|
2026
|
Granite Investment Advisors
Concord,
New Hampshire
|
$520M
|
+$43.9M
|
+9%
|
|
|
164
|
|
|
|
2027
|
Cobiz Wealth
Denver,
Colorado
|
$519M
|
+$63.8M
|
+14%
|
|
|
129
|
|
|
|
2028
|
CWA Asset Management Group
Naples,
Florida
|
$518M
|
+$89.1M
|
+21%
|
|
|
235
|
|
|
|
2029
|
Decatur Capital Management
Decatur,
Georgia
|
$517M
|
+$73M
|
+16%
|
|
|
64
|
|
|
|
2030
|
Adams Street Partners
Chicago,
Illinois
|
$517M
|
+$39.6M
|
+8%
|
|
|
20
|
|
|
|
2031
|
Petrus Trust Company
Dallas,
Texas
|
$516M
|
+$60M
|
+13%
|
|
|
349
|
|
|
|
2032
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$516M
|
+$56.4M
|
+12%
|
|
|
131
|
|
|
|
2033
|
Connable Office Inc
Kalamazoo,
Michigan
|
$515M
|
+$62.8M
|
+14%
|
|
|
179
|
|
|
|
2034
|
Caprock Group
Boise,
Idaho
|
$515M
|
+$80.2M
|
+18%
|
|
|
413
|
|
|
|
2035
|
Kays Financial Advisory
Atlanta,
Georgia
|
$515M
|
+$75.3M
|
+17%
|
|
|
125
|
|
|
|
2036
|
Adell Harriman & Carpenter
Houston,
Texas
|
$514M
|
+$60.4M
|
+13%
|
|
|
152
|
|
|
|
2037
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$514M
|
+$59M
|
+13%
|
|
|
18
|
|
|
|
2038
|
Klingman & Associates
New York
|
$513M
|
+$68.9M
|
+16%
|
|
|
123
|
|
|
|
2039
|
FAS Wealth Partners
Leawood,
Kansas
|
$512M
|
+$75.3M
|
+17%
|
|
|
196
|
|
|
|
2040
|
Osborne Partners Capital Management
San Francisco,
California
|
$512M
|
-$156M
|
-23%
|
|
|
189
|
|
|
|
2041
|
Belpointe Asset Management
Reno,
Nevada
|
$512M
|
+$117M
|
+30%
|
|
|
612
|
|
|
|
2042
|
Bruce & Co
Chicago,
Illinois
|
$512M
|
+$42.2M
|
+9%
|
|
|
44
|
|
|
|
2043
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$511M
|
+$46.6M
|
+10%
|
|
|
93
|
|
|
|
2044
|
Parkwood LLC
Cleveland,
Ohio
|
$511M
|
+$74.6M
|
+17%
|
|
|
91
|
|
|
|
2045
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$511M
|
+$77.5M
|
+18%
|
|
|
130
|
|
|
|
2046
|
Cadinha & Co
Honolulu,
Hawaii
|
$511M
|
+$108M
|
+27%
|
|
|
113
|
|
|
|
2047
|
Signet Financial Management
Parsippany,
New Jersey
|
$511M
|
+$51.9M
|
+11%
|
|
|
243
|
|
|
|
2048
|
Randolph Company
Cincinnati,
Ohio
|
$510M
|
+$148M
|
+41%
|
|
|
44
|
|
|
|
2049
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$509M
|
+$53.1M
|
+12%
|
|
|
140
|
|
|
|
2050
|
IBM Retirement Fund
Armonk,
New York
|
$509M
|
+$70.6M
|
+16%
|
|
|
415
|
|
|