
6%
|
|
|
2033
|
Silverback Asset Management
Chapel Hill,
North Carolina
|
$527M
|
-$97.9M
|
-16%
|
0.33%
|
92.4%
|
52
|
15.38%
|
|
|
2034
|
Blockhouse Capital Management
New York
|
$526M
|
+$157M
|
+42%
|
11.2%
|
–
|
57
|
61.4%
|
|
|
2035
|
AdvicePeriod
Los Angeles,
California
|
$526M
|
–
|
–
|
3.35%
|
31.5%
|
67
|
–
|
|
|
2036
|
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
$526M
|
-$50.4M
|
-9%
|
5.97%
|
56.9%
|
65
|
4.62%
|
|
|
2037
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$525M
|
+$46M
|
+10%
|
5.25%
|
58.4%
|
157
|
23.57%
|
|
|
2038
|
Equitec Specialists
Chicago,
Illinois
|
$523M
|
-$127M
|
-20%
|
0.36%
|
65.4%
|
123
|
37.4%
|
|
|
2039
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$522M
|
+$24.5M
|
+5%
|
4.83%
|
19%
|
188
|
16.49%
|
|
|
2040
|
First Trust Capital Management
Chicago,
Illinois
|
$522M
|
-$122M
|
-19%
|
14.4%
|
186%
|
79
|
73.42%
|
|
|
2041
|
Venturi Wealth Management
Austin,
Texas
|
$522M
|
+$49.2M
|
+10%
|
6.13%
|
101%
|
204
|
16.18%
|
|
|
2042
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$522M
|
+$37.4M
|
+8%
|
6.47%
|
25.7%
|
290
|
14.48%
|
|
|
2043
|
American Assets Investment Management
San Diego,
California
|
$522M
|
+$20.9M
|
+4%
|
3.83%
|
413%
|
158
|
6.96%
|
|
|
2044
|
Auxier Asset Management
Aurora,
Oregon
|
$521M
|
+$28.7M
|
+6%
|
6.82%
|
58.4%
|
160
|
11.25%
|
|
|
2045
|
|
$521M
|
+$44.7M
|
+9%
|
10.4%
|
14.8%
|
14
|
14.29%
|
|
|
2046
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$521M
|
+$48.7M
|
+10%
|
4.91%
|
25.6%
|
148
|
10.81%
|
|
|
2047
|
Crosslink Capital
Menlo Park,
California
|
$520M
|
-$68.8M
|
-12%
|
0.22%
|
105%
|
35
|
28.57%
|
|
|
2048
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$519M
|
+$19.2M
|
+4%
|
5.56%
|
86.5%
|
136
|
7.35%
|
|
|
2049
|
CCM Investment Advisers
Columbia,
South Carolina
|
$519M
|
-$645K
|
-0.1%
|
7.34%
|
118%
|
94
|
13.83%
|
|
|
2050
|
Brown Advisory Securities
Baltimore,
Maryland
|
$519M
|
+$56.4M
|
+12%
|
7.07%
|
51.2%
|
409
|
9.78%
|
|