|
2026
|
CapWealth Advisors
Franklin,
Tennessee
|
$802M
|
-$49.2M
|
-6%
|
5.32%
|
143%
|
112
|
9.82%
|
|
|
2027
|
Central Securities
New York
|
$802M
|
+$27.7M
|
+4%
|
8.52%
|
90.2%
|
26
|
0%
|
|
|
2028
|
Marcum Wealth
Cleveland,
Ohio
|
$801M
|
+$47.3M
|
+6%
|
6.54%
|
20%
|
419
|
12.41%
|
|
|
2029
|
WBH Advisory
Baltimore,
Maryland
|
$801M
|
–
|
–
|
6.07%
|
57.6%
|
296
|
–
|
|
|
2030
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$801M
|
+$96.7M
|
+14%
|
11%
|
88.1%
|
126
|
14.29%
|
|
|
2031
|
Bain Capital Life Sciences Investors
Boston,
Massachusetts
|
$800M
|
-$94.7M
|
-11%
|
3.41%
|
507%
|
36
|
13.89%
|
|
|
2032
|
Narwhal Capital Management
Marietta,
Georgia
|
$799M
|
+$47.4M
|
+6%
|
7.36%
|
93.8%
|
168
|
6.55%
|
|
|
2033
|
True Link Financial Advisors
San Francisco,
California
|
$799M
|
+$61M
|
+8%
|
3.27%
|
26.8%
|
120
|
5%
|
|
|
2034
|
Campbell Wealth Management
Alexandria,
Virginia
|
$798M
|
+$79.7M
|
+11%
|
5.91%
|
11.2%
|
80
|
16.25%
|
|
|
2035
|
Condor Capital Management
Martinsville,
New Jersey
|
$797M
|
-$3.7M
|
-0.5%
|
6.4%
|
58.2%
|
261
|
29.89%
|
|
|
2036
|
First Business Financial Services
Madison,
Wisconsin
|
$797M
|
+$52.6M
|
+7%
|
5.46%
|
74%
|
171
|
6.43%
|
|
|
2037
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$794M
|
+$160M
|
+25%
|
11.1%
|
–
|
637
|
26.37%
|
|
|
2038
|
Longbow Finance
Lutry,
Switzerland
|
$794M
|
+$51.7M
|
+7%
|
8.35%
|
162%
|
70
|
32.86%
|
|
|
2039
|
First Nebraska Trust
Lincoln,
Nebraska
|
$794M
|
+$26.2M
|
+3%
|
5.04%
|
67.9%
|
172
|
5.81%
|
|
|
2040
|
Bridgeworth
Birmingham,
Alabama
|
$793M
|
+$165M
|
+26%
|
5.06%
|
19.3%
|
173
|
14.45%
|
|
|
2041
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$793M
|
+$20.2M
|
+3%
|
8.17%
|
58.8%
|
50
|
14%
|
|
|
2042
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$792M
|
+$43.8M
|
+6%
|
6.6%
|
70.2%
|
135
|
6.67%
|
|
|
2043
|
MMBG Investment Advisors
Miami,
Florida
|
$789M
|
+$33.8M
|
+4%
|
21.1%
|
118%
|
168
|
9.52%
|
|
|
2044
|
|
$789M
|
-$181M
|
-19%
|
12.9%
|
133%
|
139
|
60.43%
|
|
|
2045
|
Gladstone Capital Management
London,
United Kingdom
|
$787M
|
+$13.2M
|
+2%
|
24.7%
|
304%
|
19
|
42.11%
|
|
|
2046
|
Soltis Investment Advisors
St. George,
Utah
|
$786M
|
+$26.4M
|
+3%
|
3.57%
|
80.8%
|
278
|
16.19%
|
|
|
2047
|
Inspire Investing
Meridian,
Idaho
|
$786M
|
+$8.74M
|
+1%
|
6.47%
|
108%
|
806
|
10.92%
|
|
|
2048
|
Westwood Management Corporation
Chicago,
Illinois
|
$786M
|
+$43.5M
|
+6%
|
19.8%
|
44.3%
|
72
|
5.56%
|
|
|
2049
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$786M
|
+$79.8M
|
+11%
|
7.25%
|
70.6%
|
102
|
10.78%
|
|
|
2050
|
CoreView Capital Management
Hong Kong
|
$785M
|
+$135M
|
+21%
|
18.1%
|
50.9%
|
13
|
30.77%
|
|