|
2026
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$833M
|
+$72.8M
|
+10%
|
|
|
571
|
|
|
|
2027
|
Diameter Capital Partners
New York
|
$831M
|
-$245M
|
-23%
|
|
|
194
|
|
|
|
2028
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$829M
|
-$57.7M
|
-7%
|
|
|
99
|
|
|
|
2029
|
Citizens Business Bank
Ontario,
California
|
$828M
|
+$11.8M
|
+1%
|
|
|
262
|
|
|
|
2030
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$828M
|
-$58.7M
|
-7%
|
|
|
122
|
|
|
|
2031
|
Strategy Capital
Los Altos,
California
|
$828M
|
-$229M
|
-22%
|
|
|
8
|
|
|
|
2032
|
Pura Vida Investments
New York
|
$828M
|
-$131M
|
-14%
|
|
|
264
|
|
|
|
2033
|
Skylands Capital
Milwaukee,
Wisconsin
|
$826M
|
-$40M
|
-5%
|
|
|
155
|
|
|
|
2034
|
L1 Capital
Melbourne VIC 3000,
Australia
|
$826M
|
-$40.2M
|
-5%
|
|
|
17
|
|
|
|
2035
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$826M
|
-$12.2M
|
-1%
|
|
|
2,811
|
|
|
|
2036
|
Handelsinvest Investeringsforvaltning
Herning,
Denmark
|
$826M
|
-$159M
|
-16%
|
|
|
115
|
|
|
|
2037
|
Makena Capital Management
Menlo Park,
California
|
$824M
|
-$60.2M
|
-7%
|
|
|
52
|
|
|
|
2038
|
Coastline Trust
Providence,
Rhode Island
|
$823M
|
-$53.3M
|
-6%
|
|
|
338
|
|
|
|
2039
|
Sapience Investments
Newport Beach,
California
|
$823M
|
-$54.8M
|
-6%
|
|
|
90
|
|
|
|
2040
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$823M
|
+$51.1M
|
+7%
|
|
|
715
|
|
|
|
2041
|
Advance Capital Management
Southfield,
Michigan
|
$823M
|
+$334M
|
+68%
|
|
|
96
|
|
|
|
2042
|
Campbell Wealth Management
Alexandria,
Virginia
|
$822M
|
-$52.6M
|
-6%
|
|
|
83
|
|
|
|
2043
|
Wesleyan Assurance Society
Birmingham,
United Kingdom
|
$821M
|
-$24.2M
|
-3%
|
|
|
96
|
|
|
|
2044
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$818M
|
-$42.3M
|
-5%
|
|
|
1,069
|
|
|
|
2045
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$816M
|
-$68.5M
|
-8%
|
|
|
489
|
|
|
|
2046
|
Cypress Capital
Franklin,
Tennessee
|
$816M
|
-$61.3M
|
-7%
|
|
|
227
|
|
|
|
2047
|
Harvey Investment Company
Louisville,
Kentucky
|
$816M
|
-$47.8M
|
-6%
|
|
|
95
|
|
|
|
2048
|
Gemmer Asset Management
Walnut Creek,
California
|
$815M
|
-$33.5M
|
-4%
|
|
|
1,339
|
|
|
|
2049
|
WBH Advisory
Baltimore,
Maryland
|
$815M
|
-$61.9M
|
-7%
|
|
|
328
|
|
|
|
2050
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$814M
|
-$81.2M
|
-9%
|
|
|
657
|
|
|