|
2026
|
Silvant Capital Management
Atlanta,
Georgia
|
$558M
|
+$1.57M
|
+0.3%
|
6.82%
|
148%
|
343
|
6.12%
|
|
|
2027
|
Pure Financial Advisors
San Diego,
California
|
$558M
|
+$27.4M
|
+5%
|
2.22%
|
37.2%
|
141
|
8.51%
|
|
|
2028
|
Avior Wealth Management
Omaha,
Nebraska
|
$558M
|
+$86M
|
+18%
|
3.57%
|
66%
|
881
|
27.81%
|
|
|
2029
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$557M
|
+$7.72M
|
+1%
|
4.14%
|
127%
|
575
|
11.83%
|
|
|
2030
|
Callahan Advisors
Houston,
Texas
|
$557M
|
+$20M
|
+4%
|
3.93%
|
75.6%
|
139
|
5.76%
|
|
|
2031
|
Prana Capital Management
Greenwich,
Connecticut
|
$557M
|
-$92.4M
|
-14%
|
7.77%
|
32.3%
|
70
|
55.71%
|
|
|
2032
|
Stewart & Patten Company
Lafayette,
California
|
$557M
|
+$8.69M
|
+2%
|
2.37%
|
27.5%
|
98
|
7.14%
|
|
|
2033
|
Fiduciary Group
Savannah,
Georgia
|
$557M
|
+$19.6M
|
+4%
|
4.02%
|
57.4%
|
192
|
6.25%
|
|
|
2034
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$557M
|
-$267M
|
-32%
|
3.09%
|
69.8%
|
536
|
38.99%
|
|
|
2035
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$556M
|
+$19.5M
|
+4%
|
3.49%
|
–
|
247
|
10.93%
|
|
|
2036
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$555M
|
+$41.1M
|
+8%
|
3.17%
|
46.9%
|
12
|
8.33%
|
|
|
2037
|
Axiom Investment Management
New York
|
$554M
|
+$27.1M
|
+5%
|
4.15%
|
–
|
482
|
15.77%
|
|
|
2038
|
Cadinha & Co
Honolulu,
Hawaii
|
$553M
|
+$42.4M
|
+8%
|
5%
|
122%
|
118
|
13.56%
|
|
|
2039
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$553M
|
+$25.6M
|
+5%
|
5.03%
|
68.3%
|
164
|
12.2%
|
|
|
2040
|
Northcape Capital
Sydney,
Australia
|
$551M
|
+$60.9M
|
+12%
|
7.97%
|
–
|
18
|
11.11%
|
|
|
2041
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$551M
|
+$17.3M
|
+3%
|
1.75%
|
35%
|
191
|
5.24%
|
|
|
2042
|
Oberweis Asset Management
Lisle,
Illinois
|
$550M
|
+$52.4M
|
+11%
|
8.75%
|
312%
|
230
|
27.39%
|
|
|
2043
|
JBF Capital
Aspen,
Colorado
|
$550M
|
-$10.4M
|
-2%
|
3.91%
|
92.9%
|
94
|
31.91%
|
|
|
2044
|
Crescent Park Management
East Palo Alto,
California
|
$550M
|
-$20.1M
|
-4%
|
6.3%
|
89.3%
|
28
|
25%
|
|
|
2045
|
Skyline Asset Management
Chicago,
Illinois
|
$549M
|
-$38.8M
|
-7%
|
6.01%
|
26.1%
|
61
|
9.84%
|
|
|
2046
|
Kingstown Capital Management
New York
|
$549M
|
+$61.9M
|
+13%
|
2.79%
|
38.6%
|
15
|
0%
|
|
|
2047
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$548M
|
+$205M
|
+60%
|
2.17%
|
57.1%
|
418
|
40.91%
|
|
|
2048
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$548M
|
+$49.8M
|
+10%
|
4.38%
|
186%
|
80
|
10%
|
|
|
2049
|
Modera Wealth Management
Westwood,
New Jersey
|
$548M
|
+$13.8M
|
+3%
|
1.79%
|
57.5%
|
156
|
14.74%
|
|
|
2050
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$548M
|
+$23.4M
|
+4%
|
3.02%
|
56.3%
|
380
|
19.74%
|
|