|
2026
|
Permanens Capital
New York
|
$980M
|
+$166M
|
+20%
|
0.92%
|
74.7%
|
29
|
17.24%
|
|
|
2027
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$978M
|
-$1.81M
|
-0.2%
|
0.95%
|
67.3%
|
171
|
7.02%
|
|
|
2028
|
Sunbelt Securities
Houston,
Texas
|
$978M
|
+$81.2M
|
+9%
|
3.96%
|
83.5%
|
1,828
|
8.53%
|
|
|
2029
|
Oaktop Capital Management II
Chatham,
New Jersey
|
$976M
|
+$111M
|
+13%
|
14.2%
|
224%
|
16
|
6.25%
|
|
|
2030
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$976M
|
+$53.4M
|
+6%
|
5.76%
|
95.1%
|
136
|
5.88%
|
|
|
2031
|
Ilex Capital Partners
London,
United Kingdom
|
$976M
|
-$42.7M
|
-4%
|
0.3%
|
–
|
32
|
78.13%
|
|
|
2032
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$974M
|
+$14.2M
|
+1%
|
2.03%
|
55.7%
|
238
|
5.46%
|
|
|
2033
|
|
$974M
|
+$20M
|
+2%
|
6.54%
|
83.6%
|
526
|
26.05%
|
|
|
2034
|
12 West Capital Management
New York
|
$973M
|
-$136M
|
-12%
|
7.99%
|
136%
|
25
|
24%
|
|
|
2035
|
Anchor Investment Management
Columbia,
South Carolina
|
$972M
|
+$17.7M
|
+2%
|
1.96%
|
59.4%
|
1,077
|
10.96%
|
|
|
2036
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$970M
|
+$32M
|
+3%
|
3.5%
|
60.5%
|
374
|
5.08%
|
|
|
2037
|
First Nebraska Trust
Lincoln,
Nebraska
|
$970M
|
+$1.14M
|
+0.1%
|
0.09%
|
48%
|
198
|
5.05%
|
|
|
2038
|
Smith, Moore & Co
Clayton,
Missouri
|
$970M
|
+$31.2M
|
+3%
|
1.64%
|
55.8%
|
458
|
10.04%
|
|
|
2039
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$969M
|
+$35.6M
|
+4%
|
2.56%
|
69.3%
|
1,004
|
9.06%
|
|
|
2040
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$969M
|
+$37M
|
+4%
|
2.69%
|
64.3%
|
373
|
9.65%
|
|
|
2041
|
Longbow Finance
Lutry,
Switzerland
|
$967M
|
-$21.5M
|
-2%
|
6.54%
|
133%
|
86
|
3.49%
|
|
|
2042
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$967M
|
+$17.6M
|
+2%
|
0.52%
|
78.9%
|
440
|
22.27%
|
|
|
2043
|
Verus Capital Partners
Scottsdale,
Arizona
|
$967M
|
+$61.7M
|
+7%
|
6.74%
|
83%
|
380
|
15.26%
|
|
|
2044
|
Bard Financial Services
Branford,
Connecticut
|
$967M
|
+$25.6M
|
+3%
|
4.74%
|
90.1%
|
238
|
7.14%
|
|
|
2045
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$967M
|
-$59.5M
|
-6%
|
0.39%
|
61.8%
|
408
|
53.43%
|
|
|
2046
|
Regal Partners
Sydney, NSW,
Australia
|
$965M
|
-$29.4M
|
-3%
|
3.21%
|
133%
|
62
|
48.39%
|
|
|
2047
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$964M
|
-$12.5M
|
-1%
|
7.78%
|
362%
|
244
|
35.66%
|
|
|
2048
|
CoreCap Advisors
Southfield,
Michigan
|
$963M
|
-$925M
|
-49%
|
4.37%
|
83.5%
|
2,675
|
45.68%
|
|
|
2049
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$962M
|
+$51.6M
|
+6%
|
4.34%
|
68.2%
|
225
|
21.33%
|
|
|
2050
|
Callahan Advisors
Houston,
Texas
|
$962M
|
+$8.28M
|
+0.9%
|
1.46%
|
75.6%
|
152
|
9.21%
|
|