|
2026
|
NTV Asset Management
Charleston,
West Virginia
|
$285M
|
+$9.92M
|
+4%
|
|
|
207
|
|
|
|
2027
|
Monarch Partners Asset Management
Boston,
Massachusetts
|
$284M
|
+$124M
|
+77%
|
|
|
137
|
|
|
|
2028
|
American Assets Investment Management
San Diego,
California
|
$284M
|
+$13.4M
|
+5%
|
|
|
147
|
|
|
|
2029
|
AGF Investments America
Toronto,
Ontario, Canada
|
$284M
|
-$2.75M
|
-1%
|
|
|
77
|
|
|
|
2030
|
Alta Advisers
London,
United Kingdom
|
$284M
|
+$27.6M
|
+11%
|
|
|
82
|
|
|
|
2031
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$284M
|
+$53.1M
|
+23%
|
|
|
114
|
|
|
|
2032
|
Gratry & Company
Beachwood,
Ohio
|
$283M
|
+$26.4M
|
+10%
|
|
|
70
|
|
|
|
2033
|
VNBTrust National Association
Charlottesville,
Virginia
|
$283M
|
-$28.5M
|
-9%
|
|
|
160
|
|
|
|
2034
|
Tradition Capital Management
Summit,
New Jersey
|
$283M
|
+$11.9M
|
+4%
|
|
|
138
|
|
|
|
2035
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$283M
|
+$7.47M
|
+3%
|
|
|
61
|
|
|
|
2036
|
|
$282M
|
+$6.47M
|
+2%
|
|
|
175
|
|
|
|
2037
|
SPC Financial Inc
Rockville,
Maryland
|
$282M
|
+$23.1M
|
+9%
|
|
|
107
|
|
|
|
2038
|
Welch Capital Partners
Harrison,
New York
|
$280M
|
-$5.89M
|
-2%
|
|
|
63
|
|
|
|
2039
|
Haberer Registered Investment Advisor
Cincinnati,
Ohio
|
$280M
|
-$84.7M
|
-23%
|
|
|
570
|
|
|
|
2040
|
Deer VI & Co
Larchmont,
New York
|
$279M
|
+$31.2M
|
+13%
|
|
|
3
|
|
|
|
2041
|
General Pension Society PZU Joint Stock
Warsaw,
Poland
|
$279M
|
+$137M
|
+96%
|
|
|
24
|
|
|
|
2042
|
Martin & Co
Knoxville,
Tennessee
|
$278M
|
-$226K
|
-0.1%
|
|
|
110
|
|
|
|
2043
|
Trust Company of Toledo
Holland,
Ohio
|
$278M
|
+$9.17M
|
+3%
|
|
|
199
|
|
|
|
2044
|
First American Trust
Santa Ana,
California
|
$278M
|
+$11.6M
|
+4%
|
|
|
137
|
|
|
|
2045
|
Tetrad Corporation
Omaha,
Nebraska
|
$278M
|
+$878K
|
+0.3%
|
|
|
11
|
|
|
|
2046
|
Monarch Alternative Capital
New York
|
$277M
|
+$90.8M
|
+49%
|
|
|
10
|
|
|
|
2047
|
Boltwood Capital Management
Walnut Creek,
California
|
$276M
|
+$33.3M
|
+14%
|
|
|
88
|
|
|
|
2048
|
Invicta Capital Management
New York
|
$276M
|
+$35.2M
|
+15%
|
|
|
32
|
|
|
|
2049
|
Newport Asia
San Francisco,
California
|
$276M
|
+$102M
|
+58%
|
|
|
5
|
|
|
|
2050
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$276M
|
+$32.6M
|
+13%
|
|
|
85
|
|
|