|
2026
|
Stewart & Patten Company
Lafayette,
California
|
$594M
|
+$21.3M
|
+4%
|
7.16%
|
27.5%
|
105
|
9.52%
|
|
|
2027
|
Astor Investment Management
Chicago,
Illinois
|
$592M
|
-$32M
|
-5%
|
4.63%
|
23.3%
|
62
|
37.1%
|
|
|
2028
|
CreativeOne Wealth
Overland Park,
Kansas
|
$592M
|
+$74.1M
|
+14%
|
4.46%
|
51.6%
|
231
|
26.84%
|
|
|
2029
|
Segment Wealth Management
Houston,
Texas
|
$592M
|
+$81.1M
|
+16%
|
7.94%
|
102%
|
236
|
17.37%
|
|
|
2030
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$592M
|
+$25M
|
+4%
|
7.58%
|
–
|
292
|
11.99%
|
|
|
2031
|
Archon Capital Management
Seattle,
Washington
|
$590M
|
+$166M
|
+39%
|
15.2%
|
131%
|
30
|
20%
|
|
|
2032
|
Charles-Lim Capital
Central,
Hong Kong
|
$590M
|
+$89.3M
|
+18%
|
22.2%
|
21.5%
|
4
|
25%
|
|
|
2033
|
James Hambro & Partners
London,
United Kingdom
|
$590M
|
+$89.9M
|
+18%
|
11.3%
|
79.2%
|
53
|
5.66%
|
|
|
2034
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$589M
|
+$42.3M
|
+8%
|
11%
|
127%
|
547
|
5.12%
|
|
|
2035
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$589M
|
+$43.8M
|
+8%
|
5.29%
|
48.1%
|
138
|
9.42%
|
|
|
2036
|
CDAM (UK)
London,
United Kingdom
|
$589M
|
+$27.4M
|
+5%
|
7.77%
|
2.11%
|
15
|
0%
|
|
|
2037
|
Summit Financial
Parsippany,
New Jersey
|
$589M
|
-$1.41M
|
-0.2%
|
7.55%
|
68.3%
|
47
|
48.94%
|
|
|
2038
|
Accredited Investors
Edina,
Minnesota
|
$589M
|
+$69.4M
|
+13%
|
8.99%
|
74%
|
152
|
15.13%
|
|
|
2039
|
Trek Financial
Scottsdale,
Arizona
|
$588M
|
-$119M
|
-17%
|
6%
|
109%
|
127
|
29.13%
|
|
|
2040
|
McGowan Group Asset Management
Dallas,
Texas
|
$588M
|
-$33.9M
|
-5%
|
0.15%
|
51.9%
|
96
|
9.38%
|
|
|
2041
|
RFG Advisory
Birmingham,
Alabama
|
$588M
|
+$84.9M
|
+17%
|
5.46%
|
52.3%
|
391
|
20.2%
|
|
|
2042
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$588M
|
-$9.51M
|
-2%
|
9.85%
|
45.7%
|
404
|
40.59%
|
|
|
2043
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$587M
|
+$39.9M
|
+7%
|
10.3%
|
55%
|
80
|
8.75%
|
|
|
2044
|
Archon Partners
Princeton Junction,
New Jersey
|
$587M
|
+$71.4M
|
+14%
|
10.5%
|
88.8%
|
60
|
6.67%
|
|
|
2045
|
Biglari Capital Corp
San Antonio,
Texas
|
$587M
|
+$16.9M
|
+3%
|
3.66%
|
47.7%
|
13
|
30.77%
|
|
|
2046
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$586M
|
+$120M
|
+26%
|
6.22%
|
38.3%
|
192
|
29.17%
|
|
|
2047
|
Pure Financial Advisors
San Diego,
California
|
$585M
|
+$32.1M
|
+6%
|
4.74%
|
37.2%
|
139
|
8.63%
|
|
|
2048
|
Ranger Global Real Estate Advisors
Denver,
Colorado
|
$585M
|
+$134M
|
+30%
|
1.64%
|
18%
|
30
|
26.67%
|
|
|
2049
|
Bayesian Capital Management
Brooklyn,
New York
|
$585M
|
+$56.2M
|
+11%
|
11.1%
|
113%
|
830
|
70%
|
|
|
2050
|
J.V. Bruni & Co
Colorado Springs,
Colorado
|
$584M
|
+$30.4M
|
+5%
|
9.34%
|
70.5%
|
25
|
8%
|
|