|
2026
|
AJ Wealth Strategies
New York
|
$541M
|
+$55.6M
|
+11%
|
4.23%
|
32.2%
|
112
|
19.64%
|
|
|
2027
|
Bangor Savings Bank
Bangor,
Maine
|
$539M
|
+$21.6M
|
+4%
|
3.61%
|
49.6%
|
169
|
4.14%
|
|
|
2028
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$539M
|
+$39.6M
|
+8%
|
5.87%
|
68.3%
|
2,211
|
8.05%
|
|
|
2029
|
Callahan Advisors
Houston,
Texas
|
$539M
|
+$31.6M
|
+6%
|
6.53%
|
75.6%
|
145
|
15.17%
|
|
|
2030
|
Flippin Bruce & Porter
Lynchburg,
Virginia
|
$538M
|
+$56.8M
|
+12%
|
6.65%
|
44.4%
|
77
|
6.49%
|
|
|
2031
|
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
|
$538M
|
-$63.8M
|
-11%
|
5.32%
|
67.3%
|
8
|
0%
|
|
|
2032
|
University of Notre Dame du Lac
South Bend,
Indiana
|
$538M
|
+$21.3M
|
+4%
|
5.92%
|
–
|
83
|
37.35%
|
|
|
2033
|
Kings Point Capital Management
Great Neck,
New York
|
$537M
|
+$29.1M
|
+6%
|
7.34%
|
80.1%
|
376
|
10.9%
|
|
|
2034
|
Prospera Financial Services
Dallas,
Texas
|
$536M
|
-$202M
|
-27%
|
5.35%
|
97.4%
|
467
|
16.27%
|
|
|
2035
|
S&T Bank
Indiana,
Pennsylvania
|
$536M
|
+$6.99M
|
+1%
|
3.81%
|
94.2%
|
86
|
3.49%
|
|
|
2036
|
Kopernik Global Investors
Tampa,
Florida
|
$535M
|
-$143M
|
-21%
|
11.6%
|
152%
|
33
|
6.06%
|
|
|
2037
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$535M
|
+$13.9M
|
+3%
|
6.85%
|
48.1%
|
49
|
6.12%
|
|
|
2038
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$535M
|
+$30.1M
|
+6%
|
8.3%
|
68.3%
|
155
|
7.74%
|
|
|
2039
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$535M
|
+$66.8M
|
+14%
|
2.87%
|
48.3%
|
23
|
34.78%
|
|
|
2040
|
Adell Harriman & Carpenter
Houston,
Texas
|
$535M
|
+$29.9M
|
+6%
|
7.48%
|
128%
|
156
|
8.97%
|
|
|
2041
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$534M
|
+$26.9M
|
+5%
|
4.57%
|
56.2%
|
99
|
7.07%
|
|
|
2042
|
|
$534M
|
+$50.5M
|
+10%
|
3.55%
|
–
|
682
|
66.28%
|
|
|
2043
|
Exane Derivatives
Paris,
France
|
$533M
|
-$65.8M
|
-11%
|
3.11%
|
42.7%
|
738
|
13.14%
|
|
|
2044
|
De Burlo Group
Boston,
Massachusetts
|
$533M
|
+$60.8M
|
+13%
|
18.4%
|
98.1%
|
127
|
29.92%
|
|
|
2045
|
JOYN Advisors
Atlanta,
Georgia
|
$533M
|
+$65.3M
|
+14%
|
4.29%
|
0.77%
|
1,996
|
12.83%
|
|
|
2046
|
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
|
$532M
|
+$93.5M
|
+21%
|
4.61%
|
24.6%
|
1,485
|
48.62%
|
|
|
2047
|
IFG Advisory
Atlanta,
Georgia
|
$532M
|
+$45.7M
|
+9%
|
5.92%
|
56.9%
|
397
|
19.14%
|
|
|
2048
|
Auxier Asset Management
Aurora,
Oregon
|
$530M
|
+$30.7M
|
+6%
|
7.44%
|
58.4%
|
156
|
4.49%
|
|
|
2049
|
|
$530M
|
-$44.2M
|
-8%
|
7.7%
|
86.8%
|
1
|
0%
|
|
|
2050
|
Crescent Park Management
East Palo Alto,
California
|
$530M
|
+$21M
|
+4%
|
9.57%
|
89.3%
|
19
|
10.53%
|
|