|
2026
|
HoyleCohen
San Diego,
California
|
$496M
|
+$2.82M
|
+0.6%
|
|
|
168
|
|
|
|
2027
|
Tiger Eye Capital
Nashville,
Tennessee
|
$496M
|
+$40.5M
|
+9%
|
|
|
46
|
|
|
|
2028
|
Deltec Asset Management
New York
|
$495M
|
-$5.91M
|
-1%
|
|
|
208
|
|
|
|
2029
|
Connable Office Inc
Kalamazoo,
Michigan
|
$493M
|
-$15.3M
|
-3%
|
|
|
182
|
|
|
|
2030
|
Alphinity Investment Management
Sydney,
Australia
|
$493M
|
+$52.4M
|
+12%
|
|
|
32
|
|
|
|
2031
|
Cobiz Wealth
Denver,
Colorado
|
$493M
|
+$20M
|
+4%
|
|
|
136
|
|
|
|
2032
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$493M
|
+$14.8M
|
+3%
|
|
|
146
|
|
|
|
2033
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$492M
|
+$32.2M
|
+7%
|
|
|
374
|
|
|
|
2034
|
Vestor Capital
Chicago,
Illinois
|
$492M
|
+$9.13M
|
+2%
|
|
|
123
|
|
|
|
2035
|
Beach Point Capital Management
Santa Monica,
California
|
$491M
|
+$43.8M
|
+10%
|
|
|
44
|
|
|
|
2036
|
Edgestream Partners
Princeton,
New Jersey
|
$491M
|
-$18.8M
|
-4%
|
|
|
309
|
|
|
|
2037
|
Globeflex Capital
San Diego,
California
|
$490M
|
+$17.5M
|
+4%
|
|
|
469
|
|
|
|
2038
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$489M
|
+$20.4M
|
+4%
|
|
|
202
|
|
|
|
2039
|
Garelick Capital Partners
Boston,
Massachusetts
|
$489M
|
+$57.4M
|
+13%
|
|
|
34
|
|
|
|
2040
|
Trigran Investments
Northbrook,
Illinois
|
$488M
|
+$14.9M
|
+3%
|
|
|
22
|
|
|
|
2041
|
Windham Capital Management
Boston,
Massachusetts
|
$488M
|
-$10.4M
|
-2%
|
|
|
27
|
|
|
|
2042
|
WealthPLAN Partners
Omaha,
Nebraska
|
$488M
|
+$32.2M
|
+7%
|
|
|
276
|
|
|
|
2043
|
Newtyn Management
New York
|
$487M
|
-$41.1M
|
-8%
|
|
|
29
|
|
|
|
2044
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$487M
|
+$3.26M
|
+0.7%
|
|
|
635
|
|
|
|
2045
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$486M
|
+$16.2M
|
+3%
|
|
|
83
|
|
|
|
2046
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$486M
|
+$46.5M
|
+11%
|
|
|
201
|
|
|
|
2047
|
|
$486M
|
-$109M
|
-18%
|
|
|
44
|
|
|
|
2048
|
IFG Advisory
Atlanta,
Georgia
|
$485M
|
+$37.1M
|
+8%
|
|
|
360
|
|
|
|
2049
|
RiverPark Advisors
New York
|
$485M
|
-$34.1M
|
-7%
|
|
|
72
|
|
|
|
2050
|
AJ Wealth Strategies
New York
|
$485M
|
+$66M
|
+16%
|
|
|
105
|
|
|