|
2026
|
Centenus Global Management
New York
|
$557M
|
+$21.4M
|
+4%
|
2.85%
|
–
|
168
|
69.05%
|
|
|
2027
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$555M
|
+$74.8M
|
+16%
|
6.69%
|
135%
|
424
|
24.06%
|
|
|
2028
|
Centaurus Financial
Anaheim,
California
|
$554M
|
-$171M
|
-24%
|
5.64%
|
83.5%
|
2,532
|
79.23%
|
|
|
2029
|
Guinness Asset Management
London,
United Kingdom
|
$553M
|
+$42.8M
|
+8%
|
3.29%
|
73.9%
|
103
|
4.85%
|
|
|
2030
|
One Capital Management
Westlake Village,
California
|
$553M
|
+$25M
|
+5%
|
3.11%
|
50.5%
|
177
|
9.04%
|
|
|
2031
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$553M
|
+$48.9M
|
+10%
|
6.04%
|
80.6%
|
102
|
18.63%
|
|
|
2032
|
Estate Counselors
Thiensville,
Wisconsin
|
$553M
|
+$25M
|
+5%
|
2.91%
|
60%
|
70
|
18.57%
|
|
|
2033
|
|
$552M
|
+$329M
|
+148%
|
3.18%
|
28.6%
|
25
|
24%
|
|
|
2034
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$552M
|
+$17.3M
|
+3%
|
6.23%
|
60%
|
48
|
14.58%
|
|
|
2035
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$551M
|
-$150M
|
-21%
|
5.79%
|
65.7%
|
649
|
7.55%
|
|
|
2036
|
Magnolia Group
Omaha,
Nebraska
|
$550M
|
+$72.6M
|
+15%
|
18.1%
|
9.52%
|
10
|
30%
|
|
|
2037
|
John G. Ullman & Associates
Corning,
New York
|
$550M
|
+$21.3M
|
+4%
|
6.29%
|
156%
|
133
|
17.29%
|
|
|
2038
|
New Leaf Venture Partners
New York
|
$550M
|
+$135M
|
+33%
|
5.87%
|
17.1%
|
21
|
33.33%
|
|
|
2039
|
Winslow Asset Management
Beachwood,
Ohio
|
$549M
|
+$10.2M
|
+2%
|
5.11%
|
89.9%
|
94
|
2.13%
|
|
|
2040
|
Tiger Eye Capital
Nashville,
Tennessee
|
$549M
|
+$53.4M
|
+11%
|
15.3%
|
116%
|
49
|
18.37%
|
|
|
2041
|
Dorsey Wright & Associates
Pasadena,
California
|
$549M
|
-$132M
|
-19%
|
9.02%
|
311%
|
324
|
75%
|
|
|
2042
|
Resources Management Corp
West Hartford,
Connecticut
|
$548M
|
–
|
–
|
6.85%
|
78.5%
|
463
|
–
|
|
|
2043
|
Condor Capital Management
Martinsville,
New Jersey
|
$548M
|
+$28.4M
|
+5%
|
6.41%
|
58.2%
|
169
|
3.55%
|
|
|
2044
|
WealthPLAN Partners
Omaha,
Nebraska
|
$548M
|
+$60M
|
+12%
|
6.97%
|
61.3%
|
297
|
27.27%
|
|
|
2045
|
Resource Management
Metairie,
Louisiana
|
$547M
|
+$33.7M
|
+7%
|
5.46%
|
82.7%
|
142
|
9.86%
|
|
|
2046
|
Sageview Capital
Greenwich,
Connecticut
|
$547M
|
-$285M
|
-34%
|
33.9%
|
335%
|
2
|
0%
|
|
|
2047
|
Solus Alternative Asset Management
Summit,
New Jersey
|
$547M
|
+$132M
|
+32%
|
8.19%
|
79.3%
|
14
|
35.71%
|
|
|
2048
|
Frazier Management
Seattle,
Washington
|
$546M
|
+$63.4M
|
+13%
|
15.4%
|
408%
|
17
|
29.41%
|
|
|
2049
|
Stewart & Patten Company
Lafayette,
California
|
$546M
|
+$22M
|
+4%
|
6.82%
|
27.5%
|
97
|
7.22%
|
|
|
2050
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$545M
|
+$34.5M
|
+7%
|
4%
|
60.4%
|
1,357
|
10.32%
|
|