|
2026
|
Montag & Caldwell
Atlanta,
Georgia
|
$779M
|
-$40.9M
|
-5%
|
|
|
91
|
|
|
|
2027
|
Trinity Street Asset Management
London,
United Kingdom
|
$778M
|
-$124M
|
-14%
|
|
|
24
|
|
|
|
2028
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$777M
|
-$72.3M
|
-9%
|
|
|
123
|
|
|
|
2029
|
Soltis Investment Advisors
St. George,
Utah
|
$777M
|
-$83.2M
|
-10%
|
|
|
290
|
|
|
|
2030
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$777M
|
-$27.9M
|
-3%
|
|
|
137
|
|
|
|
2031
|
Tran Capital Management
San Rafael,
California
|
$777M
|
-$70.6M
|
-8%
|
|
|
43
|
|
|
|
2032
|
WS Management
Jacksonville,
Florida
|
$777M
|
+$47.2M
|
+6%
|
|
|
59
|
|
|
|
2033
|
Praesidium Investment Management Company
New York
|
$776M
|
-$324M
|
-29%
|
|
|
17
|
|
|
|
2034
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$776M
|
-$25.2M
|
-3%
|
|
|
151
|
|
|
|
2035
|
Rock Creek Group
Washington,
District of Columbia
|
$776M
|
+$85.9M
|
+12%
|
|
|
206
|
|
|
|
2036
|
Sasco Capital
Fairfield,
Connecticut
|
$775M
|
-$68.1M
|
-8%
|
|
|
61
|
|
|
|
2037
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$775M
|
+$6.19M
|
+0.8%
|
|
|
278
|
|
|
|
2038
|
First Ascent Asset Management
Denver,
Colorado
|
$775M
|
+$23.8M
|
+3%
|
|
|
72
|
|
|
|
2039
|
Caption Management
Oklahoma City,
Oklahoma
|
$774M
|
+$207M
|
+36%
|
|
|
910
|
|
|
|
2040
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$774M
|
-$190M
|
-20%
|
|
|
1,404
|
|
|
|
2041
|
United Asset Strategies
Garden City,
New York
|
$774M
|
-$28.6M
|
-4%
|
|
|
247
|
|
|
|
2042
|
PDS Planning
Dublin,
Ohio
|
$773M
|
-$9.14M
|
-1%
|
|
|
361
|
|
|
|
2043
|
Founders Financial Securities
Towson,
Maryland
|
$772M
|
+$14.6M
|
+2%
|
|
|
353
|
|
|
|
2044
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$772M
|
-$32.5M
|
-4%
|
|
|
343
|
|
|
|
2045
|
Vancity Investment Management
Vancouver,
British Columbia, Canada
|
$771M
|
-$6.28M
|
-0.8%
|
|
|
75
|
|
|
|
2046
|
EnCap Energy Capital Fund XI
Houston,
Texas
|
$770M
|
-$72.6M
|
-9%
|
|
|
2
|
|
|
|
2047
|
Broad Peak Investment Holdings
Singapore
|
$770M
|
+$32.2M
|
+4%
|
|
|
23
|
|
|
|
2048
|
Cozad Asset Management
Champaign,
Illinois
|
$770M
|
-$31.9M
|
-4%
|
|
|
397
|
|
|
|
2049
|
SeaCrest Wealth Management
Purchase,
New York
|
$770M
|
-$22.3M
|
-3%
|
|
|
666
|
|
|
|
2050
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$769M
|
-$34.3M
|
-4%
|
|
|
130
|
|
|