|
2026
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$691M
|
-$54.3M
|
-7%
|
4.66%
|
105%
|
568
|
14.96%
|
|
|
2027
|
Narwhal Capital Management
Marietta,
Georgia
|
$691M
|
-$39M
|
-5%
|
5.06%
|
93.8%
|
162
|
8.64%
|
|
|
2028
|
True Link Financial Advisors
San Francisco,
California
|
$690M
|
+$28.6M
|
+4%
|
4.5%
|
22.2%
|
135
|
15.56%
|
|
|
2029
|
Webster Bank
Waterbury,
Connecticut
|
$690M
|
-$42.8M
|
-6%
|
4.45%
|
77.5%
|
544
|
3.31%
|
|
|
2030
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$690M
|
-$81.5M
|
-11%
|
5.08%
|
37.1%
|
727
|
24.21%
|
|
|
2031
|
Harvey Investment Company
Louisville,
Kentucky
|
$690M
|
-$21.5M
|
-3%
|
1.32%
|
48.4%
|
90
|
2.22%
|
|
|
2032
|
Matthews International Capital Management
San Francisco,
California
|
$688M
|
-$8.24M
|
-1%
|
7.71%
|
90.7%
|
43
|
13.95%
|
|
|
2033
|
First Command Bank
Fort Worth,
Texas
|
$688M
|
+$1.61M
|
+0.2%
|
7.38%
|
34.1%
|
481
|
27.03%
|
|
|
2034
|
First Command Financial Services
Fort Worth,
Texas
|
$688M
|
+$1.61M
|
+0.2%
|
7.38%
|
34.4%
|
481
|
27.03%
|
|
|
2035
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$688M
|
-$62.2M
|
-8%
|
7.21%
|
31.2%
|
1,016
|
11.32%
|
|
|
2036
|
Willis Johnson & Associates
Houston,
Texas
|
$687M
|
-$30.5M
|
-4%
|
5.82%
|
41.9%
|
108
|
13.89%
|
|
|
2037
|
Grassi Investment Management
Santa Clara,
California
|
$686M
|
-$70.9M
|
-9%
|
7.39%
|
170%
|
126
|
4.76%
|
|
|
2038
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$686M
|
+$14M
|
+2%
|
5.35%
|
68.9%
|
147
|
10.2%
|
|
|
2039
|
Arrow Financial
Glens Falls,
New York
|
$686M
|
-$47.7M
|
-6%
|
5.06%
|
53.2%
|
355
|
5.35%
|
|
|
2040
|
Yakira Capital Management
Westport,
Connecticut
|
$685M
|
+$47.9M
|
+8%
|
3.85%
|
77.4%
|
518
|
30.12%
|
|
|
2041
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$685M
|
+$63.4M
|
+10%
|
3.6%
|
48.3%
|
156
|
17.95%
|
|
|
2042
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$685M
|
-$33.3M
|
-5%
|
5.16%
|
69%
|
685
|
11.82%
|
|
|
2043
|
Graticule Asia Macro Advisors
New York
|
$684M
|
+$466M
|
+214%
|
3.28%
|
–
|
62
|
77.42%
|
|
|
2044
|
Perpetual Investment Management
Sydney,
Australia
|
$684M
|
+$759K
|
+0.1%
|
6.5%
|
–
|
224
|
14.73%
|
|
|
2045
|
Redpoint Investment Management
Sydney, NSW,
Australia
|
$684M
|
-$162M
|
-19%
|
5.31%
|
35.9%
|
620
|
7.74%
|
|
|
2046
|
Harvey Partners
Tarrytown,
New York
|
$683M
|
+$228M
|
+50%
|
1.68%
|
124%
|
40
|
32.5%
|
|
|
2047
|
Berger Financial Group
Plymouth,
Minnesota
|
$681M
|
-$3.52M
|
-0.5%
|
5.26%
|
49.7%
|
266
|
21.43%
|
|
|
2048
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$681M
|
-$76.9M
|
-10%
|
3.98%
|
118%
|
664
|
21.23%
|
|
|
2049
|
Brant Point Investment Management
New York
|
$680M
|
+$5.93M
|
+0.9%
|
2.24%
|
126%
|
113
|
38.94%
|
|
|
2050
|
Hills Bank & Trust
North Liberty,
Iowa
|
$679M
|
+$64M
|
+10%
|
5.61%
|
47.5%
|
258
|
10.47%
|
|