|
2026
|
Bath Savings Trust
Bath,
Maine
|
$814M
|
-$42.8M
|
-5%
|
3.55%
|
47.3%
|
160
|
5%
|
|
|
2027
|
Discerene Group
Stamford,
Connecticut
|
$813M
|
+$48.7M
|
+6%
|
15.1%
|
70.3%
|
15
|
6.67%
|
|
|
2028
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$812M
|
-$71.4M
|
-8%
|
3.78%
|
116%
|
166
|
12.05%
|
|
|
2029
|
Sourcerock Group
Denver,
Colorado
|
$812M
|
+$32.3M
|
+4%
|
16.8%
|
93.4%
|
29
|
41.38%
|
|
|
2030
|
North Peak Capital Management
New York
|
$812M
|
-$60.3M
|
-7%
|
3.34%
|
21.6%
|
8
|
25%
|
|
|
2031
|
Criteria Caixa
Barcelona,
Spain
|
$810M
|
-$29.8M
|
-4%
|
1.83%
|
35.5%
|
46
|
30.43%
|
|
|
2032
|
Scopia Capital Management
New York
|
$810M
|
-$180M
|
-18%
|
7.46%
|
30.9%
|
39
|
23.08%
|
|
|
2033
|
Kintegral Advisory
New York
|
$810M
|
-$34.7M
|
-4%
|
3.23%
|
94.4%
|
262
|
1.91%
|
|
|
2034
|
WestBridge Capital Management
Trianon,
Mauritius
|
$809M
|
+$57.7M
|
+8%
|
7.88%
|
33.3%
|
3
|
0%
|
|
|
2035
|
Primavera Capital Management
George Town,
Cayman Islands
|
$809M
|
-$78.7M
|
-9%
|
2.02%
|
23.8%
|
4
|
0%
|
|
|
2036
|
Bard Financial Services
Branford,
Connecticut
|
$809M
|
-$512M
|
-39%
|
3.72%
|
90.1%
|
331
|
32.02%
|
|
|
2037
|
Greenoaks Capital Partners
Orinda,
California
|
$809M
|
-$17.2M
|
-2%
|
15.1%
|
481%
|
16
|
12.5%
|
|
|
2038
|
Fusion Family Wealth
Woodbury,
New York
|
$808M
|
-$24.1M
|
-3%
|
3.37%
|
45.4%
|
46
|
8.7%
|
|
|
2039
|
Alta Park Capital
San Francisco,
California
|
$808M
|
-$173M
|
-18%
|
0.37%
|
607%
|
42
|
47.62%
|
|
|
2040
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$808M
|
-$33.1M
|
-4%
|
3.06%
|
62.8%
|
285
|
7.72%
|
|
|
2041
|
ARS Investment Partners
New York
|
$807M
|
-$49M
|
-6%
|
1.62%
|
260%
|
167
|
13.77%
|
|
|
2042
|
First Nebraska Trust
Lincoln,
Nebraska
|
$806M
|
-$31.5M
|
-4%
|
3.44%
|
48%
|
181
|
6.63%
|
|
|
2043
|
Lattice Capital Management
Kirkland,
Washington
|
$806M
|
+$20.7M
|
+3%
|
3.57%
|
206%
|
44
|
45.45%
|
|
|
2044
|
Smith Graham & Co Investment Advisors
Houston,
Texas
|
$804M
|
-$22.2M
|
-3%
|
1.49%
|
56.9%
|
145
|
6.9%
|
|
|
2045
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$804M
|
-$35.2M
|
-4%
|
3.02%
|
51.8%
|
243
|
10.7%
|
|
|
2046
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$804M
|
+$41.2M
|
+5%
|
2.6%
|
60.5%
|
379
|
7.92%
|
|
|
2047
|
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
|
$804M
|
-$371M
|
-32%
|
1.56%
|
4.93%
|
602
|
23.75%
|
|
|
2048
|
Voya Financial Advisors
Windsor,
Connecticut
|
$803M
|
-$55.8M
|
-6%
|
3.49%
|
36.1%
|
245
|
13.47%
|
|
|
2049
|
Arax Advisory Partners
Denver,
Colorado
|
$803M
|
+$19.6M
|
+2%
|
3.74%
|
47.9%
|
1,390
|
13.81%
|
|
|
2050
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$803M
|
-$129M
|
-14%
|
1.57%
|
51.2%
|
310
|
19.03%
|
|