|
2026
|
Resources Management Corp
West Hartford,
Connecticut
|
$448M
|
-$129M
|
-22%
|
19%
|
65.2%
|
525
|
12.57%
|
|
|
2027
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$448M
|
-$163M
|
-27%
|
13%
|
95.1%
|
112
|
23.21%
|
|
|
2028
|
IFG Advisory
Atlanta,
Georgia
|
$448M
|
-$99.8M
|
-18%
|
17.4%
|
56.9%
|
426
|
20.66%
|
|
|
2029
|
Fort LP
Chevy Chase,
Maryland
|
$446M
|
-$120M
|
-21%
|
17.1%
|
56.8%
|
475
|
29.89%
|
|
|
2030
|
Tygh Capital Management
Portland,
Oregon
|
$446M
|
-$159M
|
-26%
|
18.8%
|
251%
|
90
|
35.56%
|
|
|
2031
|
Pensionfund DSM Netherlands
Sittard,
Netherlands
|
$445M
|
-$167M
|
-27%
|
21.3%
|
36.6%
|
204
|
4.9%
|
|
|
2032
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$444M
|
-$84.7M
|
-16%
|
20.1%
|
28.3%
|
1,010
|
18.32%
|
|
|
2033
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$444M
|
-$132M
|
-23%
|
19.8%
|
69.4%
|
343
|
22.16%
|
|
|
2034
|
Donoghue Forlines
Boston,
Massachusetts
|
$444M
|
-$201M
|
-31%
|
3.7%
|
121%
|
157
|
66.24%
|
|
|
2035
|
Vivaldi Capital Management
Chicago,
Illinois
|
$443M
|
+$29.7M
|
+7%
|
12.7%
|
69.2%
|
255
|
34.9%
|
|
|
2036
|
Overlook Holdings
Tortola,
British Virgin Islands
|
$443M
|
+$12.3M
|
+3%
|
0.13%
|
–
|
3
|
33.33%
|
|
|
2037
|
Taikang Asset Management (HK)
Hong Kong
|
$443M
|
+$43.6M
|
+11%
|
7.52%
|
120%
|
84
|
16.67%
|
|
|
2038
|
Kora Management
Brooklyn,
New York
|
$442M
|
-$26M
|
-6%
|
0.64%
|
197%
|
9
|
33.33%
|
|
|
2039
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$442M
|
-$230M
|
-34%
|
17.1%
|
139%
|
134
|
21.64%
|
|
|
2040
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$440M
|
-$154M
|
-26%
|
15.3%
|
65.5%
|
146
|
29.45%
|
|
|
2041
|
|
$440M
|
-$176M
|
-29%
|
21.2%
|
28.6%
|
54
|
14.81%
|
|
|
2042
|
SKBA Capital Management
San Francisco,
California
|
$440M
|
-$193M
|
-31%
|
27.9%
|
52.3%
|
80
|
23.75%
|
|
|
2043
|
Matrix Asset Advisors
White Plains,
New York
|
$439M
|
-$173M
|
-28%
|
20.5%
|
76.9%
|
79
|
15.19%
|
|
|
2044
|
Aviva Holdings
New Providence,
Bahamas
|
$439M
|
-$174M
|
-28%
|
29.9%
|
36.5%
|
5
|
0%
|
|
|
2045
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$437M
|
-$152M
|
-26%
|
17%
|
127%
|
541
|
11.28%
|
|
|
2046
|
Ion Asset Management
Herzliya,
Israel
|
$437M
|
-$100M
|
-19%
|
17.1%
|
125%
|
29
|
51.72%
|
|
|
2047
|
KG Funds Management
New York
|
$436M
|
-$270M
|
-38%
|
21.8%
|
45.8%
|
11
|
36.36%
|
|
|
2048
|
Western Wealth Management
Golden,
Colorado
|
$436M
|
-$224M
|
-34%
|
15.2%
|
70.1%
|
433
|
21.94%
|
|
|
2049
|
Equitec Specialists
Chicago,
Illinois
|
$436M
|
+$73.5M
|
+20%
|
5.92%
|
65.4%
|
183
|
56.28%
|
|
|
2050
|
Hengistbury Investment Partners
London,
United Kingdom
|
$436M
|
-$490M
|
-53%
|
11.9%
|
91%
|
6
|
66.67%
|
|