|
2026
|
Roundview Capital
Princeton,
New Jersey
|
$159M
|
–
|
–
|
|
|
108
|
|
|
|
2027
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$159M
|
–
|
–
|
|
|
52
|
|
|
|
2028
|
Research Affiliates
Newport Beach,
California
|
$159M
|
–
|
–
|
|
|
16
|
|
|
|
2029
|
Sterneck Capital Management
Kansas City,
Missouri
|
$158M
|
–
|
–
|
|
|
151
|
|
|
|
2030
|
Otter Creek Management
West Palm Beach,
Florida
|
$158M
|
–
|
–
|
|
|
58
|
|
|
|
2031
|
Pacifica Capital Investments
Leander,
Texas
|
$158M
|
–
|
–
|
|
|
13
|
|
|
|
2032
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$158M
|
–
|
–
|
|
|
53
|
|
|
|
2033
|
Windsor Financial Group
Minneapolis,
Minnesota
|
$158M
|
–
|
–
|
|
|
69
|
|
|
|
2034
|
M3F Inc
Salt Lake City,
Utah
|
$158M
|
–
|
–
|
|
|
43
|
|
|
|
2035
|
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
|
$158M
|
–
|
–
|
|
|
33
|
|
|
|
2036
|
Compass Efficient Model Portfolios
Brentwood,
Tennessee
|
$157M
|
–
|
–
|
|
|
91
|
|
|
|
2037
|
Timpani Capital Management
Milwaukee,
Wisconsin
|
$157M
|
–
|
–
|
|
|
82
|
|
|
|
2038
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$157M
|
–
|
–
|
|
|
284
|
|
|
|
2039
|
Family Capital Trust
Peabody,
Massachusetts
|
$157M
|
–
|
–
|
|
|
97
|
|
|
|
2040
|
Grandmaster Capital Management
San Francisco,
California
|
$157M
|
–
|
–
|
|
|
20
|
|
|
|
2041
|
Financial Advisory Group
Houston,
Texas
|
$157M
|
–
|
–
|
|
|
42
|
|
|
|
2042
|
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
|
$157M
|
–
|
–
|
|
|
9
|
|
|
|
2043
|
Gary Goldberg Planning Services
Suffern,
New York
|
$157M
|
–
|
–
|
|
|
367
|
|
|
|
2044
|
|
$156M
|
–
|
–
|
|
|
130
|
|
|
|
2045
|
KSA Capital Management
Morristown,
New Jersey
|
$156M
|
–
|
–
|
|
|
36
|
|
|
|
2046
|
Dillon & Associates
Jackson,
Michigan
|
$156M
|
–
|
–
|
|
|
61
|
|
|
|
2047
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$156M
|
–
|
–
|
|
|
232
|
|
|
|
2048
|
Flowering Tree Investment Management
Singapore
|
$156M
|
–
|
–
|
|
|
6
|
|
|
|
2049
|
Del Mar Asset Management
New York
|
$156M
|
–
|
–
|
|
|
32
|
|
|
|
2050
|
Willow Street Advisors
Naples,
Florida
|
$156M
|
–
|
–
|
|
|
145
|
|
|