|
2026
|
Zhang Financial
Portage,
Michigan
|
$663M
|
+$40.2M
|
+6%
|
|
|
230
|
|
|
|
2027
|
Sandia Investment Management
Boston,
Massachusetts
|
$663M
|
-$62M
|
-9%
|
|
|
364
|
|
|
|
2028
|
Tanglewood Wealth Management
Houston,
Texas
|
$662M
|
-$78.9M
|
-11%
|
|
|
32
|
|
|
|
2029
|
LTS One Management
New York
|
$662M
|
-$127M
|
-16%
|
|
|
5
|
|
|
|
2030
|
Magnolia Group
Omaha,
Nebraska
|
$662M
|
-$16.1M
|
-2%
|
|
|
11
|
|
|
|
2031
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$661M
|
-$28.4M
|
-4%
|
|
|
171
|
|
|
|
2032
|
|
$661M
|
-$473M
|
-42%
|
|
|
1,175
|
|
|
|
2033
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$661M
|
-$26.6M
|
-4%
|
|
|
242
|
|
|
|
2034
|
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
|
$661M
|
+$60.1M
|
+10%
|
|
|
2
|
|
|
|
2035
|
Verus Financial Partners
Richmond,
Virginia
|
$661M
|
-$37.1M
|
-5%
|
|
|
108
|
|
|
|
2036
|
Hazelview Securities
Toronto,
Ontario, Canada
|
$660M
|
-$84.9M
|
-11%
|
|
|
30
|
|
|
|
2037
|
Oak Ridge Investments
Chicago,
Illinois
|
$660M
|
-$27.4M
|
-4%
|
|
|
161
|
|
|
|
2038
|
Marcum Wealth
Cleveland,
Ohio
|
$659M
|
-$8.8M
|
-1%
|
|
|
415
|
|
|
|
2039
|
Smith, Moore & Co
Clayton,
Missouri
|
$659M
|
+$10.5M
|
+2%
|
|
|
418
|
|
|
|
2040
|
SeaCrest Wealth Management
Purchase,
New York
|
$659M
|
-$136M
|
-17%
|
|
|
1,642
|
|
|
|
2041
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$658M
|
+$17.7M
|
+3%
|
|
|
248
|
|
|
|
2042
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$658M
|
-$12.2M
|
-2%
|
|
|
578
|
|
|
|
2043
|
AWM Investment Company
New York
|
$658M
|
+$22.9M
|
+4%
|
|
|
128
|
|
|
|
2044
|
SeaTown Holdings
Singapore
|
$657M
|
+$196M
|
+43%
|
|
|
72
|
|
|
|
2045
|
Middleton & Co
Boston,
Massachusetts
|
$657M
|
-$123M
|
-16%
|
|
|
163
|
|
|
|
2046
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$657M
|
-$36.3M
|
-5%
|
|
|
296
|
|
|
|
2047
|
Ashford Capital Management
Wilmington,
Delaware
|
$656M
|
-$48.1M
|
-7%
|
|
|
98
|
|
|
|
2048
|
Community Bank
Dewitt,
New York
|
$655M
|
-$43.3M
|
-6%
|
|
|
711
|
|
|
|
2049
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$655M
|
-$1.13M
|
-0.2%
|
|
|
182
|
|
|
|
2050
|
Private Capital Management (Florida)
Naples,
Florida
|
$655M
|
+$23.7M
|
+4%
|
|
|
136
|
|
|