|
2026
|
Chai Trust Company
Chicago,
Illinois
|
$1.45B
|
+$273M
|
+23%
|
14.1%
|
12.7%
|
12
|
8.33%
|
|
|
2027
|
Verity & Verity
Beaufort,
South Carolina
|
$1.45B
|
+$111M
|
+8%
|
15.5%
|
76.4%
|
143
|
6.99%
|
|
|
2028
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$1.45B
|
+$128M
|
+10%
|
13.5%
|
–
|
2,100
|
19.19%
|
|
|
2029
|
Danmarks Nationalbank
Copenhagen O,
|
$1.45B
|
+$249M
|
+21%
|
15%
|
–
|
1
|
0%
|
|
|
2030
|
Baring Fintech Manager Holding
Castel,
Guernsey
|
$1.45B
|
+$113M
|
+8%
|
17%
|
–
|
1
|
0%
|
|
|
2031
|
Narwhal Capital Management
Marietta,
Georgia
|
$1.45B
|
+$92.7M
|
+7%
|
12.9%
|
93.8%
|
177
|
15.82%
|
|
|
2032
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.45B
|
+$167M
|
+13%
|
26.9%
|
117%
|
450
|
12%
|
|
|
2033
|
Weitz Investment Management
Omaha,
Nebraska
|
$1.44B
|
+$11.7M
|
+0.8%
|
8.79%
|
36.1%
|
52
|
9.62%
|
|
|
2034
|
|
$1.44B
|
–
|
–
|
18.5%
|
–
|
501
|
–
|
|
|
2035
|
Fort Point Capital Partners
San Francisco,
California
|
$1.44B
|
+$616M
|
+75%
|
12%
|
62.2%
|
262
|
17.18%
|
|
|
2036
|
One Day In July LLC
Burlington,
Vermont
|
$1.44B
|
+$189M
|
+15%
|
11.3%
|
43.1%
|
174
|
16.09%
|
|
|
2037
|
Inspire Advisors
Meridian,
Idaho
|
$1.44B
|
+$210M
|
+17%
|
14.6%
|
60.2%
|
825
|
31.52%
|
|
|
2038
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$1.44B
|
+$150M
|
+12%
|
16%
|
80%
|
830
|
15.9%
|
|
|
2039
|
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
|
$1.44B
|
-$116M
|
-7%
|
21.8%
|
79.2%
|
38
|
31.58%
|
|
|
2040
|
Clean Energy Transition
London,
United Kingdom
|
$1.44B
|
-$101M
|
-7%
|
21.6%
|
129%
|
17
|
29.41%
|
|
|
2041
|
Soma Equity Partners
San Francisco,
California
|
$1.44B
|
+$79.5M
|
+6%
|
35.6%
|
151%
|
30
|
53.33%
|
|
|
2042
|
Unison Advisors
Washington,
District of Columbia
|
$1.43B
|
+$116M
|
+9%
|
9.18%
|
54.6%
|
185
|
11.89%
|
|
|
2043
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.43B
|
+$163M
|
+13%
|
15%
|
90.8%
|
1,388
|
16.43%
|
|
|
2044
|
Value Partners Investments
Winnipeg,
Manitoba, Canada
|
$1.43B
|
+$121M
|
+9%
|
9.35%
|
33.9%
|
110
|
10%
|
|
|
2045
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$1.43B
|
+$188M
|
+15%
|
26.5%
|
87.2%
|
141
|
8.51%
|
|
|
2046
|
Washington Trust Bank
Spokane,
Washington
|
$1.43B
|
+$75.2M
|
+6%
|
14.5%
|
80.5%
|
218
|
10.55%
|
|
|
2047
|
|
$1.43B
|
+$67.5M
|
+5%
|
15.8%
|
156%
|
122
|
10.66%
|
|
|
2048
|
|
$1.43B
|
+$640M
|
+81%
|
90.4%
|
–
|
1
|
0%
|
|
|
2049
|
Tompkins Financial
Ithaca,
New York
|
$1.43B
|
+$173M
|
+14%
|
13.2%
|
74.1%
|
601
|
14.81%
|
|
|
2050
|
Summit Financial Strategies
Columbus,
Ohio
|
$1.42B
|
+$156M
|
+12%
|
11.5%
|
57.8%
|
189
|
18.52%
|
|