|
2026
|
BTR Capital Management
Oakland,
California
|
$886M
|
+$79.6M
|
+10%
|
|
|
177
|
|
|
|
2027
|
Voya Financial Advisors
Windsor,
Connecticut
|
$886M
|
+$68.2M
|
+8%
|
|
|
274
|
|
|
|
2028
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$885M
|
+$64.9M
|
+8%
|
|
|
514
|
|
|
|
2029
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$885M
|
-$130M
|
-13%
|
|
|
1,088
|
|
|
|
2030
|
Makena Capital Management
Menlo Park,
California
|
$884M
|
+$292M
|
+49%
|
|
|
52
|
|
|
|
2031
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$884M
|
+$128M
|
+17%
|
|
|
210
|
|
|
|
2032
|
|
$883M
|
+$16.1M
|
+2%
|
|
|
139
|
|
|
|
2033
|
Johnson & Johnson
New Brunswick,
New Jersey
|
$878M
|
-$262M
|
-23%
|
|
|
27
|
|
|
|
2034
|
Chiron Investment Management
New York
|
$878M
|
+$246M
|
+39%
|
|
|
139
|
|
|
|
2035
|
Sapience Investments
Newport Beach,
California
|
$878M
|
+$36M
|
+4%
|
|
|
91
|
|
|
|
2036
|
Narwhal Capital Management
Marietta,
Georgia
|
$878M
|
+$86.8M
|
+11%
|
|
|
169
|
|
|
|
2037
|
Cypress Capital
Franklin,
Tennessee
|
$877M
|
+$89.9M
|
+11%
|
|
|
218
|
|
|
|
2038
|
Bell Bank
Fargo,
North Dakota
|
$877M
|
+$75.5M
|
+9%
|
|
|
184
|
|
|
|
2039
|
Coastline Trust
Providence,
Rhode Island
|
$877M
|
+$72.8M
|
+9%
|
|
|
333
|
|
|
|
2040
|
WBH Advisory
Baltimore,
Maryland
|
$877M
|
+$133M
|
+18%
|
|
|
317
|
|
|
|
2041
|
Lyell Wealth Management
Menlo Park,
California
|
$876M
|
+$53.9M
|
+7%
|
|
|
195
|
|
|
|
2042
|
Campbell Wealth Management
Alexandria,
Virginia
|
$875M
|
+$128M
|
+17%
|
|
|
86
|
|
|
|
2043
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$874M
|
+$86.7M
|
+11%
|
|
|
177
|
|
|
|
2044
|
Sirios Capital Management
Boston,
Massachusetts
|
$873M
|
-$82.6M
|
-9%
|
|
|
86
|
|
|
|
2045
|
Essex Investment Management
Boston,
Massachusetts
|
$873M
|
+$58.1M
|
+7%
|
|
|
449
|
|
|
|
2046
|
Inspire Investing
Meridian,
Idaho
|
$872M
|
+$81M
|
+10%
|
|
|
826
|
|
|
|
2047
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$872M
|
+$75.1M
|
+9%
|
|
|
20
|
|
|
|
2048
|
Castle Hook Partners
New York
|
$872M
|
-$535M
|
-38%
|
|
|
96
|
|
|
|
2049
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$872M
|
+$87.5M
|
+11%
|
|
|
49
|
|
|
|
2050
|
Perpetual Investment Management
Sydney,
Australia
|
$872M
|
+$82.4M
|
+10%
|
|
|
244
|
|
|