|
2026
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$360M
|
+$80.5M
|
+29%
|
|
|
94
|
|
|
|
2027
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$359M
|
+$31.7M
|
+10%
|
|
|
536
|
|
|
|
2028
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$359M
|
-$29M
|
-7%
|
|
|
141
|
|
|
|
2029
|
McDaniel Terry & Co
Austin,
Texas
|
$359M
|
-$38.1M
|
-10%
|
|
|
49
|
|
|
|
2030
|
Oakwood Capital Management
Los Angeles,
California
|
$358M
|
-$25.9M
|
-7%
|
|
|
102
|
|
|
|
2031
|
Parthenon LLC
Louisville,
Kentucky
|
$358M
|
-$20.5M
|
-5%
|
|
|
110
|
|
|
|
2032
|
Agran Libbie
Santa Monica,
California
|
$358M
|
-$26.7M
|
-7%
|
|
|
125
|
|
|
|
2033
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$358M
|
-$62.4M
|
-15%
|
|
|
176
|
|
|
|
2034
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$358M
|
+$5.2M
|
+1%
|
|
|
168
|
|
|
|
2035
|
Foundation Asset Management
White Plains,
New York
|
$356M
|
-$4.12M
|
-1%
|
|
|
23
|
|
|
|
2036
|
Ridgegate Proprietary
Sydney,
Australia
|
$356M
|
-$32.7M
|
-8%
|
|
|
3
|
|
|
|
2037
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$356M
|
-$34.7M
|
-9%
|
|
|
278
|
|
|
|
2038
|
Ellington Management Group
Old Greenwich,
Connecticut
|
$355M
|
-$54M
|
-13%
|
|
|
1,084
|
|
|
|
2039
|
Quentec Asset Management
New York
|
$355M
|
-$18.9M
|
-5%
|
|
|
62
|
|
|
|
2040
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$355M
|
-$33.4M
|
-9%
|
|
|
55
|
|
|
|
2041
|
William Harris Investors
Chicago,
Illinois
|
$354M
|
-$5.41M
|
-2%
|
|
|
97
|
|
|
|
2042
|
Arrow Financial
Glens Falls,
New York
|
$352M
|
-$17.3M
|
-5%
|
|
|
357
|
|
|
|
2043
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$351M
|
-$20M
|
-5%
|
|
|
107
|
|
|
|
2044
|
High Point Bank & Trust
High Point,
North Carolina
|
$351M
|
+$13.1M
|
+4%
|
|
|
435
|
|
|
|
2045
|
|
$351M
|
-$96.5M
|
-22%
|
|
|
40
|
|
|
|
2046
|
Scoria Capital Partners
Stamford,
Connecticut
|
$350M
|
-$160M
|
-31%
|
|
|
195
|
|
|
|
2047
|
Brookmont Capital Management
Dallas,
Texas
|
$350M
|
-$45.4M
|
-11%
|
|
|
60
|
|
|
|
2048
|
|
$349M
|
-$79.9M
|
-19%
|
|
|
14
|
|
|
|
2049
|
ARGA Investment Management
Stamford,
Connecticut
|
$349M
|
-$21.3M
|
-6%
|
|
|
43
|
|
|
|
2050
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$348M
|
+$37.2M
|
+12%
|
|
|
40
|
|
|