|
2026
|
Narwhal Capital Management
Marietta,
Georgia
|
$577M
|
+$113M
|
+24%
|
22.8%
|
93.8%
|
146
|
18.49%
|
|
|
2027
|
Arete Wealth Advisors
Chicago,
Illinois
|
$577M
|
+$69.1M
|
+14%
|
18.7%
|
85.3%
|
412
|
27.67%
|
|
|
2028
|
Newfoundland Capital Management
Sao Paulo,
Brazil
|
$576M
|
+$113M
|
+24%
|
23.6%
|
49.5%
|
82
|
56.1%
|
|
|
2029
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$575M
|
+$67M
|
+13%
|
22.3%
|
66.7%
|
167
|
13.77%
|
|
|
2030
|
Prospector Partners
Guilford,
Connecticut
|
$575M
|
+$45.6M
|
+9%
|
15.3%
|
53.6%
|
120
|
20%
|
|
|
2031
|
Kays Financial Advisory
Atlanta,
Georgia
|
$575M
|
+$87.5M
|
+18%
|
16.6%
|
23.3%
|
96
|
10.42%
|
|
|
2032
|
London & Capital Asset Management
London,
United Kingdom
|
$575M
|
+$149M
|
+35%
|
15.2%
|
88.8%
|
110
|
30.91%
|
|
|
2033
|
Investure LLC
Charlottesville,
Virginia
|
$575M
|
+$81.1M
|
+16%
|
19.5%
|
55.4%
|
16
|
62.5%
|
|
|
2034
|
Campbell Wealth Management
Alexandria,
Virginia
|
$574M
|
+$116M
|
+25%
|
15.5%
|
11.2%
|
379
|
86.81%
|
|
|
2035
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$573M
|
-$419M
|
-42%
|
27.9%
|
105%
|
99
|
18.18%
|
|
|
2036
|
Clark Estates Inc
New York
|
$572M
|
+$80.2M
|
+16%
|
20%
|
34.5%
|
114
|
30.7%
|
|
|
2037
|
Circle Wealth Management
Summit,
New Jersey
|
$571M
|
+$58.4M
|
+11%
|
20.3%
|
71.8%
|
237
|
35.02%
|
|
|
2038
|
CWA Asset Management Group
Naples,
Florida
|
$571M
|
+$46.1M
|
+9%
|
22.2%
|
–
|
263
|
31.18%
|
|
|
2039
|
AWM Investment Company
New York
|
$571M
|
+$193M
|
+51%
|
70.7%
|
778%
|
101
|
28.71%
|
|
|
2040
|
Bronte Capital Management
Bondi Junction,
Australia
|
$570M
|
-$40.7M
|
-7%
|
23.9%
|
123%
|
13
|
15.38%
|
|
|
2041
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$570M
|
+$192M
|
+51%
|
13.4%
|
48.1%
|
64
|
10.94%
|
|
|
2042
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$570M
|
+$134M
|
+31%
|
27.7%
|
22.7%
|
37
|
10.81%
|
|
|
2043
|
Wesleyan Assurance Society
Birmingham,
United Kingdom
|
$569M
|
+$99.8M
|
+21%
|
19.4%
|
102%
|
94
|
9.57%
|
|
|
2044
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$569M
|
+$74.3M
|
+15%
|
17.3%
|
38.3%
|
807
|
17.6%
|
|
|
2045
|
Tree Line Advisors
Central,
Hong Kong
|
$569M
|
+$226M
|
+66%
|
93.8%
|
670%
|
6
|
16.67%
|
|
|
2046
|
Alpine Global Management
New York
|
$568M
|
+$87.1M
|
+18%
|
30.7%
|
149%
|
477
|
83.65%
|
|
|
2047
|
Citizens Business Bank
Ontario,
California
|
$567M
|
+$81.6M
|
+17%
|
19.4%
|
108%
|
251
|
13.15%
|
|
|
2048
|
Skylands Capital
Milwaukee,
Wisconsin
|
$566M
|
+$115M
|
+26%
|
32.2%
|
64.3%
|
140
|
21.43%
|
|
|
2049
|
Weatherly Asset Management
Del Mar,
California
|
$566M
|
+$108M
|
+24%
|
24.6%
|
108%
|
176
|
6.82%
|
|
|
2050
|
|
$565M
|
+$183M
|
+48%
|
40.5%
|
202%
|
79
|
34.18%
|
|