|
2026
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$512M
|
-$68.2M
|
-12%
|
|
|
207
|
|
|
|
2027
|
Caprock Group
Boise,
Idaho
|
$512M
|
+$603K
|
+0.1%
|
|
|
384
|
|
|
|
2028
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$512M
|
+$15.1M
|
+3%
|
|
|
277
|
|
|
|
2029
|
Regal Investment Advisors
Kentwood,
Michigan
|
$512M
|
-$1.57M
|
-0.3%
|
|
|
342
|
|
|
|
2030
|
Thompson Investment Management
Madison,
Wisconsin
|
$511M
|
-$822K
|
-0.2%
|
|
|
190
|
|
|
|
2031
|
Segment Wealth Management
Houston,
Texas
|
$511M
|
+$19.5M
|
+4%
|
|
|
208
|
|
|
|
2032
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$511M
|
+$8.79M
|
+2%
|
|
|
213
|
|
|
|
2033
|
Signet Financial Management
Parsippany,
New Jersey
|
$511M
|
+$6.43M
|
+1%
|
|
|
249
|
|
|
|
2034
|
Exane Derivatives
Paris,
France
|
$510M
|
-$5.62M
|
-1%
|
|
|
688
|
|
|
|
2035
|
Jacobs Asset Management
New York
|
$510M
|
-$29.1M
|
-5%
|
|
|
58
|
|
|
|
2036
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$510M
|
+$28.3M
|
+6%
|
|
|
2,037
|
|
|
|
2037
|
Lingotto Investment Management
London,
United Kingdom
|
$510M
|
+$13.5M
|
+3%
|
|
|
7
|
|
|
|
2038
|
Granite Investment Advisors
Concord,
New Hampshire
|
$510M
|
-$22M
|
-4%
|
|
|
173
|
|
|
|
2039
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$510M
|
+$12.1M
|
+2%
|
|
|
206
|
|
|
|
2040
|
Summit Partners
Boston,
Massachusetts
|
$509M
|
-$51.4M
|
-9%
|
|
|
8
|
|
|
|
2041
|
|
$508M
|
-$131M
|
-21%
|
|
|
16
|
|
|
|
2042
|
Private Trust Company
Cleveland,
Ohio
|
$507M
|
+$11.4M
|
+2%
|
|
|
388
|
|
|
|
2043
|
Twele Capital Management
Minnetonka,
Minnesota
|
$507M
|
+$7.94M
|
+2%
|
|
|
46
|
|
|
|
2044
|
Nine Masts Capital
Central,
Hong Kong
|
$506M
|
-$179M
|
-26%
|
|
|
132
|
|
|
|
2045
|
Skyline Asset Management
Chicago,
Illinois
|
$506M
|
-$43.1M
|
-8%
|
|
|
61
|
|
|
|
2046
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$506M
|
+$431K
|
+0.1%
|
|
|
765
|
|
|
|
2047
|
White Mountains Advisors
Guilford,
Connecticut
|
$506M
|
+$6.42M
|
+1%
|
|
|
3
|
|
|
|
2048
|
Silvant Capital Management
Atlanta,
Georgia
|
$506M
|
-$52.3M
|
-9%
|
|
|
350
|
|
|
|
2049
|
|
$506M
|
+$1.72M
|
+0.3%
|
|
|
105
|
|
|
|
2050
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$505M
|
+$13.2M
|
+3%
|
|
|
1,113
|
|
|