|
2026
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$611M
|
+$49M
|
+9%
|
6.32%
|
–
|
255
|
11.76%
|
|
|
2027
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$610M
|
+$41.3M
|
+7%
|
4.51%
|
41.8%
|
79
|
5.06%
|
|
|
2028
|
Horan Capital Management
Hunt Valley,
Maryland
|
$609M
|
+$49.7M
|
+9%
|
10.3%
|
69.2%
|
56
|
12.5%
|
|
|
2029
|
BTG Pactual Global Asset Management
Hamilton,
Bermuda
|
$609M
|
+$385M
|
+171%
|
14.8%
|
88.9%
|
119
|
79.83%
|
|
|
2030
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$609M
|
+$94.6M
|
+18%
|
9.63%
|
102%
|
237
|
14.77%
|
|
|
2031
|
Ally Financial
Detroit,
Michigan
|
$609M
|
+$46.4M
|
+8%
|
6.18%
|
9.35%
|
131
|
35.88%
|
|
|
2032
|
Cevian Capital II
St. Helier,
Jersey
|
$608M
|
+$36.7M
|
+6%
|
6.43%
|
105%
|
2
|
0%
|
|
|
2033
|
Bardin Hill Management Partners
New York
|
$608M
|
+$31.5M
|
+5%
|
29%
|
214%
|
50
|
68%
|
|
|
2034
|
CAS Investment Partners
Westport,
Connecticut
|
$608M
|
+$155M
|
+34%
|
36.6%
|
527%
|
6
|
0%
|
|
|
2035
|
Krilogy Financial
St. Louis,
Missouri
|
$608M
|
+$54.5M
|
+10%
|
5.84%
|
71.9%
|
210
|
14.76%
|
|
|
2036
|
Adell Harriman & Carpenter
Houston,
Texas
|
$608M
|
+$55.8M
|
+10%
|
10.1%
|
176%
|
142
|
4.93%
|
|
|
2037
|
Foresite Capital Management II
Larkspur,
California
|
$607M
|
+$134M
|
+28%
|
50.8%
|
66.2%
|
7
|
28.57%
|
|
|
2038
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$607M
|
+$63M
|
+12%
|
9.41%
|
54.9%
|
140
|
10.71%
|
|
|
2039
|
Citizens Business Bank
Ontario,
California
|
$607M
|
+$259K
|
+0%
|
8.44%
|
108%
|
258
|
11.24%
|
|
|
2040
|
Tygh Capital Management
Portland,
Oregon
|
$606M
|
+$42.3M
|
+8%
|
10.5%
|
251%
|
90
|
31.11%
|
|
|
2041
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$605M
|
+$38.8M
|
+7%
|
5.37%
|
26.1%
|
193
|
13.99%
|
|
|
2042
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$605M
|
+$67.9M
|
+13%
|
8.2%
|
25.7%
|
233
|
12.02%
|
|
|
2043
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$604M
|
+$52.1M
|
+9%
|
4.57%
|
76.5%
|
344
|
22.09%
|
|
|
2044
|
Howe & Rusling
Rochester,
New York
|
$604M
|
+$33.6M
|
+6%
|
10.1%
|
82%
|
910
|
15.49%
|
|
|
2045
|
Aigen Investment Management
New York
|
$604M
|
–
|
–
|
5%
|
55.5%
|
1,169
|
–
|
|
|
2046
|
Brouwer & Janachowski
Mill Valley,
California
|
$603M
|
+$30.1M
|
+5%
|
5.05%
|
41.8%
|
53
|
15.09%
|
|
|
2047
|
Jackson Wealth Management
Lake Mary,
Florida
|
$603M
|
+$125M
|
+26%
|
9.75%
|
72.1%
|
156
|
25.64%
|
|
|
2048
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$603M
|
+$37.1M
|
+7%
|
8.73%
|
80%
|
163
|
4.91%
|
|
|
2049
|
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
|
$601M
|
+$17.6M
|
+3%
|
10.3%
|
146%
|
37
|
8.11%
|
|
|
2050
|
Presima Securities
Montreal,
Quebec, Canada
|
$601M
|
-$8.85M
|
-1%
|
0.81%
|
10.3%
|
40
|
12.5%
|
|