|
2026
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$441M
|
+$218M
|
+98%
|
|
|
804
|
|
|
|
2027
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$441M
|
-$41.2M
|
-9%
|
|
|
131
|
|
|
|
2028
|
JOYN Advisors
Atlanta,
Georgia
|
$441M
|
-$91.8M
|
-17%
|
|
|
1,985
|
|
|
|
2029
|
Sunriver Management
Greenwich,
Connecticut
|
$440M
|
-$44.4M
|
-9%
|
|
|
22
|
|
|
|
2030
|
Kays Financial Advisory
Atlanta,
Georgia
|
$439M
|
-$29.4M
|
-6%
|
|
|
104
|
|
|
|
2031
|
Oakworth Capital
Birmingham,
Alabama
|
$439M
|
-$61.2M
|
-12%
|
|
|
635
|
|
|
|
2032
|
Columbus Macro
New Castle,
Pennsylvania
|
$438M
|
+$34.8M
|
+9%
|
|
|
152
|
|
|
|
2033
|
Marcato Capital Management
San Francisco,
California
|
$438M
|
-$438M
|
-50%
|
|
|
25
|
|
|
|
2034
|
IBM Retirement Fund
Armonk,
New York
|
$438M
|
+$1.2M
|
+0.3%
|
|
|
454
|
|
|
|
2035
|
Evanson Asset Management
Carmel,
California
|
$438M
|
-$54.3M
|
-11%
|
|
|
247
|
|
|
|
2036
|
FAS Wealth Partners
Leawood,
Kansas
|
$437M
|
-$2.43M
|
-0.6%
|
|
|
196
|
|
|
|
2037
|
Cypress Capital Group
Palm Beach,
Florida
|
$436M
|
-$91.4M
|
-17%
|
|
|
243
|
|
|
|
2038
|
Parkwood LLC
Cleveland,
Ohio
|
$436M
|
-$154M
|
-26%
|
|
|
92
|
|
|
|
2039
|
Riverpark Capital Management
New York
|
$436M
|
-$81.9M
|
-16%
|
|
|
62
|
|
|
|
2040
|
Tang Capital Management
San Diego,
California
|
$436M
|
-$177M
|
-29%
|
|
|
8
|
|
|
|
2041
|
|
$436M
|
-$64.1M
|
-13%
|
|
|
111
|
|
|
|
2042
|
Versor Investments
New York
|
$436M
|
+$168M
|
+63%
|
|
|
363
|
|
|
|
2043
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$435M
|
-$55.3M
|
-11%
|
|
|
409
|
|
|
|
2044
|
Brightworth
Atlanta,
Georgia
|
$435M
|
-$15.7M
|
-3%
|
|
|
102
|
|
|
|
2045
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$434M
|
-$61.3M
|
-12%
|
|
|
280
|
|
|
|
2046
|
Caprock Group
Boise,
Idaho
|
$434M
|
-$57.3M
|
-12%
|
|
|
438
|
|
|
|
2047
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$434M
|
+$49.2M
|
+13%
|
|
|
83
|
|
|
|
2048
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$434M
|
+$2.56M
|
+0.6%
|
|
|
170
|
|
|
|
2049
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$433M
|
-$37.4M
|
-8%
|
|
|
127
|
|
|
|
2050
|
Daiwa SB Investments
Tokyo,
Japan
|
$433M
|
-$72.5M
|
-14%
|
|
|
268
|
|
|