|
2026
|
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
$702M
|
+$103M
|
+17%
|
|
|
30
|
|
|
|
2027
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$702M
|
+$23.9M
|
+4%
|
|
|
720
|
|
|
|
2028
|
Stairway Partners
Chicago,
Illinois
|
$701M
|
+$85.1M
|
+14%
|
|
|
10
|
|
|
|
2029
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$700M
|
+$32.2M
|
+5%
|
|
|
209
|
|
|
|
2030
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$700M
|
+$389M
|
+125%
|
|
|
1,116
|
|
|
|
2031
|
Connable Office Inc
Kalamazoo,
Michigan
|
$698M
|
+$82.8M
|
+13%
|
|
|
221
|
|
|
|
2032
|
TFG Asset Management
Grand Cayman,
Cayman Islands
|
$697M
|
-$132M
|
-16%
|
|
|
155
|
|
|
|
2033
|
Anchor Investment Management
Columbia,
South Carolina
|
$697M
|
+$52.9M
|
+8%
|
|
|
994
|
|
|
|
2034
|
SeaCrest Wealth Management
Purchase,
New York
|
$697M
|
+$38.3M
|
+6%
|
|
|
671
|
|
|
|
2035
|
Soleus Capital Management
Greenwich,
Connecticut
|
$697M
|
-$38.9M
|
-5%
|
|
|
97
|
|
|
|
2036
|
Liberty One Investment Management
Libertyville,
Illinois
|
$696M
|
+$88.2M
|
+15%
|
|
|
152
|
|
|
|
2037
|
Fernbridge Capital Management
Los Angeles,
California
|
$696M
|
-$33.7M
|
-5%
|
|
|
26
|
|
|
|
2038
|
|
$696M
|
-$125M
|
-15%
|
|
|
577
|
|
|
|
2039
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$695M
|
+$107M
|
+18%
|
|
|
292
|
|
|
|
2040
|
Bouchey Financial Group
Troy,
New York
|
$694M
|
+$10.4M
|
+2%
|
|
|
104
|
|
|
|
2041
|
Phocas Financial Corp
Alameda,
California
|
$694M
|
+$48.7M
|
+8%
|
|
|
335
|
|
|
|
2042
|
JHL Capital Group
Chicago,
Illinois
|
$694M
|
-$86.3M
|
-11%
|
|
|
1
|
|
|
|
2043
|
Greenbrier Partners Capital Management
Dallas,
Texas
|
$694M
|
-$88.2M
|
-11%
|
|
|
14
|
|
|
|
2044
|
AWM Investment Company
New York
|
$694M
|
+$35.9M
|
+5%
|
|
|
131
|
|
|
|
2045
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$693M
|
+$53.6M
|
+8%
|
|
|
116
|
|
|
|
2046
|
Ranger Global Real Estate Advisors
Denver,
Colorado
|
$691M
|
-$409M
|
-37%
|
|
|
37
|
|
|
|
2047
|
FourThought Financial Partners
Venice,
Florida
|
$690M
|
–
|
–
|
|
|
328
|
|
|
|
2048
|
LVM Capital Management
Portage,
Michigan
|
$690M
|
+$36.6M
|
+6%
|
|
|
144
|
|
|
|
2049
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$689M
|
+$105M
|
+18%
|
|
|
1,002
|
|
|
|
2050
|
Jag Capital Management
St Louis,
Missouri
|
$689M
|
-$26.5M
|
-4%
|
|
|
188
|
|
|