|
2026
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$395M
|
+$6.78M
|
+2%
|
|
|
280
|
|
|
|
2027
|
Jacobs & Co
San Francisco,
California
|
$395M
|
+$15M
|
+4%
|
|
|
130
|
|
|
|
2028
|
Rational Advisors
Huntington,
New York
|
$394M
|
-$91.3M
|
-19%
|
|
|
569
|
|
|
|
2029
|
Bruce & Co
Chicago,
Illinois
|
$394M
|
+$32.4M
|
+9%
|
|
|
56
|
|
|
|
2030
|
Chautauqua Capital Management
Boulder,
Colorado
|
$394M
|
+$62M
|
+19%
|
|
|
25
|
|
|
|
2031
|
Archon Partners
Princeton Junction,
New Jersey
|
$394M
|
+$12.2M
|
+3%
|
|
|
73
|
|
|
|
2032
|
|
$393M
|
+$31M
|
+9%
|
|
|
34
|
|
|
|
2033
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$393M
|
-$7.26M
|
-2%
|
|
|
58
|
|
|
|
2034
|
Accredited Investors
Edina,
Minnesota
|
$393M
|
+$55M
|
+16%
|
|
|
78
|
|
|
|
2035
|
Cohen Capital Management
Corte Madera,
California
|
$393M
|
+$6.85M
|
+2%
|
|
|
133
|
|
|
|
2036
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$392M
|
+$7.11M
|
+2%
|
|
|
181
|
|
|
|
2037
|
Choreo LLC
Rockford,
Illinois
|
$392M
|
+$19.6M
|
+5%
|
|
|
159
|
|
|
|
2038
|
Northstar Investment Advisors
Denver,
Colorado
|
$392M
|
-$7.52M
|
-2%
|
|
|
119
|
|
|
|
2039
|
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
|
$391M
|
+$46.6M
|
+14%
|
|
|
182
|
|
|
|
2040
|
Hilltop Holdings
Dallas,
Texas
|
$391M
|
+$102M
|
+35%
|
|
|
351
|
|
|
|
2041
|
Connable Office Inc
Kalamazoo,
Michigan
|
$391M
|
+$19.9M
|
+5%
|
|
|
232
|
|
|
|
2042
|
Foundation Asset Management
White Plains,
New York
|
$391M
|
-$26.8M
|
-6%
|
|
|
32
|
|
|
|
2043
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$389M
|
+$1.37M
|
+0.4%
|
|
|
629
|
|
|
|
2044
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$389M
|
+$22.6M
|
+6%
|
|
|
36
|
|
|
|
2045
|
Essex Financial Services
Essex,
Connecticut
|
$389M
|
+$5.02M
|
+1%
|
|
|
346
|
|
|
|
2046
|
Red Mountain Capital Partners
Los Angeles,
California
|
$389M
|
-$21.2M
|
-5%
|
|
|
15
|
|
|
|
2047
|
Comerica Securities
Detroit,
Michigan
|
$389M
|
+$231M
|
+147%
|
|
|
328
|
|
|
|
2048
|
MDE Group
Morristown,
New Jersey
|
$389M
|
-$22.6M
|
-5%
|
|
|
63
|
|
|
|
2049
|
Emery Howard Portfolio Management
Burlingame,
California
|
$388M
|
+$42.5M
|
+12%
|
|
|
32
|
|
|
|
2050
|
Strategic Financial Services
Utica,
New York
|
$388M
|
+$20.3M
|
+6%
|
|
|
95
|
|
|