|
2026
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$632M
|
+$59M
|
+10%
|
13%
|
105%
|
89
|
6.74%
|
|
|
2027
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$631M
|
+$81.2M
|
+15%
|
8.01%
|
93.8%
|
83
|
19.28%
|
|
|
2028
|
Wellington Shields Capital Management
New York
|
$631M
|
+$7.52M
|
+1%
|
11.7%
|
137%
|
252
|
17.46%
|
|
|
2029
|
Emerson Point Capital
Larchmont,
New York
|
$630M
|
+$104M
|
+20%
|
15%
|
94.8%
|
37
|
13.51%
|
|
|
2030
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$630M
|
+$59.8M
|
+10%
|
12.7%
|
22.7%
|
36
|
11.11%
|
|
|
2031
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$628M
|
+$44.9M
|
+8%
|
7.01%
|
70.2%
|
121
|
13.22%
|
|
|
2032
|
Sather Financial Group
Victoria,
Texas
|
$628M
|
+$44.9M
|
+8%
|
11.3%
|
70%
|
47
|
23.4%
|
|
|
2033
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$627M
|
+$113M
|
+22%
|
5.85%
|
65.7%
|
523
|
12.05%
|
|
|
2034
|
Bowie Capital Management
Richardson,
Texas
|
$627M
|
+$26M
|
+4%
|
10.9%
|
31.6%
|
47
|
29.79%
|
|
|
2035
|
M Holdings Securities
Portland,
Oregon
|
$627M
|
+$68M
|
+12%
|
7.52%
|
83.9%
|
178
|
19.66%
|
|
|
2036
|
Sunriver Management
Greenwich,
Connecticut
|
$626M
|
-$7.93M
|
-1%
|
12.1%
|
9.27%
|
24
|
33.33%
|
|
|
2037
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$625M
|
+$64.4M
|
+11%
|
10.2%
|
95.1%
|
105
|
8.57%
|
|
|
2038
|
Bracebridge Capital LLC
Boston,
Massachusetts
|
$624M
|
+$283M
|
+83%
|
2.51%
|
156%
|
13
|
15.38%
|
|
|
2039
|
SeaCrest Wealth Management
Purchase,
New York
|
$624M
|
+$45.4M
|
+8%
|
9.83%
|
142%
|
627
|
19.46%
|
|
|
2040
|
Kays Financial Advisory
Atlanta,
Georgia
|
$624M
|
+$48.9M
|
+9%
|
6.1%
|
23.3%
|
101
|
7.92%
|
|
|
2041
|
Fairpointe Capital
Chicago,
Illinois
|
$624M
|
-$62.7M
|
-9%
|
6.56%
|
48.1%
|
80
|
11.25%
|
|
|
2042
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$623M
|
+$36.8M
|
+6%
|
6.91%
|
76.5%
|
426
|
25.82%
|
|
|
2043
|
Lingotto Investment Management
London,
United Kingdom
|
$622M
|
+$12.4M
|
+2%
|
8.81%
|
388%
|
9
|
11.11%
|
|
|
2044
|
Waterfront Capital Partners
New York
|
$622M
|
+$14.8M
|
+2%
|
6.3%
|
88.3%
|
62
|
56.45%
|
|
|
2045
|
Ally Financial
Detroit,
Michigan
|
$621M
|
+$13.7M
|
+2%
|
3.24%
|
9.35%
|
121
|
14.05%
|
|
|
2046
|
|
$621M
|
+$186M
|
+43%
|
43.2%
|
64.6%
|
230
|
39.13%
|
|
|
2047
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$621M
|
+$127M
|
+26%
|
3.71%
|
48.3%
|
140
|
10%
|
|
|
2048
|
Dynamic Technology Lab
Singapore
|
$621M
|
-$43.6M
|
-7%
|
5.71%
|
30.8%
|
1,508
|
75.6%
|
|
|
2049
|
Richard C. Young & Co
Newport,
Rhode Island
|
$620M
|
+$20.1M
|
+3%
|
7.1%
|
137%
|
88
|
25%
|
|
|
2050
|
American Assets Capital Advisers
San Diego,
California
|
$620M
|
+$100M
|
+19%
|
10.2%
|
73.5%
|
36
|
8.33%
|
|