|
2026
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$765M
|
+$69M
|
+10%
|
|
|
376
|
|
|
|
2027
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$765M
|
+$53M
|
+7%
|
|
|
459
|
|
|
|
2028
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$763M
|
+$48.8M
|
+7%
|
|
|
387
|
|
|
|
2029
|
Wallace Capital Management
Dallas,
Texas
|
$763M
|
+$104M
|
+16%
|
|
|
70
|
|
|
|
2030
|
Maltese Capital Management
New York
|
$763M
|
+$121M
|
+19%
|
|
|
181
|
|
|
|
2031
|
Tensile Capital Management
Larkspur,
California
|
$762M
|
-$90.1M
|
-11%
|
|
|
19
|
|
|
|
2032
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$762M
|
+$33.1M
|
+5%
|
|
|
71
|
|
|
|
2033
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$761M
|
+$40.2M
|
+6%
|
|
|
181
|
|
|
|
2034
|
Summit Financial
Parsippany,
New Jersey
|
$758M
|
+$47.1M
|
+7%
|
|
|
57
|
|
|
|
2035
|
Phocas Financial Corp
Alameda,
California
|
$758M
|
+$104M
|
+16%
|
|
|
226
|
|
|
|
2036
|
Presima Securities
Montreal,
Quebec, Canada
|
$758M
|
+$80.2M
|
+12%
|
|
|
56
|
|
|
|
2037
|
SPC Financial Inc
Rockville,
Maryland
|
$758M
|
+$47.2M
|
+7%
|
|
|
175
|
|
|
|
2038
|
Blue Whale Capital
London,
United Kingdom
|
$758M
|
+$55.4M
|
+8%
|
|
|
20
|
|
|
|
2039
|
E-L Financial Corp
Toronto,
Ontario, Canada
|
$757M
|
+$31.8M
|
+4%
|
|
|
1
|
|
|
|
2040
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$757M
|
-$7.13M
|
-0.9%
|
|
|
359
|
|
|
|
2041
|
Third Avenue Management
New York
|
$756M
|
+$43.4M
|
+6%
|
|
|
65
|
|
|
|
2042
|
CDAM (UK)
London,
United Kingdom
|
$756M
|
+$100M
|
+15%
|
|
|
14
|
|
|
|
2043
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$756M
|
+$95.1M
|
+14%
|
|
|
994
|
|
|
|
2044
|
St. James Investment Company
Southlake,
Texas
|
$755M
|
-$20.3M
|
-3%
|
|
|
38
|
|
|
|
2045
|
SeaCrest Wealth Management
Purchase,
New York
|
$755M
|
+$44M
|
+6%
|
|
|
696
|
|
|
|
2046
|
Aigen Investment Management
New York
|
$755M
|
-$11.4M
|
-1%
|
|
|
1,003
|
|
|
|
2047
|
TD Capital Management
Memphis,
Tennessee
|
$755M
|
+$30.1M
|
+4%
|
|
|
342
|
|
|
|
2048
|
Sandbar Asset Management
London,
United Kingdom
|
$754M
|
+$129M
|
+21%
|
|
|
70
|
|
|
|
2049
|
Arrow Financial
Glens Falls,
New York
|
$754M
|
+$239M
|
+47%
|
|
|
328
|
|
|
|
2050
|
ACG Wealth
Atlanta,
Georgia
|
$754M
|
+$29.8M
|
+4%
|
|
|
335
|
|
|