|
2026
|
AE Industrial Partners
Boca Raton,
Florida
|
$1.03B
|
–
|
–
|
149%
|
–
|
5
|
–
|
|
|
2027
|
Petrus Trust Company
Dallas,
Texas
|
$1.03B
|
+$7.36M
|
+0.7%
|
2.43%
|
25.1%
|
772
|
56.48%
|
|
|
2028
|
Neumeier Poma Investment Counsel
Carmel,
California
|
$1.03B
|
-$18.1M
|
-2%
|
7.72%
|
178%
|
48
|
20.83%
|
|
|
2029
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.03B
|
+$107M
|
+12%
|
6.11%
|
87.4%
|
430
|
16.51%
|
|
|
2030
|
CGN Advisors
Manhattan,
Kansas
|
$1.03B
|
+$34.6M
|
+3%
|
1.61%
|
44.2%
|
297
|
11.45%
|
|
|
2031
|
Taurus Asset Management
New York
|
$1.03B
|
+$534K
|
+0.1%
|
2.09%
|
26.9%
|
91
|
4.4%
|
|
|
2032
|
Redwood Investment Management
Scottsdale,
Arizona
|
$1.03B
|
-$101M
|
-9%
|
0.96%
|
46%
|
390
|
38.97%
|
|
|
2033
|
Paradigm Operations
San Francisco,
California
|
$1.02B
|
+$220M
|
+27%
|
39.4%
|
207%
|
1
|
0%
|
|
|
2034
|
TCG Crossover Management
Palo Alto,
California
|
$1.02B
|
-$157M
|
-13%
|
10.9%
|
3,169%
|
41
|
19.51%
|
|
|
2035
|
Rational Advisors
Huntington,
New York
|
$1.02B
|
-$16.2M
|
-2%
|
0.23%
|
37.7%
|
186
|
52.69%
|
|
|
2036
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.02B
|
-$10.7M
|
-1%
|
1.56%
|
55.7%
|
245
|
8.98%
|
|
|
2037
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.02B
|
-$4.72M
|
-0.5%
|
1.8%
|
35%
|
181
|
10.5%
|
|
|
2038
|
SlateStone Wealth
Jupiter,
Florida
|
$1.02B
|
-$91.1M
|
-8%
|
1.65%
|
79.1%
|
306
|
8.17%
|
|
|
2039
|
Penn Capital Management
Philadelphia,
Pennsylvania
|
$1.02B
|
-$69.9M
|
-6%
|
7.75%
|
116%
|
180
|
40%
|
|
|
2040
|
Trinity Street Asset Management
London,
United Kingdom
|
$1.02B
|
+$15.9M
|
+2%
|
2.49%
|
78.9%
|
15
|
6.67%
|
|
|
2041
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$1.02B
|
+$74.8M
|
+8%
|
4.7%
|
118%
|
646
|
14.86%
|
|
|
2042
|
Avidity Partners Management
Dallas,
Texas
|
$1.02B
|
-$942M
|
-48%
|
7.96%
|
461%
|
87
|
34.48%
|
|
|
2043
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.02B
|
+$235M
|
+30%
|
5.27%
|
86.6%
|
409
|
13.45%
|
|
|
2044
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.02B
|
+$16.7M
|
+2%
|
0.54%
|
90.5%
|
162
|
14.81%
|
|
|
2045
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.02B
|
-$35.4M
|
-3%
|
0.84%
|
–
|
347
|
10.09%
|
|
|
2046
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.02B
|
-$32.2M
|
-3%
|
0.08%
|
62.8%
|
302
|
8.28%
|
|
|
2047
|
Goodnow Investment Group
Darien,
Connecticut
|
$1.02B
|
+$72.2M
|
+8%
|
10.1%
|
138%
|
28
|
17.86%
|
|
|
2048
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.01B
|
-$75.1M
|
-7%
|
1.4%
|
77.1%
|
580
|
24.48%
|
|
|
2049
|
|
$1.01B
|
-$15.9M
|
-2%
|
4.89%
|
156%
|
121
|
11.57%
|
|
|
2050
|
GRS Advisors
Chicago,
Illinois
|
$1.01B
|
-$42.7M
|
-4%
|
4.33%
|
41.1%
|
35
|
37.14%
|
|