|
2026
|
HSG Holding
Na,
Hong Kong
|
$432M
|
+$15.3M
|
+4%
|
|
|
13
|
|
|
|
2027
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$431M
|
-$147M
|
-25%
|
|
|
450
|
|
|
|
2028
|
Professional Advisory Services
Vero Beach,
Florida
|
$431M
|
-$131M
|
-23%
|
|
|
73
|
|
|
|
2029
|
Planning Alternatives
Birmingham,
Michigan
|
$431M
|
-$143M
|
-25%
|
|
|
54
|
|
|
|
2030
|
Cinctive Capital Management
New York
|
$430M
|
-$502M
|
-54%
|
|
|
293
|
|
|
|
2031
|
10-15 Associates
Goshen,
New York
|
$429M
|
-$101M
|
-19%
|
|
|
108
|
|
|
|
2032
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$429M
|
-$148M
|
-26%
|
|
|
790
|
|
|
|
2033
|
Foresite Capital Management II
Larkspur,
California
|
$428M
|
-$179M
|
-29%
|
|
|
6
|
|
|
|
2034
|
Strategic Investment Management
Arlington,
Virginia
|
$428M
|
-$111M
|
-21%
|
|
|
19
|
|
|
|
2035
|
RVW Wealth
Los Angeles,
California
|
$428M
|
-$29.2M
|
-6%
|
|
|
107
|
|
|
|
2036
|
Darrell & King
Charlottesville,
Virginia
|
$428M
|
–
|
–
|
|
|
38
|
|
|
|
2037
|
Nexpoint Asset Management
Dallas,
Texas
|
$427M
|
-$648M
|
-60%
|
|
|
330
|
|
|
|
2038
|
Chiron Investment Management
New York
|
$426M
|
-$282M
|
-40%
|
|
|
84
|
|
|
|
2039
|
London & Capital Asset Management
London,
United Kingdom
|
$426M
|
-$196M
|
-32%
|
|
|
98
|
|
|
|
2040
|
Oakworth Capital
Birmingham,
Alabama
|
$426M
|
-$144M
|
-25%
|
|
|
587
|
|
|
|
2041
|
Navellier & Associates
Reno,
Nevada
|
$426M
|
-$195M
|
-31%
|
|
|
308
|
|
|
|
2042
|
Penobscot Investment Management
Boston,
Massachusetts
|
$425M
|
-$108M
|
-20%
|
|
|
197
|
|
|
|
2043
|
Accredited Investors
Edina,
Minnesota
|
$425M
|
-$164M
|
-28%
|
|
|
155
|
|
|
|
2044
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$424M
|
-$36.4M
|
-8%
|
|
|
247
|
|
|
|
2045
|
Signet Financial Management
Parsippany,
New Jersey
|
$424M
|
-$111M
|
-21%
|
|
|
272
|
|
|
|
2046
|
Cardano Risk Management
Rotterdam,
Netherlands
|
$422M
|
-$248M
|
-37%
|
|
|
5
|
|
|
|
2047
|
Arrow Financial
Glens Falls,
New York
|
$422M
|
-$91.1M
|
-18%
|
|
|
330
|
|
|
|
2048
|
Vista Capital Partners
Portland,
Oregon
|
$422M
|
-$112M
|
-21%
|
|
|
67
|
|
|
|
2049
|
JLB & Associates
Plymouth,
Michigan
|
$422M
|
-$123M
|
-23%
|
|
|
73
|
|
|
|
2050
|
Parkwood LLC
Cleveland,
Ohio
|
$421M
|
-$55.9M
|
-12%
|
|
|
100
|
|
|