|
2026
|
Cable Hill Partners
Portland,
Oregon
|
$1.02B
|
+$32.3M
|
+3%
|
2.35%
|
20.3%
|
253
|
25.69%
|
|
|
2027
|
Signal Advisors Wealth
Detroit,
Michigan
|
$1.02B
|
+$139M
|
+16%
|
1.16%
|
–
|
470
|
18.3%
|
|
|
2028
|
CGN Advisors
Manhattan,
Kansas
|
$1.02B
|
-$7.23M
|
-0.7%
|
0.17%
|
44.2%
|
298
|
7.38%
|
|
|
2029
|
Rivulet Capital
Summit,
New Jersey
|
$1.02B
|
+$55.2M
|
+6%
|
3.8%
|
27.4%
|
15
|
33.33%
|
|
|
2030
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.02B
|
-$3.07M
|
-0.3%
|
0.26%
|
55.7%
|
235
|
6.38%
|
|
|
2031
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$1.02B
|
+$16M
|
+2%
|
2.03%
|
78.9%
|
409
|
14.91%
|
|
|
2032
|
Fiduciary Alliance
Greenville,
South Carolina
|
$1.02B
|
+$28.3M
|
+3%
|
0.97%
|
94.3%
|
406
|
18.23%
|
|
|
2033
|
First Business Financial Services
Madison,
Wisconsin
|
$1.02B
|
+$5.53M
|
+0.5%
|
2.22%
|
74%
|
177
|
12.43%
|
|
|
2034
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.02B
|
+$3.4M
|
+0.3%
|
0.76%
|
62.6%
|
284
|
13.38%
|
|
|
2035
|
First Nebraska Trust
Lincoln,
Nebraska
|
$1.01B
|
-$22.5M
|
-2%
|
1.08%
|
48%
|
198
|
7.07%
|
|
|
2036
|
Woodstock Corp
Boston,
Massachusetts
|
$1.01B
|
-$25.7M
|
-2%
|
0.33%
|
96.1%
|
156
|
1.92%
|
|
|
2037
|
Intrust Bank
Wichita,
Kansas
|
$1.01B
|
+$24.7M
|
+3%
|
0.92%
|
79.5%
|
402
|
9.45%
|
|
|
2038
|
|
$1.01B
|
-$52.2M
|
-5%
|
0.99%
|
69.8%
|
217
|
4.61%
|
|
|
2039
|
Heritage Financial Services
Westwood,
Massachusetts
|
$1.01B
|
+$257M
|
+34%
|
1.1%
|
38.3%
|
131
|
19.08%
|
|
|
2040
|
Hudson Way Capital Management
Dallas,
Texas
|
$1.01B
|
+$124M
|
+14%
|
1.61%
|
57.5%
|
17
|
17.65%
|
|
|
2041
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.01B
|
-$80.5M
|
-7%
|
0.9%
|
62.7%
|
412
|
15.53%
|
|
|
2042
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$1.01B
|
-$59.6M
|
-6%
|
1.45%
|
116%
|
179
|
20.67%
|
|
|
2043
|
Situational Awareness
San Francisco,
California
|
$1.01B
|
+$751M
|
+295%
|
19.8%
|
–
|
14
|
71.43%
|
|
|
2044
|
CoreView Capital Management
Hong Kong
|
$1.01B
|
+$45.7M
|
+5%
|
15.5%
|
45.2%
|
12
|
33.33%
|
|
|
2045
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1B
|
-$12.4M
|
-1%
|
0.32%
|
–
|
341
|
15.84%
|
|
|
2046
|
Stadion Money Management
Watkinsville,
Georgia
|
$1B
|
-$274M
|
-21%
|
0.31%
|
45.2%
|
24
|
8.33%
|
|
|
2047
|
Wellesley Asset Management
Portsmouth,
New Hampshire
|
$1B
|
+$40.6M
|
+4%
|
0%
|
0%
|
61
|
0%
|
|
|
2048
|
Hodges Capital Management
Dallas,
Texas
|
$1B
|
-$666M
|
-40%
|
3.89%
|
132%
|
229
|
22.71%
|
|
|
2049
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1B
|
-$46M
|
-4%
|
5.32%
|
83%
|
402
|
14.93%
|
|
|
2050
|
Discerene Group
Stamford,
Connecticut
|
$1B
|
+$237M
|
+31%
|
26.7%
|
70.3%
|
13
|
7.69%
|
|