|
2026
|
Smith Anglin Financial
Dallas,
Texas
|
$1.04B
|
+$48.9M
|
+5%
|
5.33%
|
52.8%
|
219
|
14.61%
|
|
|
2027
|
Diversify Wealth Management
Sandy,
Utah
|
$1.04B
|
+$234M
|
+29%
|
6.75%
|
–
|
504
|
21.23%
|
|
|
2028
|
Saudi Central Bank
Riyadh,
Saudi Arabia
|
$1.04B
|
+$44.5M
|
+4%
|
5.23%
|
76.9%
|
7
|
0%
|
|
|
2029
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$1.03B
|
+$155M
|
+18%
|
12.2%
|
67.2%
|
350
|
39.14%
|
|
|
2030
|
Coliseum Capital Management
Rowayton,
Connecticut
|
$1.03B
|
-$87.9M
|
-8%
|
6.5%
|
13.7%
|
16
|
25%
|
|
|
2031
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.03B
|
+$59.7M
|
+6%
|
6.28%
|
55.7%
|
241
|
7.47%
|
|
|
2032
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$1.03B
|
+$72.2M
|
+8%
|
9.71%
|
116%
|
168
|
14.88%
|
|
|
2033
|
Amica Mutual Insurance
Providence,
Rhode Island
|
$1.03B
|
+$26.2M
|
+3%
|
6.47%
|
69.7%
|
138
|
7.25%
|
|
|
2034
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.03B
|
+$152M
|
+17%
|
11.5%
|
–
|
1,219
|
13.04%
|
|
|
2035
|
Central Securities
New York
|
$1.03B
|
+$15.7M
|
+2%
|
7.05%
|
84.7%
|
28
|
3.57%
|
|
|
2036
|
|
$1.03B
|
+$83.2M
|
+9%
|
9.98%
|
156%
|
122
|
11.48%
|
|
|
2037
|
|
$1.03B
|
-$3.8M
|
-0.4%
|
15.8%
|
86.8%
|
5
|
40%
|
|
|
2038
|
SIR Capital Management
New York
|
$1.03B
|
+$22.7M
|
+2%
|
2.25%
|
80%
|
92
|
41.3%
|
|
|
2039
|
First Nebraska Trust
Lincoln,
Nebraska
|
$1.03B
|
+$57.8M
|
+6%
|
6.87%
|
48%
|
201
|
5.47%
|
|
|
2040
|
Taurus Asset Management
New York
|
$1.03B
|
+$40.1M
|
+4%
|
5.33%
|
26.9%
|
93
|
9.68%
|
|
|
2041
|
Wellesley Asset Management
Portsmouth,
New Hampshire
|
$1.03B
|
+$82.4M
|
+9%
|
0%
|
0%
|
49
|
0%
|
|
|
2042
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.03B
|
+$82.7M
|
+9%
|
5.12%
|
35%
|
177
|
14.12%
|
|
|
2043
|
Callahan Advisors
Houston,
Texas
|
$1.03B
|
+$64.6M
|
+7%
|
8.1%
|
75.6%
|
149
|
5.37%
|
|
|
2044
|
GDS Wealth Management
Flower Mound,
Texas
|
$1.03B
|
+$115M
|
+13%
|
5.5%
|
46.2%
|
175
|
25.14%
|
|
|
2045
|
Petrus Trust Company
Dallas,
Texas
|
$1.03B
|
-$45.1M
|
-4%
|
7.58%
|
25.1%
|
788
|
58.88%
|
|
|
2046
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.02B
|
+$57.7M
|
+6%
|
4.87%
|
83%
|
382
|
14.4%
|
|
|
2047
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.02B
|
+$88M
|
+9%
|
4.88%
|
57.2%
|
668
|
28.59%
|
|
|
2048
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$1.02B
|
+$48M
|
+5%
|
5.93%
|
95.1%
|
139
|
5.04%
|
|
|
2049
|
CVC Management Holdings II
St. Helier,
Jersey
|
$1.02B
|
+$137M
|
+15%
|
16%
|
–
|
4
|
0%
|
|
|
2050
|
Soltis Investment Advisors
St. George,
Utah
|
$1.02B
|
+$78.3M
|
+8%
|
5.75%
|
67%
|
382
|
17.8%
|
|