|
2026
|
Roundview Capital
Princeton,
New Jersey
|
$896M
|
+$102M
|
+13%
|
7.16%
|
77.7%
|
283
|
8.48%
|
|
|
2027
|
Novare Capital Management
Charlotte,
North Carolina
|
$895M
|
+$64M
|
+8%
|
6.27%
|
76.5%
|
168
|
14.88%
|
|
|
2028
|
Origin Asset Management
London,
United Kingdom
|
$895M
|
-$82.9M
|
-8%
|
2.64%
|
59.3%
|
145
|
29.66%
|
|
|
2029
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$894M
|
+$32.2M
|
+4%
|
8.59%
|
26.9%
|
154
|
25.97%
|
|
|
2030
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$893M
|
+$62.4M
|
+8%
|
7.13%
|
46%
|
155
|
4.52%
|
|
|
2031
|
Sixth Street Partners
Dallas,
Texas
|
$893M
|
-$44.8M
|
-5%
|
1.59%
|
5.31%
|
9
|
22.22%
|
|
|
2032
|
Morningstar Investment Management
Chicago,
Illinois
|
$893M
|
-$104M
|
-10%
|
5%
|
48.2%
|
45
|
44.44%
|
|
|
2033
|
Hodges Capital Management
Dallas,
Texas
|
$892M
|
+$169M
|
+23%
|
10.5%
|
200%
|
252
|
21.43%
|
|
|
2034
|
Incline Global Management
New York
|
$892M
|
+$397M
|
+80%
|
6.23%
|
40.1%
|
28
|
42.86%
|
|
|
2035
|
York Capital Management Global Advisors
New York
|
$892M
|
+$196M
|
+28%
|
13%
|
74.1%
|
76
|
60.53%
|
|
|
2036
|
Dow Chemical Company
Midland,
Michigan
|
$891M
|
+$475M
|
+114%
|
3.77%
|
29.4%
|
11
|
54.55%
|
|
|
2037
|
First Command Bank
Fort Worth,
Texas
|
$891M
|
+$428M
|
+92%
|
6.48%
|
34.1%
|
465
|
10.97%
|
|
|
2038
|
First Command Financial Services
Fort Worth,
Texas
|
$891M
|
+$428M
|
+92%
|
6.48%
|
34.4%
|
465
|
10.97%
|
|
|
2039
|
Bangor Savings Bank
Bangor,
Maine
|
$891M
|
+$61.7M
|
+7%
|
4.63%
|
49.6%
|
196
|
4.59%
|
|
|
2040
|
Connectus Wealth
Cincinnati,
Ohio
|
$891M
|
+$56.1M
|
+7%
|
10%
|
37.8%
|
35
|
11.43%
|
|
|
2041
|
Kore Private Wealth
New York
|
$890M
|
+$149M
|
+20%
|
8.06%
|
35.9%
|
441
|
19.73%
|
|
|
2042
|
Donor Advised Charitable Giving
San Francisco,
California
|
$889M
|
-$83.4M
|
-9%
|
25.2%
|
365%
|
116
|
4.31%
|
|
|
2043
|
GSA Capital Partners
London,
United Kingdom
|
$889M
|
+$286M
|
+47%
|
7.17%
|
94.7%
|
1,751
|
66.76%
|
|
|
2044
|
Hilltop Holdings
Dallas,
Texas
|
$888M
|
+$113M
|
+15%
|
6.99%
|
96.7%
|
598
|
20.4%
|
|
|
2045
|
Archon Capital Management
Seattle,
Washington
|
$887M
|
+$192M
|
+28%
|
8.05%
|
222%
|
43
|
37.21%
|
|
|
2046
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$886M
|
+$15M
|
+2%
|
5.91%
|
58.6%
|
82
|
7.32%
|
|
|
2047
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$884M
|
+$96.4M
|
+12%
|
7.58%
|
76.6%
|
249
|
11.65%
|
|
|
2048
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$884M
|
+$51.3M
|
+6%
|
7.1%
|
113%
|
240
|
10.42%
|
|
|
2049
|
Omega Fund Management
Boston,
Massachusetts
|
$884M
|
-$174M
|
-16%
|
7.74%
|
106%
|
24
|
4.17%
|
|
|
2050
|
Tensile Capital Management
Larkspur,
California
|
$883M
|
+$121M
|
+16%
|
29.5%
|
47.7%
|
19
|
21.05%
|
|