|
2026
|
De Burlo Group
Boston,
Massachusetts
|
$448M
|
-$12.7M
|
-3%
|
|
|
118
|
|
|
|
2027
|
Precocity Capital
Stamford,
Connecticut
|
$447M
|
+$30.1M
|
+7%
|
|
|
69
|
|
|
|
2028
|
King Street Capital Management
New York
|
$447M
|
+$50.6M
|
+13%
|
|
|
15
|
|
|
|
2029
|
WFM Asia
Road Town, Tortola,
British Virgin Islands
|
$446M
|
+$92.8M
|
+26%
|
|
|
6
|
|
|
|
2030
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$446M
|
+$41.5M
|
+10%
|
|
|
405
|
|
|
|
2031
|
Argyll Research
Wilmington,
Delaware
|
$446M
|
-$19.5M
|
-4%
|
|
|
5
|
|
|
|
2032
|
Novare Capital Management
Charlotte,
North Carolina
|
$444M
|
+$12.6M
|
+3%
|
|
|
131
|
|
|
|
2033
|
Indaba Capital Management
San Francisco,
California
|
$444M
|
+$139M
|
+46%
|
|
|
22
|
|
|
|
2034
|
Flippin Bruce & Porter
Lynchburg,
Virginia
|
$444M
|
+$11.2M
|
+3%
|
|
|
76
|
|
|
|
2035
|
ACK Asset Management
Greenwich,
Connecticut
|
$443M
|
+$106M
|
+31%
|
|
|
38
|
|
|
|
2036
|
Dynamic Capital Management
St. Helier,
Jersey
|
$443M
|
-$174M
|
-28%
|
|
|
357
|
|
|
|
2037
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$442M
|
+$26.1M
|
+6%
|
|
|
180
|
|
|
|
2038
|
Adell Harriman & Carpenter
Houston,
Texas
|
$442M
|
+$6.33M
|
+1%
|
|
|
155
|
|
|
|
2039
|
WFG Advisors
Dallas,
Texas
|
$442M
|
+$67.1M
|
+18%
|
|
|
1,775
|
|
|
|
2040
|
Matrix VIII US Management
Cambridge,
Massachusetts
|
$442M
|
-$183M
|
-29%
|
|
|
1
|
|
|
|
2041
|
|
$441M
|
+$20.8M
|
+5%
|
|
|
17
|
|
|
|
2042
|
Estate Counselors
Thiensville,
Wisconsin
|
$441M
|
+$56M
|
+15%
|
|
|
69
|
|
|
|
2043
|
Tygh Capital Management
Portland,
Oregon
|
$441M
|
+$13.2M
|
+3%
|
|
|
110
|
|
|
|
2044
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$440M
|
+$115M
|
+36%
|
|
|
144
|
|
|
|
2045
|
Numina Capital Management
New York
|
$440M
|
+$81.8M
|
+23%
|
|
|
37
|
|
|
|
2046
|
Bridges Investment Counsel
Omaha,
Nebraska
|
$440M
|
+$98.1M
|
+29%
|
|
|
150
|
|
|
|
2047
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$440M
|
+$16.5M
|
+4%
|
|
|
488
|
|
|
|
2048
|
Venturi Wealth Management
Austin,
Texas
|
$440M
|
+$7.01M
|
+2%
|
|
|
214
|
|
|
|
2049
|
|
$439M
|
-$11.2M
|
-2%
|
|
|
16
|
|
|
|
2050
|
Catawba Capital Management
Roanoke,
Virginia
|
$439M
|
-$19.5M
|
-4%
|
|
|
269
|
|
|