|
2026
|
United Asset Strategies
Garden City,
New York
|
$802M
|
+$44.1M
|
+6%
|
|
|
247
|
|
|
|
2027
|
|
$802M
|
+$124M
|
+18%
|
|
|
257
|
|
|
|
2028
|
Cozad Asset Management
Champaign,
Illinois
|
$802M
|
+$46.2M
|
+6%
|
|
|
397
|
|
|
|
2029
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$802M
|
+$73.8M
|
+10%
|
|
|
80
|
|
|
|
2030
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$801M
|
+$103M
|
+15%
|
|
|
147
|
|
|
|
2031
|
Litman Gregory Wealth Management
Larkspur,
California
|
$801M
|
+$533M
|
+198%
|
|
|
113
|
|
|
|
2032
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$800M
|
+$31.6M
|
+4%
|
|
|
74
|
|
|
|
2033
|
CenterBook Partners
Greenwich,
Connecticut
|
$800M
|
+$92.3M
|
+13%
|
|
|
508
|
|
|
|
2034
|
Regents of the University of California
Oakland,
California
|
$799M
|
+$261M
|
+48%
|
|
|
31
|
|
|
|
2035
|
Freemont Management
Vaud,
Switzerland
|
$797M
|
+$119M
|
+18%
|
|
|
108
|
|
|
|
2036
|
Atika Capital Management
New York
|
$796M
|
+$154M
|
+24%
|
|
|
102
|
|
|
|
2037
|
Cypress Funds
Los Angeles,
California
|
$796M
|
+$87.7M
|
+12%
|
|
|
14
|
|
|
|
2038
|
Duality Advisers
Miami,
Florida
|
$796M
|
-$87.6M
|
-10%
|
|
|
780
|
|
|
|
2039
|
Procyon Advisors
Shelton,
Connecticut
|
$795M
|
+$194M
|
+32%
|
|
|
467
|
|
|
|
2040
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$795M
|
+$46.2M
|
+6%
|
|
|
210
|
|
|
|
2041
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$795M
|
+$22.2M
|
+3%
|
|
|
194
|
|
|
|
2042
|
Verus Financial Partners
Richmond,
Virginia
|
$793M
|
+$59.2M
|
+8%
|
|
|
109
|
|
|
|
2043
|
Dynamic Technology Lab
Singapore
|
$793M
|
-$291M
|
-27%
|
|
|
1,538
|
|
|
|
2044
|
Private Trust Company
Cleveland,
Ohio
|
$793M
|
+$59.3M
|
+8%
|
|
|
2,419
|
|
|
|
2045
|
SeaCrest Wealth Management
Purchase,
New York
|
$792M
|
+$53.8M
|
+7%
|
|
|
672
|
|
|
|
2046
|
FAS Wealth Partners
Leawood,
Kansas
|
$791M
|
-$132M
|
-14%
|
|
|
444
|
|
|
|
2047
|
Bricktown Capital
Detroit,
Michigan
|
$790M
|
-$89.7M
|
-10%
|
|
|
23
|
|
|
|
2048
|
Private Ocean
San Rafael,
California
|
$789M
|
+$37.5M
|
+5%
|
|
|
687
|
|
|
|
2049
|
Estate Counselors
Thiensville,
Wisconsin
|
$789M
|
+$32.7M
|
+4%
|
|
|
137
|
|
|
|
2050
|
Northcape Capital
Sydney,
Australia
|
$789M
|
-$24.1M
|
-3%
|
|
|
31
|
|
|