|
2026
|
Efficient Advisors
Mason,
Ohio
|
$547M
|
-$25.5M
|
-4%
|
0.25%
|
30.6%
|
50
|
0%
|
|
|
2027
|
United Bank (Virginia)
Vienna,
Virginia
|
$547M
|
-$51.3M
|
-9%
|
1.65%
|
64.2%
|
146
|
7.53%
|
|
|
2028
|
Glynn Capital Management
Menlo Park,
California
|
$547M
|
-$38.5M
|
-7%
|
9.46%
|
126%
|
44
|
4.55%
|
|
|
2029
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$547M
|
-$10.6M
|
-2%
|
2.3%
|
127%
|
568
|
10.39%
|
|
|
2030
|
Planning Alternatives
Birmingham,
Michigan
|
$547M
|
-$811K
|
-0.1%
|
0.58%
|
50.4%
|
52
|
5.77%
|
|
|
2031
|
Weld Capital Management
New York
|
$546M
|
+$1.55M
|
+0.3%
|
2.43%
|
–
|
1,121
|
71.28%
|
|
|
2032
|
Bowie Capital Management
Richardson,
Texas
|
$546M
|
+$51.2M
|
+10%
|
3.6%
|
35.8%
|
41
|
31.71%
|
|
|
2033
|
Kays Financial Advisory
Atlanta,
Georgia
|
$545M
|
-$655K
|
-0.1%
|
1.3%
|
23.3%
|
124
|
9.68%
|
|
|
2034
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$545M
|
+$24.7M
|
+5%
|
1.53%
|
48.1%
|
132
|
6.82%
|
|
|
2035
|
Clarius Group LLC
Seattle,
Washington
|
$545M
|
+$47.8M
|
+10%
|
0.24%
|
92.1%
|
288
|
12.15%
|
|
|
2036
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$544M
|
+$16.6M
|
+3%
|
2.84%
|
54.9%
|
137
|
13.14%
|
|
|
2037
|
Singapore Technologies Telemedia
Singapore
|
$544M
|
+$34M
|
+7%
|
6.68%
|
116%
|
1
|
0%
|
|
|
2038
|
Alpine Woods Capital Investors
Purchase,
New York
|
$542M
|
+$59.6M
|
+12%
|
3.17%
|
91.1%
|
286
|
10.84%
|
|
|
2039
|
Broadfin Capital
New York
|
$541M
|
+$81.3M
|
+18%
|
9.55%
|
298%
|
53
|
43.4%
|
|
|
2040
|
361 Capital
Denver,
Colorado
|
$541M
|
-$22.6M
|
-4%
|
3.51%
|
118%
|
411
|
51.09%
|
|
|
2041
|
Resources Management Corp
West Hartford,
Connecticut
|
$541M
|
–
|
–
|
2.91%
|
65.2%
|
520
|
–
|
|
|
2042
|
THB Asset Management
Norwalk,
Connecticut
|
$540M
|
-$87.2M
|
-14%
|
1.01%
|
104%
|
179
|
18.44%
|
|
|
2043
|
Cassaday & Co
Mclean,
Virginia
|
$540M
|
+$16.4M
|
+3%
|
1.26%
|
62.5%
|
37
|
5.41%
|
|
|
2044
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$539M
|
+$33.8M
|
+7%
|
1.27%
|
65.5%
|
128
|
6.25%
|
|
|
2045
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$539M
|
+$9.82M
|
+2%
|
1.48%
|
26.3%
|
137
|
12.41%
|
|
|
2046
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$537M
|
-$55.5M
|
-9%
|
1.54%
|
45.2%
|
21
|
9.52%
|
|
|
2047
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$537M
|
-$29.7M
|
-5%
|
2.15%
|
25.7%
|
239
|
14.23%
|
|
|
2048
|
Legato Capital Management
San Francisco,
California
|
$537M
|
-$7.82M
|
-1%
|
0.06%
|
177%
|
212
|
22.17%
|
|
|
2049
|
Fort LP
Chevy Chase,
Maryland
|
$536M
|
+$15.2M
|
+3%
|
2.04%
|
56.8%
|
517
|
35.78%
|
|
|
2050
|
DSAM Partners
London,
United Kingdom
|
$536M
|
-$269M
|
-33%
|
2.3%
|
343%
|
122
|
77.87%
|
|