|
2026
|
Cardiff Park Advisors
Carlsbad,
California
|
$904M
|
+$111M
|
+14%
|
11.5%
|
80.8%
|
343
|
13.7%
|
|
|
2027
|
Kintegral Advisory
New York
|
$903M
|
+$93.8M
|
+12%
|
13.2%
|
94.4%
|
290
|
20.34%
|
|
|
2028
|
Royal Fund Management
Lady Lake,
Florida
|
$903M
|
+$164M
|
+22%
|
13%
|
92.4%
|
323
|
25.39%
|
|
|
2029
|
Kynam Capital Management
Princeton,
New Jersey
|
$903M
|
+$291M
|
+48%
|
32.4%
|
268%
|
34
|
41.18%
|
|
|
2030
|
Nationwide Fund Advisors
Columbus,
Ohio
|
$903M
|
-$12.5M
|
-1%
|
7.79%
|
28.3%
|
5
|
0%
|
|
|
2031
|
ARS Investment Partners
New York
|
$902M
|
+$95.7M
|
+12%
|
16%
|
260%
|
167
|
13.77%
|
|
|
2032
|
Wealthquest
Cincinnati,
Ohio
|
$902M
|
+$87.6M
|
+11%
|
8.7%
|
52.1%
|
138
|
10.87%
|
|
|
2033
|
TCG Crossover Management
Palo Alto,
California
|
$902M
|
+$223M
|
+33%
|
54.4%
|
3,169%
|
31
|
22.58%
|
|
|
2034
|
Soleus Capital Management
Greenwich,
Connecticut
|
$901M
|
-$183M
|
-17%
|
32.1%
|
436%
|
107
|
46.73%
|
|
|
2035
|
Founders Financial Securities
Towson,
Maryland
|
$901M
|
+$129M
|
+17%
|
9.61%
|
52.3%
|
392
|
21.68%
|
|
|
2036
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$900M
|
+$48.1M
|
+6%
|
8.91%
|
55.7%
|
238
|
6.72%
|
|
|
2037
|
WBH Advisory
Baltimore,
Maryland
|
$899M
|
+$84.2M
|
+10%
|
10%
|
47.2%
|
313
|
9.9%
|
|
|
2038
|
Private Capital Management (Florida)
Naples,
Florida
|
$899M
|
+$52.8M
|
+6%
|
9.57%
|
68.6%
|
156
|
17.95%
|
|
|
2039
|
Trinity Street Asset Management
London,
United Kingdom
|
$899M
|
+$120M
|
+15%
|
18.3%
|
78.9%
|
22
|
22.73%
|
|
|
2040
|
Global Endowment Management
Charlotte,
North Carolina
|
$898M
|
-$36.1M
|
-4%
|
8.76%
|
35.8%
|
139
|
23.74%
|
|
|
2041
|
|
$898M
|
-$1.36B
|
-60%
|
16.1%
|
22.8%
|
4
|
0%
|
|
|
2042
|
Arax Advisory Partners
Denver,
Colorado
|
$898M
|
+$94.7M
|
+12%
|
10.6%
|
47.9%
|
1,457
|
18.12%
|
|
|
2043
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$897M
|
+$94.2M
|
+12%
|
10.4%
|
51.2%
|
302
|
16.23%
|
|
|
2044
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$895M
|
+$434M
|
+94%
|
8.76%
|
77.2%
|
171
|
19.3%
|
|
|
2045
|
|
$895M
|
+$56.1M
|
+7%
|
11.6%
|
156%
|
133
|
12.78%
|
|
|
2046
|
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
$895M
|
+$43M
|
+5%
|
9.91%
|
74.8%
|
53
|
3.77%
|
|
|
2047
|
Mason Capital Management
New York
|
$894M
|
-$269M
|
-23%
|
1.84%
|
18%
|
9
|
33.33%
|
|
|
2048
|
Criteria Caixa
Barcelona,
Spain
|
$893M
|
+$83.7M
|
+10%
|
11.6%
|
35.5%
|
41
|
26.83%
|
|
|
2049
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$892M
|
+$76.3M
|
+9%
|
8.65%
|
35%
|
159
|
13.84%
|
|
|
2050
|
First Ascent Asset Management
Denver,
Colorado
|
$892M
|
+$118M
|
+15%
|
8.85%
|
4.15%
|
53
|
0%
|
|