|
2026
|
Circle Wealth Management
Summit,
New Jersey
|
$698M
|
+$100M
|
+17%
|
|
|
226
|
|
|
|
2027
|
Nalanda India Equity Fund
Mauritius
|
$698M
|
+$49M
|
+8%
|
|
|
2
|
|
|
|
2028
|
Hartline Investment Corp
Winnetka,
Illinois
|
$697M
|
+$105M
|
+18%
|
|
|
123
|
|
|
|
2029
|
Marco Investment Management
Atlanta,
Georgia
|
$697M
|
+$86.6M
|
+14%
|
|
|
194
|
|
|
|
2030
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$696M
|
-$99.7M
|
-13%
|
|
|
5
|
|
|
|
2031
|
Wesleyan Assurance Society
Birmingham,
United Kingdom
|
$696M
|
+$88.5M
|
+15%
|
|
|
94
|
|
|
|
2032
|
Weatherly Asset Management
Del Mar,
California
|
$696M
|
+$76.3M
|
+12%
|
|
|
189
|
|
|
|
2033
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$696M
|
+$111M
|
+19%
|
|
|
812
|
|
|
|
2034
|
Engle Capital Management
Greenwich,
Connecticut
|
$695M
|
+$61.4M
|
+10%
|
|
|
29
|
|
|
|
2035
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$694M
|
+$133M
|
+24%
|
|
|
641
|
|
|
|
2036
|
Checchi Capital Advisers
Beverly Hills,
California
|
$693M
|
+$122M
|
+21%
|
|
|
500
|
|
|
|
2037
|
Segment Wealth Management
Houston,
Texas
|
$693M
|
+$76.9M
|
+12%
|
|
|
213
|
|
|
|
2038
|
Sandler Capital Management
New York
|
$692M
|
+$43.4M
|
+7%
|
|
|
100
|
|
|
|
2039
|
Regents of the University of California
Oakland,
California
|
$692M
|
-$26.8M
|
-4%
|
|
|
33
|
|
|
|
2040
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$690M
|
+$77.4M
|
+13%
|
|
|
62
|
|
|
|
2041
|
CCM Investment Advisers
Columbia,
South Carolina
|
$690M
|
+$74.8M
|
+12%
|
|
|
68
|
|
|
|
2042
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$690M
|
+$50M
|
+8%
|
|
|
375
|
|
|
|
2043
|
Oxford Financial Group
Carmel,
Indiana
|
$690M
|
+$70.1M
|
+11%
|
|
|
219
|
|
|
|
2044
|
Skylands Capital
Milwaukee,
Wisconsin
|
$690M
|
+$89.8M
|
+15%
|
|
|
140
|
|
|
|
2045
|
Investure LLC
Charlottesville,
Virginia
|
$689M
|
-$13.2M
|
-2%
|
|
|
13
|
|
|
|
2046
|
First Business Financial Services
Madison,
Wisconsin
|
$688M
|
+$89.1M
|
+15%
|
|
|
127
|
|
|
|
2047
|
Nottingham Advisors
Amherst,
New York
|
$688M
|
-$86M
|
-11%
|
|
|
143
|
|
|
|
2048
|
Campbell Wealth Management
Alexandria,
Virginia
|
$686M
|
+$74M
|
+12%
|
|
|
66
|
|
|
|
2049
|
Crescent Park Management
East Palo Alto,
California
|
$685M
|
+$89M
|
+15%
|
|
|
32
|
|
|
|
2050
|
Dundas Partners
Edinburgh,
United Kingdom
|
$684M
|
+$186M
|
+37%
|
|
|
34
|
|
|