|
2026
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$513M
|
+$52.1M
|
+11%
|
|
|
202
|
|
|
|
2027
|
Salient Private Client
Houston,
Texas
|
$513M
|
-$81.5M
|
-14%
|
|
|
125
|
|
|
|
2028
|
Starr International Company
Zug,
Switzerland
|
$513M
|
-$444M
|
-46%
|
|
|
24
|
|
|
|
2029
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$512M
|
+$19.2M
|
+4%
|
|
|
142
|
|
|
|
2030
|
Schneider Capital Management
Berwyn,
Pennsylvania
|
$512M
|
+$2.44M
|
+0.5%
|
|
|
56
|
|
|
|
2031
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$511M
|
+$24.7M
|
+5%
|
|
|
197
|
|
|
|
2032
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$511M
|
+$243M
|
+91%
|
|
|
407
|
|
|
|
2033
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$510M
|
-$22M
|
-4%
|
|
|
246
|
|
|
|
2034
|
Fiduciary Group
Savannah,
Georgia
|
$510M
|
+$37.2M
|
+8%
|
|
|
180
|
|
|
|
2035
|
Community Bank
Dewitt,
New York
|
$509M
|
-$26.3M
|
-5%
|
|
|
543
|
|
|
|
2036
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$509M
|
+$32.2M
|
+7%
|
|
|
201
|
|
|
|
2037
|
Globeflex Capital
San Diego,
California
|
$509M
|
+$18.7M
|
+4%
|
|
|
477
|
|
|
|
2038
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$508M
|
+$42.4M
|
+9%
|
|
|
60
|
|
|
|
2039
|
First Mercantile Trust
Cordova,
Tennessee
|
$508M
|
+$7.74M
|
+2%
|
|
|
984
|
|
|
|
2040
|
NextCapital Advisers
Chicago,
Illinois
|
$508M
|
+$198M
|
+64%
|
|
|
24
|
|
|
|
2041
|
Spinnaker Capital
Boston,
Massachusetts
|
$508M
|
+$139M
|
+38%
|
|
|
3
|
|
|
|
2042
|
|
$507M
|
+$146M
|
+41%
|
|
|
119
|
|
|
|
2043
|
Professional Advisory Services
Vero Beach,
Florida
|
$507M
|
+$22.5M
|
+5%
|
|
|
68
|
|
|
|
2044
|
Daiwa SB Investments
Tokyo,
Japan
|
$506M
|
+$95.9M
|
+23%
|
|
|
270
|
|
|
|
2045
|
Yakira Capital Management
Westport,
Connecticut
|
$506M
|
+$112M
|
+29%
|
|
|
158
|
|
|
|
2046
|
Ancient Art
Austin,
Texas
|
$505M
|
-$26.8M
|
-5%
|
|
|
13
|
|
|
|
2047
|
Intel Corp
Santa Clara,
California
|
$505M
|
+$79.8M
|
+19%
|
|
|
10
|
|
|
|
2048
|
Salesforce Inc
San Francisco,
California
|
$505M
|
+$52.6M
|
+12%
|
|
|
5
|
|
|
|
2049
|
Everence Capital Management
Goshen,
Indiana
|
$504M
|
+$30.5M
|
+6%
|
|
|
459
|
|
|
|
2050
|
Northstar Investment Advisors
Denver,
Colorado
|
$503M
|
+$25M
|
+5%
|
|
|
118
|
|
|