|
2026
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$841M
|
+$58.2M
|
+7%
|
6.72%
|
52.5%
|
289
|
9.69%
|
|
|
2027
|
Central Securities
New York
|
$841M
|
+$39.2M
|
+5%
|
7.35%
|
84.7%
|
26
|
0%
|
|
|
2028
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$841M
|
+$90M
|
+12%
|
3.68%
|
36%
|
165
|
13.94%
|
|
|
2029
|
Aperture Investors
New York
|
$840M
|
+$117M
|
+16%
|
11.3%
|
145%
|
92
|
28.26%
|
|
|
2030
|
|
$840M
|
+$229M
|
+37%
|
21.4%
|
369%
|
16
|
25%
|
|
|
2031
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$840M
|
+$20.6M
|
+3%
|
3.16%
|
35%
|
159
|
10.06%
|
|
|
2032
|
Criteria Caixa
Barcelona,
Spain
|
$840M
|
-$4.73M
|
-0.6%
|
3.82%
|
35.5%
|
52
|
30.77%
|
|
|
2033
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$839M
|
+$4.56M
|
+0.5%
|
4.17%
|
51.8%
|
250
|
10.8%
|
|
|
2034
|
Ghisallo Capital Management
Boston,
Massachusetts
|
$838M
|
+$422M
|
+101%
|
5.34%
|
103%
|
134
|
59.7%
|
|
|
2035
|
First Nebraska Trust
Lincoln,
Nebraska
|
$838M
|
+$44M
|
+6%
|
4.73%
|
48%
|
177
|
7.34%
|
|
|
2036
|
TD Capital Management
Memphis,
Tennessee
|
$837M
|
+$29.6M
|
+4%
|
4.19%
|
33.9%
|
422
|
4.74%
|
|
|
2037
|
Wealthquest
Cincinnati,
Ohio
|
$837M
|
+$66.2M
|
+9%
|
5.41%
|
52.1%
|
127
|
11.02%
|
|
|
2038
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$835M
|
+$278M
|
+50%
|
1.57%
|
41.3%
|
502
|
10.56%
|
|
|
2039
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$834M
|
+$65.7M
|
+9%
|
4.06%
|
61.8%
|
757
|
11.36%
|
|
|
2040
|
DigitalBridge Group
Boca Raton,
Florida
|
$834M
|
-$17.3M
|
-2%
|
0.5%
|
112%
|
65
|
24.62%
|
|
|
2041
|
Condor Capital Management
Martinsville,
New Jersey
|
$834M
|
+$36.6M
|
+5%
|
6.4%
|
47.3%
|
218
|
22.02%
|
|
|
2042
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$834M
|
+$275M
|
+49%
|
4.07%
|
–
|
78
|
29.49%
|
|
|
2043
|
Hilton Capital Management
Garden City,
New York
|
$833M
|
+$68.3M
|
+9%
|
4.75%
|
51.5%
|
165
|
43.03%
|
|
|
2044
|
Fusion Family Wealth
Woodbury,
New York
|
$832M
|
+$54.4M
|
+7%
|
4.68%
|
45.4%
|
46
|
15.22%
|
|
|
2045
|
Silicon Valley Community Foundation
Mountain View,
California
|
$832M
|
+$137M
|
+20%
|
33%
|
309%
|
18
|
0%
|
|
|
2046
|
|
$832M
|
+$27.9M
|
+3%
|
3.34%
|
15%
|
74
|
10.81%
|
|
|
2047
|
L1 Capital
Melbourne VIC 3000,
Australia
|
$831M
|
+$113M
|
+16%
|
0.14%
|
139%
|
16
|
43.75%
|
|
|
2048
|
Charles Schwab Trust
Henderson,
Nevada
|
$830M
|
+$1.54M
|
+0.2%
|
3.6%
|
45.6%
|
146
|
8.9%
|
|
|
2049
|
Arrow Financial
Glens Falls,
New York
|
$829M
|
+$61.6M
|
+8%
|
5.25%
|
53.2%
|
329
|
3.04%
|
|
|
2050
|
Hudson Executive Capital
New York
|
$829M
|
-$10.1M
|
-1%
|
7.98%
|
144%
|
6
|
16.67%
|
|