|
2026
|
Portfolio Solutions
Royal Oak,
Michigan
|
$763M
|
+$43.3M
|
+6%
|
16.3%
|
11.6%
|
55
|
40%
|
|
|
2027
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$762M
|
+$135M
|
+22%
|
12.4%
|
65.7%
|
517
|
2.13%
|
|
|
2028
|
Thomasville National Bank
Thomasville,
Georgia
|
$762M
|
+$96.9M
|
+15%
|
15%
|
–
|
206
|
9.22%
|
|
|
2029
|
Transcend Capital Advisors
Madison,
New Jersey
|
$761M
|
+$212M
|
+38%
|
11.2%
|
71.6%
|
405
|
40.74%
|
|
|
2030
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$760M
|
+$45.3M
|
+6%
|
12.2%
|
54.9%
|
148
|
8.11%
|
|
|
2031
|
Adell Harriman & Carpenter
Houston,
Texas
|
$759M
|
+$89.3M
|
+13%
|
12.4%
|
176%
|
155
|
10.32%
|
|
|
2032
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$759M
|
+$37.8M
|
+5%
|
6.58%
|
49.3%
|
60
|
5%
|
|
|
2033
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$759M
|
+$91M
|
+14%
|
13.3%
|
67.3%
|
149
|
6.04%
|
|
|
2034
|
Principle Wealth Partners
Madison,
Connecticut
|
$759M
|
+$400M
|
+111%
|
11.3%
|
79.9%
|
275
|
45.82%
|
|
|
2035
|
Leuthold Group
Minneapolis,
Minnesota
|
$759M
|
+$29.1M
|
+4%
|
14%
|
126%
|
198
|
29.8%
|
|
|
2036
|
Bangor Savings Bank
Bangor,
Maine
|
$759M
|
+$105M
|
+16%
|
11.4%
|
49.6%
|
181
|
6.63%
|
|
|
2037
|
Soleus Capital Management
Greenwich,
Connecticut
|
$758M
|
+$569M
|
+302%
|
23%
|
508%
|
85
|
49.41%
|
|
|
2038
|
Fiduciary Group
Savannah,
Georgia
|
$758M
|
+$95.9M
|
+14%
|
11.7%
|
67.1%
|
223
|
8.52%
|
|
|
2039
|
Bath Savings Trust
Bath,
Maine
|
$758M
|
+$148M
|
+24%
|
11.2%
|
47.3%
|
153
|
19.61%
|
|
|
2040
|
Monashee Investment Management
Boston,
Massachusetts
|
$757M
|
+$293M
|
+63%
|
24.7%
|
520%
|
384
|
82.03%
|
|
|
2041
|
Parcion Private Wealth
Bellevue,
Washington
|
$756M
|
+$102M
|
+16%
|
13.4%
|
103%
|
194
|
13.4%
|
|
|
2042
|
Strategy Capital
Los Altos,
California
|
$756M
|
+$54M
|
+8%
|
15.5%
|
316%
|
8
|
12.5%
|
|
|
2043
|
Towle & Co
Denver,
Colorado
|
$756M
|
+$160M
|
+27%
|
43.3%
|
172%
|
34
|
11.76%
|
|
|
2044
|
Griffin Asset Management
New York
|
$754M
|
+$104M
|
+16%
|
19.4%
|
80.7%
|
236
|
18.64%
|
|
|
2045
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$754M
|
+$117M
|
+18%
|
9.35%
|
44.7%
|
162
|
18.52%
|
|
|
2046
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$753M
|
+$98.9M
|
+15%
|
16.9%
|
46.9%
|
13
|
0%
|
|
|
2047
|
Lannebo Fonder
Stockholm,
Sweden
|
$753M
|
+$50.6M
|
+7%
|
14.6%
|
49.8%
|
39
|
5.13%
|
|
|
2048
|
Capital One Financial
Mclean,
Virginia
|
$751M
|
-$40.6M
|
-5%
|
8.13%
|
–
|
260
|
30%
|
|
|
2049
|
First Interstate Bank
Billings,
Montana
|
$751M
|
+$84.4M
|
+13%
|
11.7%
|
48.2%
|
109
|
9.17%
|
|
|
2050
|
Coastline Trust
Providence,
Rhode Island
|
$750M
|
+$85.1M
|
+13%
|
12.8%
|
92.7%
|
327
|
7.95%
|
|